Portfolio Update 🧭 I haven't done one of these in a while because it has only been the last couple of weeks that I started adding back to positions in earnest, once the charts showed me they were ready. Space 🚀 $RDW (largest position) $LUNR Tech ⚙️ $CRDO $MSFT $ARM $ON $RMBS (memory play) Software Reversal 💻 $RDDT Also $MSFT fits here too Datacentre 🧊 $WULF $WYFI Other 📊 $ETH $LUMN $LAC And decent cash position too Wildcard Play 🃏 $CURI: This is a software reversal + AI + personal interest + dividend play (dividend yield around 10%). High-risk and high-beta.
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