- Strong close on Friday especially in consumer related names
- Most excited about retail/consumer/DTC names, especialy
ODD, 
NAGE, $YSG.
- AI names are back on the radar, and quantum computing has been for a while -> speculation money is back
- Breadth and market in general looks very constructive, so we will likely continue going higher
- Been very protective with my account, keeping losses below 0.1% as the market has been choppy since May 12
- However, if we start another leg higher, I'll go much more aggressive, maybe 0.5-1% of my account in strong names
- Most excited about retail/consumer/DTC names, especialy
ODD, NAGE, $YSG.- AI names are back on the radar, and quantum computing has been for a while -> speculation money is back
- Breadth and market in general looks very constructive, so we will likely continue going higher
- Been very protective with my account, keeping losses below 0.1% as the market has been choppy since May 12
- However, if we start another leg higher, I'll go much more aggressive, maybe 0.5-1% of my account in strong names
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