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# Portfolio Update as of 10/4/2026
- URL: https://www.sexiplaybook.com/portfolio-update-as-of-10-4-2026/
- Published: 2026-10-05T03:01:11.000Z
- Updated: 2026-10-05T03:01:11.000Z
- Author: Jeremy McKinzie

META is in a high compression monthly squeeze and I can see it htting $800.

AMD is in a bullish monthly continuation and one of the best players in the semiconductor space poised to take advantage of growing AI adoption.

McDonalds is making new monthly lows after CEO comments about trafffic staying flat and inflation may stay high for years. It's a short in our opinion.

![](https://storage.ghost.io/c/2b/ec/2bec3125-6915-4fdc-ab6e-6ddff592dab0/content/images/2026/10/image-3.png)