Waiting for the transcript to come (don’t have the patience to go through the recording). Technically its at an important juncture nearing 200 daily EMA.
I think the downside risk is not too much (I may be wrong which I often am) but the upside at this level will be time consuming - so an opportunity cost where on the other end broader market is doing well.
Disc: No position. In a dilemma whether to start building core position or wait for it to setup technically.
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