Laying low today, after unloading nearly everything yesterday. Will research over the weekend and decide how to proceed. Only BIDU and NTAP long here at moment.
Total Position: 100% net-long, 12.9% invested
Currently Long (according to size): BIDU (7.2%), NTAP (5.7%)
Currently Short (according to size): no current position
Futures Accounts: no current position
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