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Holding strong on this challenge—moving forward steadily even with the workload piling up lately.
I've got conviction in several positions right now. $CG, $ENGINE, and $AIJ are bags I'm genuinely committed to, so I'm taking time to let things play out before dropping a full breakdown of what I've been working on.
Market's been interesting. Some consolidation happening, but I'm sticking with my thesis. More detailed analysis coming once things settle a bit on my end. Momentum's building slowly—sometimes that's exactly what we need.