Yesterday's positions, $PNUT and $ACT were basically not adjusted, for the following reasons:
$PNUT: The market's fund spillover effect on DOGE has attracted attention, but which one will investors choose? Although the market has favored Puppy ($DOGE) in the past, it is now possible to turn funds to projects related to Musk.
Since $PNUT is related to Musk, keeping $PNUT positions can prevent risks.
$ACT: The reason for not adjusting the position is that the current logic remains unchanged.
We wait for the funds in the AI track to start. Once the market generally rises tenfold, $ACT is likely to become the leader.
