PORTFOLIO UPDATE This week we’re covering the full portfolio, company-by-company updates, and I’ve added watchlist coverage + Best Buys for the week at the end. Micron ripped 16% and climbed all the way back above my cost basis after being down 14% seven days ago. Cerebras jumped 22% on two major partnership announcements. And Meta fell 9% into next week’s earnings, which is either a gift or a warning. The lifetime numbers as of Thursday’s close: Total return since inception: +269% 1-year return: +93% YTD return: +56% 1-month return: +5% S&P 500 over the same period: +85% https://t.co/0aAJL90HX5