Lou Whiteman

Capacity where you have it matters, unlike data centers.

I don't want to whisp past a graveyard here.

I think there's a real threat to these companies, but I do think that it's going to be harder in practice than it is maybe just with data centers and some of the other areas.

I think these other companies can survive and thrive even with Amazon.

Yeah.

Sterling's up 47% last I looked today.

That's brutal.

And I get it.

And I don't know if I've ever been there where 47% up a day and oh no stock I sold, but it feels terrible.

And I get that.

I got to say though, taking profits to me is never a terrible thing.

So

I do try and appreciate the fact, well, profit is good.

I don't think there's a perfect formula.

The closest thing is something Matt said is that I try and look at the reasons I bought in the first place and ask, are they still valid?

And if they're still valid, I'm probably want to hold on.

But if not, or if the thesis has played out or, you know, I just got lucky and the reasons I bought weren't the reasons that went up, maybe that's a reason to look elsewhere and

That's really hard to do.

It's a good reason to write down or at least remember the reasons you buy, whether you journal, something like that.

But again, for me, I try to stay with something as long as I believe it, whether the stock is doubled in price or cut in half.