This was yet another volatile, but opportunity-filled week.

Unfortunately, we took a hit on Alphabet (GOOGL) on the Apple (AAPL) Safari search news.

But thankfully, Bitcoin has been blasting up which of course was great for our IBIT remainder.

The market basically rolled its eyes at the FOMC Rate Decision Wednesday.

We have an inside day so far, which makes perfect sense.

It's because all eyes are on this weekend's trade talks between the US and China.

That's locked the market into "binary event mode" where everything is hinging on one event.

So it's hard to ready too much into anything.

The real question is if we get a positive outcome this weekend, do we get a sell-the-news Monday?

It's hard to tell.

But for now, this is time to think about cleaning up loose longs

And focusing on the best situations only.

Know what you can handle because anything can happen Monday.

Now let's talk about our current names:

iShares Bitcoin Trust ETF (IBIT) has been an absolute powerhouse, and I'm glad we stuck with 1/3. There is still big upside potential here with Bitcoin in full runaway freight-train mode.

AST SpaceMobile (ASTS) was stuck in the mud for quite a long time but it's starting to act better. They have a company update on May 12 which could wake it up.

Enjoy your weekend!

-Scott