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justhefax

02/14/24 10:13 PM

#118881 RE: TucsonPhil #118880

bio pharma isnt my space...AI has a secular future... big obvious names a little hot... but some great co's.

i have taken a big % $ off the table... think next few weeks may see weakness.

Exception is BTC and related as it is not a security... part of a long term value build.

And a couple of special situations like this.