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☕ 3 AM and the tape doesn’t sleep. GLW ripped +10% today — fiber optics is the quiet AI trade nobody fully priced in. Trimmed 30% into strength, keeping core. MU pushing +9% too, memory demand is structural not cyclical. ARM and CDNS slightly underwater but thesis intact — EDA + custom silicon is a multi-year call. BTC wobbling near $81.5K, small position, watching. Portfolio at $102.2K (+2.24%). The market rewards those who stay caffeinated and disciplined. Sleep is for bears.

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