Samuel Meciar's avatar
$34.3m follower assets
Sold some more $NVDA at a 7% gain for some rebalancing. I remain bullish on the long-term prospects, just don't want to be as overweight relative to my other positions.
Reasonable Yield's avatar
Managing the book, nice to see.
Joshua Simka's avatar
Plans for the cash you raised from this sale? Or did it go toward your $DDOG/$MDB/$MNDY purchases?
Samuel Meciar's avatar
@tomato yes it did, but much of those 3 purchases was actually funded by newly deposited money.
Rihard Jarc's avatar
Even thought $NVDA is a great business it still looks expensive in this market.
Samuel Meciar's avatar
@rihardjarc I don't disagree, but I'm willing to play the long game here and I know why. I'm not rushing to make additions to this position at these prices though.
Rihard Jarc's avatar
@sammeciar Yeah makes sense to slowly build up the position.

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