My dear followers. Today, I'm EXTREMELY proud to say our challenge account has hit an ALL-TIME HIGH since our start on 6/15/2026. Our portfolio: +6.59% $SPY: +3.48% $QQQ: -0.91% $SMH: -8.35% We've done so amazingly well. We've avoided all major drawdowns during this time. My moves today: 1. I sold out of $BRK.B - we already have some of their holdings like Google, Coca Cola, etc. No need for me to double dip and overlap anymore. 2. I trimmed 20% out of $CRWV and letting the rest of my runners run. Risk-free and house money. 3. I also trimmed 50% out of $ETN, great gains since our entry. Next buys: 1. I am eye'ing hotels, casinos, etc. and more "luxury experience" type companies. I believe this K-shaped economy is the new norm for the next cycle. 2. I am also eye'ing an add towards chemicals industry, starting to show strength 3. I'll also start adding slowly into defensives once I see oil & energy, and consumer staples show signs on a bottom. I'll be holding onto my technology names, doing fantastic since our buys a few weeks ago. I'm also holding onto our healthcare names. Sentiment is starting to turn greedy/bullish. Staying a cautious bull on my end.