Have reduced position in mesh to .3% from .8%. maybe the AI thesis pans out eventually but for now it's a side bag.
👍4❤1
Will update more tomorrow. Am buying plane tickets for later this month.
❤3
boot's book of moderately ok analysis.
We bottom ticked Delta. You can see where I sold it all but bought back immediately haha.
Also we should have doubled down on Delta because it has a strong moat. Memes are fleeting. Good tech has less competition.
❤4
But fr, things are looking ok. Lotta post clarity act fud moving away. Good coins moving a bit.
❤5
Really should have full ported and not been a coward
Profit is profit. These are good foundational bags.
👍2