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🎧🏀📈WEEKLY RECAP📈🏀🎧
+169% 1Y / +54% YTD / +7% 1M
Cash 22%
🏀Starting5 $IREN $TSLA $HIMS $HOOD $ETHA
🪑Rotation $CIFR $OSCR $PLTR $ASTS $EOSE $SBET
🧢Prospects $NBIS (new)
Somehow ended up for the week and at ATHs after Fridays pump and despite holding higher cash levels. Some names have started minor corrections OR look like they are about to whereas other names especially crypto flavored look ready to explode so I will maintain both defense overall re cash levels but be aggressive on setups. Have lowered the number of holdings but am ... looking at names like $AMD $ZS $RBRK $MELI $NU
$PLTR cut this position in half and looking for 120s to add back - I only have 10% of original holding now. Happy to add back and put this back into the starting lineup at the right price
$CIFR added from 3 to 5% may even have one more buy
$SBET added from 2 to 3%
$GLXY dumped as focusing on other crypto plays
$NBIS took a starter at $65 still reading and looking for opportunities