Market Update - 30 Jul 27 In my pre market note - i talked about the initial V shape bounce - we are at that part of the process now. Given that the entire portfolio for SALP was sold to cit sec, the immediate relentless twap for NBIS, SNDK, BE is gone...and you can instantly see shares rip up 30%... However, next is the slow dribble down as Cit Sec unloads inventory onto the market. It will be a battle between funds who have cash to deploy and C/S's selling down of the portfolio. My game plan for this part is simply to remain patient for the rest of my capital. Got in NBIS at 149 levels. The only way i could bid in at these levels was simply because i was prudent on my cash management. Many on X got liquidated, heck even king Leo got hunted because he flew too close to the sun. Again...do you want to get poor quick or get rich slower? I strongly believe that it is Neocloud summer next as we move into the compute shortage narrative. Tickers i like: NBIS,ORCL,CRWV, SKHY, SNDK, SHAZ. If you would like to see Leo's and other funds holdings - go to http://terminal.gambit.zone. (its free) Remember....fomo is the enemy Good luck(degentrading)