pilot

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[pilot @PilotDelossa]

First half of the year was good… second half was let’s just say unbelievable, but that is for another day

[pilot @PilotDelossa]

👀

[pilot @PilotDelossa]

neo clouds want it $NBIS, $CRWV, and $IREN the focus…

[Dan Zanger @DanZanger]

Brutal market conditions that still remain best in cash. Cash is King!

[pilot @PilotDelossa]

newer positions doing well so far:

1. $CRWV
2. $IREN
3. $CIFR
4. $HUT
5. $IONQ
6. $RGTI
7. $ONDS
8. $OUST

the new list of software names are so good but not providing entries yet... names like $NOW, $IBM, $DDOG, $SNOW

older entries (SEMIS/COMPUTER SYSTEMS) still leading $SNDK, $MU, etc... still missed a couple great ones but the goal isn't to catch them all, it's to be in a few of the great ones whilst cutting laggards.

other than that a few changes, trims, and stops. nothing major. ALSO, if anyone has a solid etf scan for emerging themes comment what your conditions are. current birds eye view (ETF) scan has a bit more action than i would like.

[pilot @PilotDelossa]

@investingluc is really solid. debating on $DOCN
but if you don't have the conviction to tell your family best wait LOL. will probably run but who cares...

[pilot @PilotDelossa]

govt letters of intent basically free money $QBTS $RGTI + more

[pilot @PilotDelossa]

$CIFR next👀

[pilot @PilotDelossa]

$IONQ so far great

[pilot @PilotDelossa]

grabbed $IREN, $APLD, $CRWG earlier this week. only new additions since $IQEPF and $MU. closed majority of $AAOI. missed some good ones over the last few weeks... $INTC, $AEHR, etc.

still got a few names that look ready but need to see if this resilient market will continue, along with the new 3 additions. we'll see...

[pilot @PilotDelossa]

$IQEPF Not bad🤫

[pilot @PilotDelossa]

Why not

[pilot @PilotDelossa]

So we all bought $IQEPF right…

[pilot @PilotDelossa]

Illiquid photonics banger👀

[pilot @PilotDelossa]

@TheShortBear @patwerX yes, impact can be an additional outlet when personal growth becomes repetitive…

[pilot @PilotDelossa]

@patwerX 👌

[pilot @PilotDelossa]

still keeping patient

[pilot @PilotDelossa]

seeing some more potential trades.

keeping an eye on:
$SUPX, $SLDP, $AMPX, $VERI, $DAVE, $CLOV, $ACHR, $JOBY, $WGMI , $APLD, just to name a few..

was anticipating some sideways/fakeouts after 10/10/25 so things have been quiet for me after closing the quantum shorts.

caught majority of the 1000%+ movers last November but got stopped shorting the original rally - (Nov24'-Jan25'). im glad it worked out this time around.

it was significantly easier due to quantum lagging up after the 10/10/25 tariff sweep. really well presented entries on those.

current themes still relatively the same. some minor priority adjustments as per usual. really liking miners/ai… $IREN leading on this $MSFT deal? $CIFR gone, $APLD next? we will see!

[pilot @PilotDelossa]

@jrouldz Legend. Less than 30% of original shares in both for me💔…

[pilot @PilotDelossa]

well that was fun… now let’s ride these back down haha… $QBTS, $RGTI, $IONQ

nothing better than reshuffling frothy longs into quick easy shorts.