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$XLU Sold all today, half at 44, half at close. put about 20, 25% of Port in it +~8% but the real value was its alpha vs semis/spy . Wish i had completely de risked semi's at the same time as buying this but didnt fully follow the plan. Still happy with the results.

$TLN prob some kind of pb to weekly 50ma then massive shortly after

$PURR is gpapi back?

Rolls paid great too $mstr 0.8 to 3 , $BMNR 22's 0.28 to 0.80+ , crcl 91s 0.4 to 1.95.

thanks for reminding me to keep on $BMNR / crypto this week @BigCityTrading

Will be more patient than usual on adding more , but this idea is one of my favourites. Rate hikes shifting off the table, AI Trade exhaustion in returns but not in actual demand (ie copper demand), blue-chip rotation, a lot going for this.

Another one I’ve been watching forever . $ETN good narrative, not over played ai angle and charts that fakeout 300x before breaking out either get you 301x or go massive

Best $BMNR has looked it a while. stopped aggressively hedging position around 14 and going to start slowing re accumulating if tape continues to look right. i dont see the week finishing drastically higher than this though. (at weekly 200ma here)

Been watching for electricity "bottleneck" theme to go for a very long time. Is it finally time? So far focused on $CEG and $TLN

not as nice a technical set up as $GOLD was with $GDX yet but kind of hard to imagine $COPX failing with $COPPER looking like this