No. of Recommendations: 4
Been nice bounceback January.
Locking in some profits for cash for flexibility in case a watchlist or owned stock gets unfairly smacked down in upcoming ER/CC.

Sold: ntnx, nvda, mdb.

Still long: ttd twlo ayx gh estc zs and acrgf

Looking at some $3b or under stocks that may have more room to run.

Dreamer
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