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Time really flies it’s been nearly 12 weeks since my last update, and not much has changed.
I’ve taken some stock off the table and, well, it’s been a solid move. With Nick Kepler as advisor and Arm now on board, the future looks promising. I’ll check in again in a few months, but in the meantime, I might adjust my position depending on how things play out.
Here’s something worth noting: based on what I’m seeing on this contest we could see some action between May and Christmas this year. If not, no big deal. I’ll reassess in 2026. You guys are due for something real to chew on.
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