The stock's 18% rally last week made it our largest position in the portfolio.
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We're raising more cash for the portfolio into strength after the S&P Short Range Oscillator officially entered overbought…
It's our second trim of this name this week. We right-sized the position Monday.
There's no indication of a material problem for the business. The stock, however, plays by different rules.
The massive run in chip stocks is giving us an opportunity to lock in huge gains.
We're stepping in again as the stock continued to pull back from their February highs.
We're trimming this position to take advantage of the stock's 12% gain to start the new year.
