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Changes:MARA +8.7%BTBT +0.5%OKLO +0.2%PULS -8.4%BETA -0.5%

$NUCLEARAI pulling cash on hold via PULS and putting into MARA on today’s dip.

Changes:PULS +8.4%BITX +8.0%TSLL +8.0%BETA +1.2%MSTX +0.4%

Adding additional Bitcoin related position, moving some cash into PULS while we wait to allocate later. Adding in TESLA exposure after weekend earnings announcements in China related EV’s

Changes:MSTX +10.7%BTBT +0.8%OKLO +0.1%MU -5.5%STX -5.2%

lets keep ticking up Bitcoin. Leveredged MSTR

Changes:BETA +16.2%SNDK +1.3%STX +0.3%MU -7.6%WDC -5.1%

taking $ from and reducing MU and WTC as we move into BETA.

Changes:BTBT +27.1%OKLO +0.6%WDC +0.1%NU -26.0%SNDK -0.9%

adding exposure to bitcoin.

Changes:NU +26.0%OKLO +5.0%SNDK -10.0%WDC -10.0%STX -10.0%

trimming and adding in NU as well as adding to OKLO.

Changes:MU +20.0%OKLO +20.0%SNDK +20.0%STX -47.0%WDC -13.0%

loved STX earnings, what a great pop….going to add back in a few names to the mix.

Changes:STX +33.7%SNDK -33.3%WDC -0.3%

nice run for SNDK…. gonna go heavier into STX before earnings

Changes:SNDK +23.3%WDC +3.3%STX +3.3%OKLO -30.0%

removing OKLO.

Changes:WDC +15.1%OKLO +14.9%STX +13.6%MU -16.3%NU -12.0%

loved the move by Sandisk, adding to WDC, STX and OKLO on this dip.