October 22, 2025

Good morning.  Super light in positions – only two – with CCCX ad TSLL.  For those not wanting to hold TSLL into earnings tonight, completly understand.  You can exit and take your profit.  We will hold, we really believe TSLA has another level to it in the coming weeks.  As for CCCX, we are adjusting our stop to 17.00.  We really like th story in CCCX and believe the short term volatility we are experiencing right now is just that – short term – and the next level to this will begin shortly.  

We do want to add but want to be patient as well.  Glad we managed to book a few profits this week and happy to wait now for a bit more to materalize before we push into new opportunities.