I don't for see any changes to the portfolio unless a big move is made in any of the holdings.
If anything maybe i'll cover X if it manages another dollar of downside.
I will give MRVL a little movement may set stop down further to 16.16. The SMH is setting up and MRVL is part of that VESA is moving up big today, BRCM is off a bit in premarket. I believe that accounting changes aside MRVL has some huge upside,,,,,,,,if....................you know.
Oh and watch out for a rinse in X to the upside remove stop and reset after the open.
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