Hold the Line or Cut and Run?

Market’s taken a proper tumble, and my portfolio’s looking a bit peaky – though the big lads (NVDA, AAPL, GOOGL, MU, INTC) are still sitting on decent unrealised gains. The question is: do we stick with the old guard, ride out the volatility and trust the long-term thesis, or start punting on short-term swings while the VIX is having a field day? I’ve been round the block enough times to know that panic selling blue chips rarely ends well, but today’s red candles on MU and INTC (-7% and -8% respectively) do make one wonder if sector rotation is finally biting. Cash is healthy, buying power’s there – but is it smarter to add to these names on weakness, or pivot to momentum plays and options scalps for a bit of quick quid? Keen to hear from fellow old hands – do you sleep soundly with your Nvidia and Apple, or are you trimming positions and playing the bounce?   submitted by   /u/Leader_X865 [link]   [comments]

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