Last week, management provided a strong order update and significantly increased its 2028 financial framework for revenue, margins, and free cash flow.
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We always say discipline trumps conviction, and we don't want to be greedy after a tremendous rally.
We're taking off more of this stock as shares hit a new record high Wednesday.
The financials were one of the top-performing groups in the market Wednesday, and we are capitalizing on this strength.
We're raising more cash for the portfolio into strength after the S&P Short Range Oscillator officially entered overbought…
We're trimming this position to take advantage of the stock's 12% gain to start the new year.
This AI stock has a more visible path to victory than its hyperscaler peers.
