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Lin
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Trimmed: $TMDX
I decided to take some off the table with $TMDX today.
This brings me back down to just my core position.
I sold the shares I added recently and booked a minor loss on those.
A pullback was expected, but what’s concerning is that the sell volume is starting to pick up. That’s not the kind of action I want to see.
The long-term story is still intact, but keeping risk in check near-term.
Previous Updates
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- Weekly Market Update: September is Here
- Market Update: Nvidia Crushes Earnings
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- Market Update: The Future of Biotech
- Weekly Market Update: Earnings Acceleration
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- Market Update: Nvidia’s Way Around Memory
- Weekly Market Update: LTCM 2.0
- Market Update: The Trajectory of AI Compute
- Weekly Market Update: Peak Earnings Season
- Market Update: Q2 Earnings Recap #1
- Market Update: DeepSeek 2.0