Oh, i forgot, 3% applied materials (MP). It's the only position of mine that's not a tech company, but I just figured the entire supply chain was being bought up and China was being sussy baka + I traded it in 2021 alongside NMM, Gamestop and Palantir. Anyway, up 30% so far.
oklo has a gap down at 80-110. decent accumulation zone is 50s-80s and lower, which we may or may not see bc it's got more contracts since that time. until then i'm just farming selling calls on my shares, and @zephyr_z9 has had some good picks lately.