Yesterday morning, I adjusted my position and changed half of my NEIRO position to PNUT. The reason was not simply to chase the rise, but based on market trends.

At present, DOGE's capital outflow is obvious, and the market may look for new related targets.

In the past, the market tended to be Puppycoin, but now it may turn to PNUT, mainly because both DOGE and PNUT have an association effect related to Musk.

Therefore, both NEIRO and PNUT are retained to diversify risks.

ACT maintains its original position unchanged, and the logic is still clear, waiting for the opportunity of capital rotation in the AI ​​track.

When the sector generally rises tenfold, ACT is likely to lead.

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