When you get yourself into a clean technical setup and it starts working quickly, my best advice: Come up with whatever narrative necessary to keep yourself patient in the winner. I thought cybersecurity names looked weak over the weekend. If I had gotten short, I probably would've told myself, "AI is going to replace half these cyber companies anyway." But now that I'm long $OKTA and it's working, my brain is telling me, "It's a truly dangerous world without some of these cybersecurity companies." Whatever keeps you in the trade 😂 $CRWD $PANW $FTNT $OKTA
View on X ↗