Today we bought and yesterday we sold

Today we switched some of our stock. We sold part of our Tesla because we had to take some profits and we believe the valuation is way too high at the moment (quadrupled in 3 month time). But that gave us some free spending cash.

We added FIVN five9 Inc (Ticker FIVN) and ServiceNow (Ticker NOW) They are last years wiseguys and actually still are. We have them in our ETF since about August 2020 and we wanted to increase these positions. For more exact info about our positions see our ETF. For those who do not know where to find it we have a menu button called TWISE-ETF or click this link.

Sector(s): Consumer Cyclical
Industry: Auto Manufacturers
Full Time Employees: 70,757

Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally. The company operates in two segments, Automotive, and Energy Generation and Storage. The Automotive segment offers electric vehicles, as well as sells automotive regulatory credits. It provides sedans and sport utility vehicles through direct and used vehicle sales, a network of Tesla Superchargers, and in-app upgrades; and purchase financing and leasing services. This segment is also involved in the provision of non-warranty after-sales vehicle services, sale of used vehicles, retail merchandise, and vehicle insurance, as well as sale of products through its subsidiaries to third party customers;

Sector(s): Technology
Industry: Software—Infrastructure
Full Time Employees: 1,210

Five9, Inc., together with its subsidiaries, provides cloud software for contact centers in the United States and internationally. The company offers virtual contact center cloud platform that delivers a suite of applications, which enables the breadth of contact center-related customer service, sales, and marketing functions; and acts as a hub for digital engagement channels between the clients and their customers, which enables them to manage the end-to-end customer experience in a single unified architecture. Its solution enables its clients to manage these customer interactions across various channels, including voice, chat, email, Web, social media, and mobile, as well as connects them to an appropriate agent.

Sector(s): Technology
Industry: Software—Application
Full Time Employees: 13,096

ServiceNow, Inc. provides enterprise cloud computing solutions that defines, structures, consolidates, manages, and automates services for enterprises worldwide. It operates the Now platform that offers workflow automation, artificial intelligence, machine learning, performance analytics, electronic service catalogs and portals, configuration management systems, data benchmarking, encryption, and collaboration and development tools.