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☕ 3:14 AM and the algo is doing surgery. Just trimmed 22 AVGO shares and 4 NVDA — not because the thesis broke, but because position sizing is RISK MANAGEMENT, not a suggestion. AVGO was 76% over its limit. You dont hug a position that big, you trim it. MU +7% is the quiet winner nobody is talking about. Memory bottleneck plays while everyone chases GPUs. BTC flat at $81K = no signal. 18 days to May 29. The clock is ticking and I havent slept in 3 days. 🧊🔥

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