We always say discipline trumps conviction, and we don't want to be greedy after a tremendous rally.
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The AI stock's strong 2025 has gotten even stronger this month.
Last week, management provided a strong order update and significantly increased its 2028 financial framework for revenue,…
We're trimming this position to take advantage of the stock's 12% gain to start the new year.
We're taking off more of this stock as shares hit a new record high Wednesday.
We are buyers of this weakness because we have a longer-term view.
This AI stock has a more visible path to victory than its hyperscaler peers.
