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Ultra Clean Holdings Inc. (UCTT $23.30)
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CrowdStrike Holdings Inc. (CRWD $454.86)
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Digital Turbine Inc. (APPS $5.69)
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Palantir Technologies Inc. (PLTR $160.66)
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Upstart Holdings Inc. (UPST $82.83)
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Affirm Holdings Inc. (AFRM $74.79)
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Matterport Inc. (MTTR)
Q: I got caught in the recent drop with too much US tech. I have positions in these companies, all down more than 50%. I don't need to consolidate, but could if it means a stronger recovery. Looking toward a recovery in the market, do you see any holdings that have a lesser chance of recovery, that should be sold to add to another position that has a better chance of recovery? Thanks!