I agree. Thats why I took a lot off the table this year, all my long tech in fact. The portfolio was weighed almost 50% tech prior to mid this year, mostly in the two mentioned above and most due to SP accretion. Massive double downs and knife caught during the GFC on those in fact I remember GOOG $360 down to $130. AMZN $95 to $42.
These events are opportunities Joe. Not things to run away from. SFR/Cu is the same play as above at this point. In times like these and on macro longs you bet on the caliber of the board more than TA.
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