trimmed some $CBRS today. bought at 225 last week. sold some at 256. +14% locked in on the shares that came off. earnings tonight. i don't hold full size into earnings on a name that just ran 14% in a week. that's how you turn a good trade into a coin flip. not selling the full position. still holding the rest for the longer thesis - cerebras is the wafer-scale AI chip play that's structurally undervalued vs the crowd around it. if earnings rip, the rest of the position keeps working. if earnings tank, i already locked profits WE're WINNING. Let's ROLL.
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