No. of Recommendations: 5
I sold mdb yesterday.
While i agree the amzn thing is fud, i do not like rhat potentially cramping future user growth, the sympathy moves that may happen from others now, and the love for postgreSql. They also seem the furthest from making profit of my tech stocks.

Combine all that with a high p/s and they are priced fir perfection and that makes their next couple ERs dangerous.

I am also selling nvda today, more because it is up 20% or so in a couple weeks and there are enough snippets out there suggesting gaming pain isnt all flushed out. So i see a "meh" ER/CC coming up. May revisit in 2-3 months.

Thinking it is time to rebalance with some smaller caps with more likelihood to run in next 12 months.

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