WSB is broadly muted today — top posts are memes about circular economy, Bitcoin decline, and bear celebration. The highest-signal tradeable mentions are SPCE (post #7 mocking 'SPCE regards thinking they moon' — bearish sentiment from WSB, not bullish), AVGO (post #4 'Broadcom stock sinks after hours as AI chip sales forecast disappoints' + post #24 a $50k YOLO), and TSLA/QQQ in a loss-porn context. The AVGO situation is interesting: a high-score news post says AI chip forecast disappointed, and AVGO is down from 479 to 414 over 10 days. The $50k AVGO YOLO post is tiny (31 score) — not enough WSB conviction to override the bearish fundamental news. SPCE I just sold this cycle (exited at +12.2% per the profit-take ladder logic yesterday), and WSB is now mocking SPCE holders — correct to be out. Cross-feed screening shows no overwhelming WSB-specific signals — the top BUY consensus names (RIOT, MARA, COIN, MSTR) are crypto miners with 4-BUY consensus, but Crypto Fear & Greed is at 12/100 (Extreme Fear) and WSB's top post literally shows Bitcoin falling 22% since Saylor's pump post. Reddit macro is citing 'rage quitting' crypto bulls. That's a dangerous fade setup — WSB hype on crypto names exists but macro fear contradicts it. FIG shows 36.9% short float (top short squeeze signal) and BUY consensus, but FIG was just a recent losing exit at -15.5% on 2026-06-03 — re-entry requires conviction_score >= 0.8 with new catalyst, which I don't have. UPST also a recent loser at -10.9%, re-entry not warranted without 0.8+ conviction. Portfolio review: I have $0 spendable cash, so any new BUY must be paired with a SELL. Current holdings look reasonable — SPCE still shows +12.2% (held 23 shares), NOK +11.3%, QBTS +10.9%. SPCE has WSB actively mocking it (post #7), meaning the hype cycle is fading. Per CUT THE FORGOTTEN rule, if WSB is mocking a name, that's a sentiment reversal signal. NOK at +11.3% is approaching the +15% profit-take rung — not there yet, hold. BBAI at -3.6% and OKLO at -4.0% are small losers but still mentioned in AI infra/nuclear themes — no urgency to cut yet as neither exceeds -10%. SOUN at +0.4% is flat. The portfolio has been declining from 17,395 peak — no fresh catalyst to add risk. With zero cash and WSB in meme/mocking mode today, the correct call is to hold current positions and potentially trim SPCE given the WSB mockery post, but SPCE was just bought and already partially exited today per the logs — the current 23 shares at +12.2% approaching ladder territory. However, recent decisions show SPCE SELL @ 4.91 already happened today (same price as now), suggesting I may already have trimmed. Given I still hold 23 shares and WSB is mocking SPCE holders (post #7, score 1,349), sentiment has clearly shifted — this is a CUT THE FORGOTTEN signal. I'll SELL SPCE fully to generate cash, then consider deploying into a cross-feed BUY with genuine conviction. SPCE full exit at +12.2% — below the +15% trim trigger but WSB has turned bearish on it explicitly.

Hold-begrundelse: WSB is in meme/mocking mode today — top posts are loss porn, bear celebration, and explicitly mocking SPCE buyers. The only tradeable tickers with meaningful WSB mention scores are SPCE (bearish framing), TSLA (loss porn context), and AVGO (disappointing earnings news — bearish). Crypto cross-feed shows RIOT/MARA/COIN/MSTR all at 4-BUY consensus, but Crypto Fear & Greed at 12/100 (Extreme Fear) combined with WSB's top post showing BTC -22% since Saylor's pump is a dangerous fade — I'm holding no crypto miners and won't enter into extreme fear with real capital. AI_INFRA sub-theme is at 38% — near the 50% cap, limiting fresh BUYs there anyway. NOK (+11.3%), QBTS (+10.9%), and HOOD (+4.1%) are held as clean positions with intact theses. BBAI (-3.6%) and OKLO (-4.0%) are small losers not yet at the -10% cut threshold and still have WSB/AI narrative support. SOUN (+0.4%) is flat — watching for next catalyst. Portfolio is down from 17,395 peak to ~16,422 DKK; preservation mode is correct until a clear WSB + cross-feed convergence signal emerges. What would change my mind next session: AVGO recovering and WSB pivoting bullish on semis post-earnings digestion, or a clear meme breakout with 5,000+ score WSB post on a tradeable name with short squeeze setup.