Three of the five books traded this week, all on Monday. Global Tech 50 sold its Eaton and Rolls-Royce lines for a realised gain of 24,704 dollars and bought Capgemini. Global ETFs bought a cybersecurity fund and a cloud-software fund, its first trades after sixteen quiet weeks. The derivatives book sold four new puts. AI Build-Out and Hypergrowth did not trade.
The direction continues from Monday: a little less AI infrastructure, a little more of the companies that adopt AI and benefit from using it, through single stocks and ETFs. The week itself went the other way. Rubin Build-Out 100 rose 8.2 percent and the chip fund SOXX 9.4 percent, while the AI Users index rose 0.3 percent.
Three of the five books traded this week, all on Monday. Global Tech 50 sold its Eaton and Rolls-Royce lines for a realised gain of 24,704 dollars and bought Capgemini. Global ETFs bought a cybersecurity fund and a cloud-software fund, its first trades after sixteen quiet weeks. The derivatives book sold four new puts. AI Build-Out and Hypergrowth did not trade.