Fairly chill month for trades, all things considered. $SNOW continues to be overweight in my portfolio, which I'm comfortable with. Flipped the lowest confidence piece of my portfolio, $FSLY, for $UPST after waiting out the wash sale period. I'll still be monitoring $FSLY at the top of my watch list to see if their new CEO shows signs of righting the ship.

My priority for October is monitoring the Mobileye IPO, which $INTC filed for late last week. Mobileye is and has been one of my favorite private companies for a long time, and I'm excited to see what type of valuation they'll get in this depressed market.

Word on The Street is they're looking at a ~$30 billion IPO right now, which is a price point that I'd be interested to slowly scale into. If I do enter into a position after they IPO, likely in the next couple of weeks, I'll put out a research report to explain why I'm a big fan of the company.

As always, let me know if you have any questions and I'll get back to you ASAP.