FinallyFoolin May 2023 Portfolio Update

Brilliant. I completely agree, and I too am very happy for those who have kept Cloudflare, even very large positions, but man I would be scared to press my bets at these levels. I think of the analogy of the man walking dogs in the park (Very simple post on UPST - #6 by chang88), and it seems this dog has wandered waaaaaaaaay too far ahead of the man. A good opportunity (if I’m right) for moving money from Cloudflare to something else…if one is so inclined.

Bear

PS - unrelatedly, congrats on this move:

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