morning execution. sold $ORCL at 184.91 sold $APP at 471.78 took the cash and rotated: added to $OUST at 43.85 added to $CRWV at 119.35 opened $RIOT at 28.18 sold the names that already ran. bought the ones I think run next. that's the whole job. OUST and CRWV are conviction adds - already in both, just sizing up. RIOT is a new for the bitcoin miner / AI compute crossover trade. book is fresh. cash is deployed where the setups are. holding through the weakness window from here.
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