I’m comfortably long both. Monitoring closely to look for sell signals. $MU was down more than 20% just 2 weeks ago. It is difficult for me to ride parabolic gains so am fighting my nature staying in. There are still so many people calling a bubble I think there is still more to go. I work in this industry which is helping me stay on the train.
@RealJimChanos@JohnTinsman Agree. This was done to show better revenue picture for SpaceX IPO. Elon had to give something off books to Anthropic to get this press release. Makes me wonder about the viability of the IPO.