According to @stocktalkweekly, they stayed entirely net long over the past few weeks and said portfolio drawdown was cushioned by positions in VIAV, ENS, DOCN, AMKR, and NTCT, source: @stocktalkweekly on X. No cryptocurrencies were mentioned in this trading update and no direct crypto market signal was indicated, source: @stocktalkweekly on X.

According to @stocktalkweekly, NTCT, VIAV, DOCN, and ENS traded green while the broader session was described as a blood bath. Source: @stocktalkweekly on X, Nov 6, 2025. This price action indicates relative strength versus the wider market per the source’s characterization. Source: @stocktalkweekly on X, Nov 6, 2025. The post lists the ticker ENS without specifying whether it refers to a stock or the Ethereum Name Service token, so the asset type is not defined by the source. Source: @stocktalkweekly on X, Nov 6, 2025.