Fast forward 6 months, the portfolio’s up heavy. Regret selling $TLNE and $ONDS (+3.3%) early (especially $ONDS (+3.3%) from 2 → 11 in 4 months). $BITF (+10.41%) helped offset some of that.
Core remains long-term, but I’ve carved out a small short-term sleeve in $BMNR (+2.61%) , $SBET (+3.45%) , $JD (+0%) and $OSCR (+7.64%) .
Plan: take profits by year-end and rotate back into core themes ( AI, Nuclear, Space, Quantum, and Robotics) as i have too many positions right now even after selling some




