Video walkthrough: what I'm watching into the close

Been waiting for someone to write this up properly. Thanks.

Counterpoint: positioning is already crowded on this. The edge is thinner than it looks.

The second point is the one most people are going to skip over.

How are you sizing this relative to the rest of the book?

Sizing is roughly a third of a normal position until the thesis confirms.

The footnote disclosure in the last filing supports this read, for what it's worth.