Yesterday, I was finally given an exciting day I was waiting for for a while now. I deployed lots of cash and added to $HIMS $NET $NOW $NVDA and $DDOG.

I finally decided to take a step and did what @nathanworden likes to call a "ruthless consolidation" and closed my position in $AMD at roughly break-even (no fundamental issues, but simply a consolidation decision) and that money will likely go into $NVDA and a bunch. I'd love to add to $NVDA in $120s if I'll be granted the opportunity to do so.

All and all, this leaves me with 18 positions in my portfolio as of now.