<![CDATA[H Desk]]>https://www.hdeskportfolio.comhttps://substackcdn.com/image/fetch/$s_!ekSB!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F734341e3-5b06-431e-8e56-703bbc230b29_256x256.pngH Deskhttps://www.hdeskportfolio.comSubstackSun, 03 May 2026 10:28:55 GMT<![CDATA[sumary vendredi]]>https://www.hdeskportfolio.com/p/sumary-vendredihttps://www.hdeskportfolio.com/p/sumary-vendrediSun, 25 Jan 2026 22:40:47 GMT

]]><![CDATA[to hold lundi]]>https://www.hdeskportfolio.com/p/to-hold-lundihttps://www.hdeskportfolio.com/p/to-hold-lundiSun, 25 Jan 2026 22:40:17 GMT

]]><![CDATA[Report - Wednesday, January 21, 2026]]>https://www.hdeskportfolio.com/p/report-wednesday-january-21-2026https://www.hdeskportfolio.com/p/report-wednesday-january-21-2026Wed, 21 Jan 2026 22:19:08 GMTDaily portfolio performance:

  • Micron Technology (MU) +6.61%

  • Lam Research Corporation (LRCX) +2.69%

  • Seagate Technology plc (STX) +5.59%

  • Warner Bros. Discovery (WBD) +1.03%

  • Sandisk Corp (SNDK) +10.63%

  • Western Digital Corporation (WDC) +8.49%

]]><![CDATA[Pre-Market - Thursday, January 22, 2026]]>https://www.hdeskportfolio.com/p/pre-market-thursday-january-22https://www.hdeskportfolio.com/p/pre-market-thursday-january-22Wed, 21 Jan 2026 22:13:51 GMTPortfolio update

Position change

Exit:

  • Warner Bros. Discovery (WBD)

Enter:

  • Intel (INTC)

Current holdings

  • Sandisk Corp (SNDK)

  • Intel (INTC)

  • Micron Technology (MU)

  • Seagate Technology plc (STX)

  • Western Digital Corporation (WDC)

  • Lam Research Corporation (LRCX)

Effective for the opening of the U.S. market (3:30 p.m. CET)

]]><![CDATA[Pre-Market - Wednesday, January 21, 2026]]>https://www.hdeskportfolio.com/p/pre-market-wednesday-january-21-2026https://www.hdeskportfolio.com/p/pre-market-wednesday-january-21-2026Tue, 20 Jan 2026 22:40:27 GMTHoldings unchanged

  • SNDK

  • WDC

  • MU

  • STX

  • WBD

  • LRCX

Effective for the opening of the US market (3:30 p.m. CET)

]]><![CDATA[Report - Tuesday, January 20, 2026]]>https://www.hdeskportfolio.com/p/report-tuesday-january-20-2026https://www.hdeskportfolio.com/p/report-tuesday-january-20-2026Tue, 20 Jan 2026 21:30:40 GMTNo publication on Monday, January 19, 2026 (U.S. market holiday)

Daily portfolio performance:

  • MU +0.62%

  • LRCX -0.25%

  • STX -0.09%

  • WBD -1.17%

  • SNDK +9.55%

  • WDC +0.66%

]]><![CDATA[Pre-Market - Tuesday, January 20, 2026 ]]>https://www.hdeskportfolio.com/p/monday-january-19-2026https://www.hdeskportfolio.com/p/monday-january-19-2026Sat, 17 Jan 2026 17:46:47 GMTHoldings unchanged

  • SNDK

  • WDC

  • MU

  • STX

  • WBD

  • LRCX

Effective for the opening of the US market (3:30 p.m. CET)

]]><![CDATA[Report - Friday, January 16, 2026 ]]>https://www.hdeskportfolio.com/p/session-summary-monday-january-19https://www.hdeskportfolio.com/p/session-summary-monday-january-19Fri, 16 Jan 2026 22:47:33 GMTPortfolio position performance:

  • MU : +7.76%

  • LRCX : +2.52%

  • STX : +1.85%

  • WBD : +0.32%

  • SNDK : +1.07%

  • WDC : -0.27%

]]><![CDATA[Objective & Scope ]]>https://www.hdeskportfolio.com/p/portfolio-methodology-and-objectivehttps://www.hdeskportfolio.com/p/portfolio-methodology-and-objectiveFri, 16 Jan 2026 07:09:04 GMTThis site publishes a daily portfolio of U.S. stocks built on a systematic, rules-based approach designed to capture the strongest market moves.

The portfolio holds six leading stocks and is reviewed and adjusted daily as market conditions evolve.
The objective is explicit: maintain continuous exposure to the strongest segments of the U.S. equity market.

During the launch period, the full portfolio is shared publicly to establish transparency and a verifiable track record.

After this period:

  • One position is published publicly each day

  • Full portfolio access is available via subscription

The portfolio is published as-is, without analysis, forecasting, or personalization.
No guidance is provided on position sizing, risk management, or individual suitability.

What you will find here:

  • Current portfolio holdings

  • Daily portfolio changes, when they occur

  • A complete and transparent performance history published on the site

]]><![CDATA[Pre-market - Friday, January 16, 2026]]>https://www.hdeskportfolio.com/p/essaihttps://www.hdeskportfolio.com/p/essaiFri, 16 Jan 2026 05:46:53 GMTHoldings unchanged

  • SNDK

  • WDC

  • MU

  • STX

  • WBD

  • LRCX

Effective for the opening of the US market (3:30 p.m. CET)

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