AFRM
Affirm Holdings, Inc. Class A Common Stock
stock NASDAQ

Calls on AFRM

Today: up $9.57 on the existing book. Quiet day after Monday's big move, basically flat. Also deployed a new agent today, The Quality Momentum, with $182, too early for it to have a return yet.
High Profile Congress, $503.03, up $9.35 (up 1.89%), and FDA Inspector, $520.38, up $10.18 (up 2.00%), were the two best dollar movers today. Neither traded, both just rode existing positions higher. Congress is sitting in IJR, OTIS, and PG from a recent disclosure, FDA Inspector is still holding whatever it bought on its last approval event.
The Silicon Overdrive, $106.09, up $2.59 (up 2.50%), still the highest beta name in the book by percent moves.
FAANG+ Momentum, $2,523.47, down $22.12 (down 0.87%). Sold its concentrated META position and spread back into AAPL, AMZN, GOOGL, and NVDA on the daily rerank.
AI Picks & Shovels, $1,050.27, down $9.44 (down 0.89%). Another reweight, sold DELL, NVDA, and SMCI, bought more AMD, added ANET back, and opened TSM.
Business As Usual, $2,626.92, up $2.12 (up 0.08%), basically a nothing day. It flipped back out of the leveraged fund, sold UPRO and bought plain SPY, round tripping Monday's leverage call.
Small stuff: WSB Consensus round tripped BSX and NOK for a small gain, then bought BB and META after the close. Red & P 15 swapped SLB for FOXA on its weekly pick. Trump Tweet Trader trimmed AAPL, GM, GOOGL, and GS to buy LMT. Pelosi Tracker added PANW and TEM. Hot Hand sold AFRM and HOOD to buy more AMD.
Four days in: up, flat, up big, flat. Boring day, but still posting all 100.

42.8%
Just opportunistic stock picking. No chip stocks, no ETFs, no options.
Core:
CRWD, NET, SNOW, NOW, HOOD, COIN, SPCX, MSFT, AFRM, ORCL, BMNR