𝗨𝗽𝘁𝗼𝗯𝗲𝗿 𝘁𝘂𝗿𝗻𝗲𝗱 𝗶𝗻𝘁𝗼 𝗗𝗼𝘄𝗻𝘁𝗼𝗯𝗲𝗿 𝗳𝗼𝗿 𝗺𝗲. Portfolio down $244K on the month, about 19%. Still felt like a good month to put money to work. I exited a few names, harvested tax losses early, and moved most of it into the companies I plan to hold for the next two years: $APLD $CIFR $IREN $OSS $RDW $RKLB $AMKR $NVTS $KOPN Yes, it looks speculative. These are the companies I understand best, and I would rather be early and wrong than late. Not advice, my appetite is just different. The drawdown bothered me a little, I won't lie. It was not the main thing going on. 1. Made great connections here on X, and met a lot of you in person at HOOD Summit in Houston. 2. First trip alone with my son. I was nervous going in. He turned out to be the easiest travel partner, and I already want the next one. 3. My wife had her first court hearing as a lawyer. 4. Our family went all in on our real estate projects again. Seventh time we have mortgaged every home and property we own to fund a build. That last one makes me little nervous than the market. But it is what we know best, it has worked, and we control every part of it. Touch wood, we have never lost money building homes. The risks there are slow growth and more rate hikes, but over the build period it eventually sells out. 2030 to 2032 is where I inflect.