🎧🏀📈WEEKLY RECAP 📈🏀🎧
+165% 1Y / +42% YTD / +10% 1M
CASH 18% (inc TLT) 💰
🏀Starting5 $HIMS $IREN $TSLA $PLTR $HOOD
🪑Rotation $TLT $OSCR $ETHA $RBRK $ASTS
🧢Prospects $EOSE $BTBT $SOFI $CIFR
Dumped $UNH opting for $TLT in that slot for a while - was a tough week as we rolled into August - from ATHs Thursday pushed back to end the week -3% overall all on Friday.
Rang the Cash Register on $AMD and will be watching it for a decent correction. Sold $SBET to add further to $IREN on this pullback - I like to roll up the quality / conviction list during selloffs. $SOFI I sold into ER given the