Jun. 18 at 4:23 PM
Morning execution. Clean rotation, no emotion.
Sold
$ORCL at 184.91
Sold
$APP at 471.78
Rotated capital into:
Added
$OUST at 43.85 (conviction add)
Added
$CRWV at 119.35 (conviction add)
Opened
$RIOT at 28.18 (BTC miner + AI compute crossover)
Sold strength. Bought next move setups.
$OUST +
$CRWV already core positions, just sizing up.
Book reset. Cash deployed into highest R/R. Holding through weakness window.