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No. of Recommendations: 1
It is pretty gutsy to be this focused on one stock, but if you are right it can be amazing.

I remember nibbling on ENPH a few years ago and in hindsight wished I have been much more aggressive. Although diversification can protect, it can also hinder growth.

I like UPST. I think this is a good buying opportunity for them. I do not think that I could go 100% with them. I think my cap would be closer to 20%. But I wish you all the best with them. hope you hit a home run.
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