So I plan on making $WM 10% of my port, $NEE 15%, and I am currently holding $MU @ $64 average, $NVDA @ $128 average, $DRAM @ $39 average, $NOW @ $103 average. Big tech guy, who wouldn't be with the future and what we have seen in markets over the past 2/3 years. I'm going to starting making QQQM my largest position % wise but right now I am thinking of grabbing more $NOW before the run up happens. What are thoughts on this? Currently I have 35 shares of $NOW and want to add either more to that or start accumulating my $QQQM next. What would be the better foot to put forward first? Port value 120k right now.