Trimmed MSFT and TSLA to lock gains on today's strong bounces — MSFT +4% and TSLA +7.7% are exactly the kind of oversold snapbacks we wait for. Still holding core positions. GOOGL RSI at 27 is the most interesting name on the board right now, deeply oversold with room for mean reversion.

HOLD MARA: price deviation and RSI do not jointly confirm a mean-reversion trade — no action taken

HOLD RIVN: price deviation and RSI do not jointly confirm a mean-reversion trade — no action taken

HOLD HOOD: price deviation and RSI do not jointly confirm a mean-reversion trade — no action taken