No. of Recommendations: 3
Sacrificed small test flight position in WORK and rolled it all into DDOG. This is the fourth
day in a row that I have added to DDOG. Think thats some sort of record. Might go for new record on Monday - who knows. Anyway DDOG is now a 13.1% portfolio position and second only to the mighty AYX.

Of note: MDB now pushed to the number 3 STARTER position and for no solid reason that I can discern except for DreamerD and TMB seemingly agreeing to its imminent demise after its upcoming earnings. I think I have that right - but I could be confused although perhaps not. Now, I could challenge their theory based solely on the ground breaking work of the very crafty, yet wholly insightful, psychologist Paul Meehl - who proved that rather sparse statistical analysis generated predictions whipped the holy crap out of collective expert opinion almost every single time in comparative testing - but to what end? And besides, I really don't want to draw attention to MDB at this time so as to not jinx the outcome; which, as everyone knows, could be entirely possible if the stock gods get wind of it - they are funny that way.

Also added slightly to CRWD, ESTC and ZM. Mildly tepid about adding to ZM - primarily due to its already slightly alarming, and now growing, portfolio bulk - but did so out of adherence to self imposed and ever changing trading rules I use as my own personal flashlight in the vast emptiness of the always twisting and turning market story.

Lastly - with the sacrifice of the innocent but largely ineffective WORK - at least to date - I am now faced with the, dilemma, of whether fleshing out the Bench just now makes any sort of sense. There are certainly candidates - many of which will be found competing on my upcoming Growth Stock Challenge - however, I find myself in a sort of stock investing malaise just now and much more interested in other investments, particularly Real Estate. So theres that.

Happy Holidays
All the Best,
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