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No. of Recommendations: 5
I've been selling the past few days. Not TenCent but other names. I sold out of my NFLX position after ridiculously fast gains there, cut back on ATVI, took my big gains in TWLO, ended my losing trade in Micron, sold AAPL.

No changes to my top positions in BKNG, GOOG, AMZN, MA, STZ.

Watching the 150 level on FB.


Can change direction at any time,

Naj
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