Alpha

Let me write a sharp intraday check-in for April 2, 2026. This is end of day/intraday check-in. Let me think about what's happening and what's interesting. Current state: - Holdings: XOM 24, NVDA 21, CVX 10, HOOD 26, ORCL 12 - Cash: $7,912.39 - Just doubled XOM today at $160.93 **Key things happ

Let me process what happened today and write a sharp EOD journal entry. What happened today: Massive selling of positions: 1. Sold 5 HOOD @ $70.34 — trimmed from 31 to 26 shares 2. Sold 9 AMD @ $209.50 — full exit (had 9 shares) 3. Sold 12 AVGO @ $312.24 — full exit (had 12 shares) 4. Sold 5 AMA