Sell Braze (BRZE)
After such a sustained market rally I’ve been looking to lighten up a little. With shares of Braze (BRZE) uncharacteristically weak today on no news, we’re going to step aside quickly. Braze also happens to be one of the few positions yet to report earnings (won’t be for a few weeks), and with a few drops this week in software stocks post-earnings, I’m not inclined to be too patient. Let’s step aside now to lock in a 25%+- gain. SELL
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