$AAPL feels like Atlas holding up my portfolio these days • pushing 15% of my port, largest holding by far now (as certain other stocks tumble) • P/E pushing 40 (highest in MAG7 after Tesla) Stock chart has been a relentless staircase. I’m thinking about finally trimming this again, which would be my first sales of the ticker since 2021 People have been telling me it’s time to sell for years, and up to now that would’ve been a huge mistake. The question is whether this time really is different 🤔
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