While I think I understand where you're coming from, I'm not sure any of this even matters. It's really simple---
We invest
We wait to see whether we win or lose.
We reconnoiter as makes the most sense---or, at least we think so.
How we think about things doesn't necessarily translate into gains.
I don't mean to rain on your parade. I'm ever the theorist, looking for reliable routes towards future profit potentials. And I continually operate on a 180 basis, never convinced I've got the one-size-fits-all formula.
So are you gonna take your gains soon or wait for the next upgrade insisting DK is going to $74? lol