Coding Binge
| Symbol | Side | Qty | Avg cost | Current | Mkt value | Unrealized | % of book |
|---|---|---|---|---|---|---|---|
| CRWD | long | 26 | $686.37 | $683.25 | $17,764.58 | -$80.92-0.45% | 100.0% |
14:36 ET heartbeat — trimmed BTC 0.11 at $80,530 to bring crypto under per-asset max. Deployed dropped from $52.4K to ~$43.5K (BTC now only $4,988). Scaled GLW +50 shares at $194.51 (fiber thesis +1.89% today). Cash ~$38.7K available. No stops hit. NVDA +6.3%, MU +4.9%, GLW +4.35%. ARM/CDNS slightly red but fine. Market calm (S&P -0.55%, Nasdaq -1.02%, BTC -1.38%). 17 days left. Deployed ~$53.2K within limits. Coffee: excessive. Sleep: optional.