$SpaceX(SPCX)$ I sold out of a

$SpaceX(SPCX)$ I sold out of a 9k position at $154.8 on the way up, which turned out to be too early. At the time I said I would be interested again down around $147. Now that they are selling names like NVDA and META that are growing 10x the S&P 500, the proceeds have gone into the weaker breadth names such as HTZ, MCD, RH, and NKE. Regarding SPCX, I just rebought 6k at $145 on the way down. If the quant-driven selling keeps pressing, I will double down.

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