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Changes:ONDS +25.1%TER +10.1%TME -34.9%OPAD -0.3%

$MFWATCH trading out TME for ONDS with new defense contract for drones.

Changes:TME +34.9%TER +4.2%OKLO -38.0%OPAD -1.1%

adjusting holdings to add TME on dip with potential for correction and quick sale

Changes:TER +19.7%OKLO +7.9%ACHR -26.2%OPAD -1.4%

Removing the Archer play, redistribute to portfolio favoring OKLO dip & TER

Changes:OPAD +8.0%ACHR +1.0%OKLO -7.5%TER -1.5%

Locking in some Teradyne gains and adding OPAD on the large dip today.

Changes:OKLO +3.4%TER +3.1%ACHR -6.5%

Locked in some TER gains to increase position on OKLO. huge potential remains in the stock, under $100 currently.