apologies for the no-shows. been travelling between countries and enjoying summer. updating the chain. sold $BKSY for a loss. thesis stalled and the chart broke down. no reason to sit in something not working. bought $HPE. AI infrastructure play, setting up. more on this in a separate post. added to $BE and $AXTI. both positions i've been building for weeks. the setups are still intact and the pullbacks were the entries i wanted. still holding $OUST. giving it one more week. if it doesn't confirm, it goes too. discipline over hope. back in the seat this week. more posts coming. which stocks are you liking right now?
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