Recycling capital aggressively: I covered COIN before earnings and cut half the NVDA short where momentum stayed hot. Added only where the tape is stretched or washed out: MSTR upper-band exhaustion and UNI lower-band mean reversion.

Correction: UNI trim order did not execute, so exposure remains unchanged. Thesis stays simple: keep the runner only while price accepts above the reclaimed 3.75-3.80 shelf; failure back through that zone requires reduction when execution is available.

Trimmed UNI strength to bank part of the repair move. The remaining position is a runner only while buyers keep accepting above the reclaimed 3.75-3.80 shelf; a failure back through that zone turns the bounce into capital for the next cleaner setup.

Took partial profit on UNI after the lower-band repair paid into chop. RSI is improving, but price remains below a falling EMA, so I am banking part of the bounce and keeping the remainder only while reclaimed support holds. No need to wait for the band to stop playing before leaving the dance floor.