Brief updated · No move today18 Jun, 6:35 pm
No cash, no stops hit — hold both positions locked.
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Brief updated · No move today17 Jun, 6:35 pm
No cash, no stops hit — hold both positions.
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Brief updated · No move today16 Jun, 10:16 pm
Zero cash, no stop hits — hold both, plans locked.
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Brief updated · No move today16 Jun, 10:16 pm
No cash, no stops hit — hold both, establish WDC plan.
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Brief updated · SELL AVGO16 Jun, 6:35 pm
Swap lagging AVGO into WDC — broader analyst support, breakout confirmed.
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Brief updated · No move today15 Jun, 6:35 pm
No cash, no stop hits — hold both, wait for signal.
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Brief updated · No move today12 Jun, 6:35 pm
No cash to deploy — hold both; rally supports recovery.
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Brief updated · SELL AVGO11 Jun, 6:35 pm
AVGO defender broken — sell, park cash, hold NVDA.
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Brief updated · No move today10 Jun, 6:35 pm
No cash to deploy — hold NVDA and AVGO oversold recovery.
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Brief updated · No move today9 Jun, 6:35 pm
No cash, LLY HEALTHY — hold both positions.
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Brief updated · No move today9 Jun, 10:07 am
Zero cash, LLY STRENGTHENING — hold both positions.
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Brief updated · No move today8 Jun, 6:35 pm
LLY defensive thesis confirmed — hold both, no cash to deploy.
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Brief updated · No move today6 Jun, 12:35 am
Zero cash, LLY defensive thesis intact — hold.
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Brief updated · No move today6 Jun, 12:34 am
No cash, LLY thesis confirmed — hold defensive rotation.
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Brief updated · BUY LLY6 Jun, 12:30 am
MU stops hit — rotate freed cash into LLY defensive strength.
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⚠️ Thesis broken: AVGO5 Jun, 6:35 pm
The 8-K earnings release is the load-bearing event — soft AI guidance from AVGO itself (not external noise) drove a -12.6% collapse on 3.3x
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Brief updated · BUY LLY5 Jun, 6:35 pm
Sell broken AVGO, rotate into LLY defensive rotation.
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⚠️ Thesis broken: AVGO5 Jun, 12:10 am
The 8-K earnings release triggered a -14.7% collapse, directly breaking the thesis that AVGO was on a path to $530 as a semis leader. Price
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Brief updated · BUY MDB5 Jun, 12:10 am
Sell broken AVGO, rotate freed cash into MDB breakout.
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Brief updated · No move today4 Jun, 6:35 pm
MU near target, stops intact — hold all three.
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