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Subject:  Re: 1623 Capital Date:  3/29/2019  2:07 PM
Author:  smoothoscillator Number:  23003 of 23016


That's very similar to what I've done.

I sold the pro stocks that we were recommended to sell in one of the emails, but have hung on to everything else I had.

I outright purchased TWLO, SHOP, and ANET.

I've been researching opportunities in 5G, but my feeling right now is its a difficult space to make sense of. The really interesting thing to me is semi's that might benefit from the small cell network build out, but I've not found it an easy space to get a handle on. The communication equipment is not like the consumer electronics space were you can quickly and easily tear down information.

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