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![taobanker Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1326694710933676033.png) taobanker [@taobanker](/creator/twitter/taobanker) on x 7081 followers
Created: 2025-07-23 22:01:31 UTC

the market has lowkey put me in a kind of tough position this last couple days by bidding $cpb $tap which I saw as defensive escape valves and also bidding $cnc $moh while I literally just pivoted into $lmt. meanwhile feels greedy to not take a stab at another $zroz allocation here. overall just lots of tight tradeoffs rn imo.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948141451793330610/c:line.svg)

**Related Topics**
[lmt](/topic/lmt)
[moh](/topic/moh)
[imo](/topic/imo)
[$zroz](/topic/$zroz)
[$moh](/topic/$moh)
[$cpb](/topic/$cpb)
[stocks consumer defensive](/topic/stocks-consumer-defensive)
[$tap](/topic/$tap)

[Post Link](https://x.com/taobanker/status/1948141451793330610)