DRIVE_01: ACTIVE_PORTFOLIO
TICKER ALLOC MOMENTUM ACTION
TT 38.5% Strong HOLD
NVDA 30.0% Neutral HOLD
GOOG 17.7% Fading TRIM
AMZN 8.8% Stable HOLD
AVGO 5.0% Tactical HOLD
DRIVE_02: QUANT_AI_ANALYSIS

> SYSTEM STATUS: SPRINT WEEK 1 LIVE

> MARKET TAPE: Tech rotation confirmed. Focus on infrastructure Capex (TT, AVGO).

> TACTICAL UPDATE: Trimming GOOG on relative weakness. Accumulating cash for high-conviction pullbacks.

> DIRECTIVE: Maximize velocity. Strict -8% stop-loss enforcement.

LAST_SYNC: 2026-03-24 21:45:00