Has been a while since I've done position updates. Many folks have been asking for them, so here they are.

Current Positions with Entry Price &amp; Size:

$TTD 342.43 (1/2)
$ZS  89.35 (1/2)
$AMD 53.68 (1/2)
$AAPL 325.87 (Full)
$TWLO 194.57 (Full)

Current Portfolio Allocation 67.5% https://t.co/oeHCAaXfNn