AdamDavis
06-26

After banking a +150% win on $Tradr 2X Long ASTS Daily ETF(ASTX)$  last month, I'm starting to scale back in on weakness. It's the same company, same story—just a reset of expectations after a big move.

At the same time, I've initiated a position in $Nokia Oyj(NOK)$  as a diversification play into a lagging telecom/infra turnaround story.

This is a classic rotation mindset: trimming strength, re-entering selectively, and redeploying capital into setups that are either resetting or still under-owned. Not chasing—just rebuilding exposure where the risk/reward starts to make sense again.

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