Alphabet:Position Changes: Difference between revisions

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== 2023 February 3 ==
== 2023 February 3 ==
I reduced the alphabet position by %.  
I reduced the alphabet position by 35 %.  


Reasons:  
Reasons:  
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* There might be a narrative flip against Alphabet at one point e.g. if competitive dangers gain traction.  
* There might be a narrative flip against Alphabet at one point e.g. if competitive dangers gain traction.  
* There might be a better buying opportunity in the $60-$80 range.
* There might be a better buying opportunity in the $60-$80 range.
=== Opinions ===