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...and sure enough both ZM and PTON getting hammered just as hard today. Both down around 16% as I write due to vaccine results, regardless of SaaS / non-SaaS model. Just sayin'...

FWIW, I added a little to both positions, but I'm keeping dry power on the side. Major sector rotations like we are seeing rarely complete in 1 day. But the sale is a little too good to for me to ignore for now.

-Dave.
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