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 (+11,49 %) helped offset some of that.
Core remains long-term, but I’ve carved out a small short-term sleeve in $BMNR (+3,08 %) , $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




