Jan 2-3 were huge days. Biggest ever for me. YTD since Jan 1, I am up over 11%….not bad for a couple weeks return. You guys should be similar? FYI: I initiated a 2% position in OKTA yesterday and bought a little more MDB given its recent decline that I believe is unwarranted. Today is a pretty darn good day also. Happy investing Brix!! As always, just let me know if you want to be removed from this text message.
PS- I am also now completely out of ANET. Still a great company, but I feel there are faster horses to apply the funds and I’ve ridden ANET up for over a year now.
As AYX tests it’s all time high, this chart is a beautiful thing. If it breaks through $70, that is a great sign With little resistance beyond…now if China, Trump and other beta risks will just cooperate! 😉
Also of particular note, TWLO is also sitting at it’s all time high….
