These past couple months hit different—constant chart-watching and research, but the capital allocation never keeps pace with the opportunities. Been rethinking the portfolio structure after recent pullbacks knocked things around pretty good.



Heavy exposure to datacentre plays and $BTC-correlated assets started feeling lopsided, so I'm reshuffling toward more diversification. Currently scanning:

$ADUR
$FCEL
$FLNC
$QXO

These are catching my attention for different reasons, but curious what the community sees in them. Any takes worth considering? Market's been choppy enough that hearing multiple angles before pulling the trigger makes sense.
BTC1.07%
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