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George Atuan, CFA's avatar

Spot on. You’re exactly right that articles and hype peak when a stock’s already flying high, then vanish when the cycle turns. That’s why the real edge comes from sneaking in when no one’s talking and easing out as the crowd piles in. I’m actually trimming the positions flirting with “extreme greed” and reallocating into names that’ve barely moved all year hoping they get their day in the sun soon 😊

Thanks for the reflective write-up, I really enjoyed it!

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