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A few interesting items today

BTC has fallen hard... SOL held tight since Friday. SOL allocation is now 19% vs 15% for BTC

TSLA position is rising - part of the big rotation.

My new miner positions are small compared to the rest... takes a lot to register 1% at this stage of the bull market.

I added more MSTR and BTC today but I am nowhere near done adding. I feel some more opportunities could arise over coming weeks.

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Sol train

James getting in hard again?

airtrvlrr

I took 1/4 of my MSTR profits today, and set a LO on TSLA. Felt good to take profits. Was up 350%. Will not lose sleep tonight considering I think TSLA is on sale. I might be done with MSTR. Might rotate all into TSLA. Plus it's in a Roth along with some iBit. Gonna wait on CLSK for a while. It's a fun little Roth since gains are tax free. Hoping to swing trade TSLA/MSTR.

3324

my 3rd cycle and lessons ive learned is you always need a cache of dry powder for days like today

ShadowMoon

Thank you James, can you give an update of MSTR (and/or SMLR) vs Tesla

J~

I don't see the other stocks James owns on here? He said he owns SE etc. Where is his complete portfolio?

Jonathan Steingraber

Is anyone else going to be rotating MSTR and BTC into Tesla? If so, do you have a price target? Im thinking approximately $2500 MSTR and $90k BTC and Im selling and rotating into Tesla. Any thoughts? NFA

Steve

Hi @James, What about the SolAlt portfolio?

MysMystery

You do have a lot of crypto related assets. I can only hope they ride up for you. And remember: “no one ever went broke taking a profit”

therealbn05

what’s a good entry for tesla long if you missed the $140’s low ?

Jekatskin

Why PANW is not mentioned in the allocation ?