Sold my $NOW position for a 40% gain from June purchases in the $90-115 range. Still love it, will be looking for pullback to $125 or so to restart position.
@Jake__Wujastyk Could help, but I think this is more about the bond market and what the Treasury is doing. Need Warsh to pick a side, but not sure he's going to.
@Jake__Wujastyk Word is he's gonna tell countries they have to pick between US and Chinese models and if they do the latter, they can't have NVDA chips.