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Currently running long positions across multiple plays with roughly 70% portfolio exposure. Been watching $APLD closely—it's sitting tight above the 5-day moving average with tight price action, obv showing inside bars. Averaged up slightly on $CIFR. $NBIS had a quiet inside day, not much movement. $ASTS is still underwater for me right now; I'm using a close below the 10-day EMA as my stop, and volume's been pretty light on this pullback. $HUT's just grinding along, staying above the 5-day line. Trimmed a bit on $BKKT after averaging up. Still holding $RKLB in the mix. Position management is key here—watching those moving averages and obv divergences carefully.