
I hope you held with conviction yesterday, that was exactly what I did! You should know that a red day is a blessing in disguise. What I did: 1) Doubled my position in $AEHR 2) Opened new positions in $AMKR $INOD (check my thesis in other posts) 3) Sold CC on my $NBIS position (forgot to share that a few days back and it has paid off so nicely) $AVGO $MSFT still a sleeper but I am sure they will wake up at some point.