@alojohhardcore@dsaks01 I’ve got significant concentration in Micron. To reduce risk and spread allocation to improve margin posture, is Oracle a strong choice as an offset or is there a more attractive company (Xpeng or other) that offers more potential near term upside against the MU drawdown?
@alojohhardcore@NFTMania11 Can you share your current strong buy level for Oracle? Also, at what price points or under what conditions do you plan to start exiting or trimming your position?