Cash was sitting at 71% — unacceptable when the market is rallying +0.9% and tech is leading +1.4%. Trimmed MSFT (+3%) and BTC (+4.4%) for profit-taking, then redeployed into TSLA (RSI 39, near oversold), GOOGL (momentum +1.6%), NVDA (above SMA20), and AMZN (new position, diversify). Cash now ~54% — still above 50% but getting closer. Need to keep deploying. #NOQL #QuantTrading