Rebalancing my 20% short from 50/50 Russel/Nasdaq short to 75/25.
QQQ is at support and caught a big bid, indicating a possible short term bottom.
Russell does not have such issues.
Also sold 1.5% QQQ to take .75% MUD, a 1x inverse ETF of MU (Micron) in order to get more direct exposure. PSQ (1x inverse QQQ) has a pile of non-tech stocks in it.
Will look tomorrow for either confirmation of reversal (to go 90/10 Rus short) or attacking/breaking support again, in which case we can go back to 50/50.
Also switching my 10% position in EDV to TLT. If AI confidence isn't falling apart, then there's no reason for rates to drop yet, so no reason to get the maximum duration exposure. If support breaks and expectations for AI borrowing to dry up earlier increase, we can get more long bonds in TLT.