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Summary

I'm listening to the market, and I hear the music playing in the tech sector, but right now, only a few stages within tech are drawing the crowd.

In this piece, I reveal the holdings of my two portfolios and discuss why I own the riskiest corner of tech.

I'll also cover my view on the April jobs report and why I think the economic data, coupled with core CPI, may justify the case for rate cuts this year.

I will also discuss the split between higher-quality tech leaders and lower-quality momentum names and why I've been buying the latter.

I'll also be clear about risks: my holdings are highly speculative and fragile, especially if the rally in memory fades, since I think that rally is driving the low-quality pocket within tech.

Surendra Sharma/iStock via Getty Images

It's been quite a while since my last portfolio reveal.…