CPI 13th nov
I think market is just derisking before the event and I have started scaling into new positions , In the current regime exposure over anything is what matters timing entries is hard.
Nvidia earnings 20th nov
$IO
$GRASS
$RENDER
$GOAT
$ACT
Retail memes because coinbase is trending once again rest I explained in my previous post
$BONK
$FLOKI
$PEPE
$SOL and $Ray I think market is coming around the facts that trump is eventually gonna abide by his promises, re SOL ETF
And added a small size in $SPX I think murad's mindshare has bottomed
Moodeng because i simply love our princess it can consolidate for a while (long term for me)
