The creator is holding Micron but plans to trim positions rather than add more, despite believing it's undervalued.
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When to Trim Your Winning Stock Positions
Jun 25, 2026
The creator discusses their strategy for managing winning stock positions, specifically mentioning Micron. They do not plan to add more Micron shares, expecting only to trim existing positions, despite believing the stock is undervalued. The discussion also touches on portfolio allocation limits and the importance of not getting too greedy with winning positions to avoid making rash decisions during market downturns.
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