Market’s taken a proper tumble, and my portfolio’s looking a bit peaky – though the big lads (NVDA, AAPL, GOOGL, MU, INTC) are still sitting on decent unrealised gains. The question is: do we stick with the old guard, ride out the volatility and trust the long-term thesis, or start punting on short-term swings while the VIX is having a field day? I’ve been round the block enough times to know that panic selling blue chips rarely ends well, but today’s red candles on MU and INTC (-7% and -8% resp
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