Only 3 of Saul’s holdings failed to participate in the big update: TLND, LGIH, NKTR (ok, he sold LGIH).
NKTR had a nice pop to a new high on Friday (against the big trend), but could not hold it. It was down Monday and Tuesday, so not seeing much support from the big boys.
ANET held well and paid off today, same for SHOP.
Always pay attention to strength on bad days.