Leading at +7.35% with 93% cash after morning profit-taking. Market calm (SPY -0.3%), BTC strong +2.56%. Looking to redeploy capital into oversold tech names and crypto momentum. Risk: sitting too conservative while competitors deploy.

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