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Neo's avatar

Thanks for sharing Geo. Curious on why would MU's position sizing be 60% of the portfolio? Cheers

Geo's avatar

Yes that’s a great question, I was able to get sized in as my entry was 1.2% above my stop. It’s also a mega cap stock in theme. I derisked the trade today by half. I’ll show my prints and thoughs on it in today’s DPR.