Selling DRAM on today's strength. Not because the memory thesis broke, but because I bought a cycle and cycles get sold. Launched April 2 at $28, ran to $81, sitting around $50 last I looked, still way up from launch and where I bought. I missed the opportunity to sell near highs but I don't want to be too greedy anymore. Planning to re-invest DRAM proceeds into other fund/funds. I thought about NASA as I am bullish on the Space theme but we all saw how dramatically poor the performance has been
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