SA had recommended once or twice in the last year, and I believe someone on here did the same, so I took about a 7.5% position about two weeks ago.

Yesterday, they announced Q2 EPS of $2.08, a 28% beat over the $1.62 consensus. That’s their 10th straight quarter beat, and their stock jumped 31% within the first 15 minutes of today’s open. They finished at $206.50, up over 36% on the day. As a result, my entire portfolio jumped 2.6% today.

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