《Nokia Stock Crashed 20%+ — Is This a Buying Opportunity?》
持有Cloudflare，因预期市场在2027年初前仍有上行空间，暂不减持。
最终决定，我们从2019年底、2020年初就持有Cloudflare。还没有准备好减持，尽管它有点在观察名单上准备减持。
Ultimately decided, we've had Cloudflare since late 2019, early 2020. Not ready to trim yet, even though it is sort of on the watch list to trim that position.
我们认为最终市场可能会在年底和2027年的头一两个月走高。所以我们会等等看。
We think ultimately there's probably going to be a run higher in the market through the end of this year and first month or two of 2027. So we're gonna wait and see.