Roast my portfolio

In order of weight

SOFI (20%) + calls

MRVL (13%)

QQQ (13%)

AAPL (5%)

IBX + calls

AMD

AMZN

IONQ

NOW + calls

SPCX

PATH

CEG

DRAM + calls

PENG

WEN (3%) + calls

HIMS + calls

CHRN

BBAI

DDD

SEALSQ

MU (1%)

NVDA

NASA

RDW

MP (0.5%)

FOTO

STI

LAES

LASE

Please roast this, I know the format sucks but i wanted a review of the symbols, structure, and weights only.

If you can also help me identify scum bag companies that you have worked for or know suck balls so I can trim some fat that would be appreciated (like oracle, palantir). I also offer roasts back.