Been layering into $BABA and $FSLR weekly for months—finally seeing some life. That's the setup.
$IREN and $CIFR are different. Haven't touched them since early January, but they've been hammered lately—sector-wide correction plus name-specific fear. Added some $CIFR this week. $IREN just hit a level where I'm comfortable starting to layer back in slowly today.
Held both for years. Plan to hold another two based on where we are in the cycle. This isn't about conviction in the companies—it's about pattern recognition and positioning. Feels like I've been here before. Slowly averaging up again.
We'll see how it plays.
$IREN and $CIFR are different. Haven't touched them since early January, but they've been hammered lately—sector-wide correction plus name-specific fear. Added some $CIFR this week. $IREN just hit a level where I'm comfortable starting to layer back in slowly today.
Held both for years. Plan to hold another two based on where we are in the cycle. This isn't about conviction in the companies—it's about pattern recognition and positioning. Feels like I've been here before. Slowly averaging up again.
We'll see how it plays.