I should probably start using this space for real memos! For now, quick notes every few days will have to do.

After frustrations over riding the vaccine wave, I decided to get off. Exited very green ($PFE and $MRNA ) but not what I expected at all. Will continue to watch closely. And am still in $NVAX for better or for worse.

In bio tech, I added to $TWST and $PSTI positions. $TWST because have seen 60% returns so far and think this will skyrocket. $PSTI because despite the drop, we are seeing a quick comeback. So good to average down.

Lastly, bought first position in $BIDU . Excited about this one with their speculation about getting into EV.