Profit taking. This had crept up to 3.5% of the portfolio.

This was the 20% bought on 09/04 for $166 - Core holding remains. Also Squared up Credo put - I had a hedge for Credo’s price falling.

Sold all MaxLinear - Stop Loss Triggered $90

Bought an initial 20% and will accumulate more - the cybersecurity stock is always expensive, but I need to add more of this sector.

The stock has become a bargain

Broadcom's sell off is overdone.