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Good Friday thoughts. Not DCAing anything today. No point forcing buys into a weak market during a holiday weekend just to feel active. These are my current bags and the projects I’m most comfortable holding here: Long-term: $REI $KTA $REPPO $GAME $SKI $KEYCAT Short to mid-term, managed closely: $ODAI $ROBOTMONEY Dark horse, small bet: $NOX That’s my positioning. For now, I’m happy to sit on my hands, protect capital, and let the market show its hand first. Happy Easter, and don’t overtrade holiday chop.

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