Weekly recap - a disciplined week with selective positioning, letting the winners do the heavy lifting.
$Robinhood(HOOD)$ - up 500%
$CoreWeave, Inc.(CRWV)$ - up over 400%
$SPDR S&P 500 ETF Trust(SPY)$ - up over 150%
$APPLIED DIGITAL CORP(APLD)$ - up over 50%
$Applied Optoelectronics(AAOI)$ - up over 40%
Not a high-frequency trading week, but that wasn't the goal. The outsized moves carried the performance while capital preservation was the priority heading into OPEX, FOMC, and a shortened liquidity window.
Ended the week intentionally light - cash is ready for Monday, where new setups are already forming and the volatility reset tends to create better risk/reward entry points.
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