I still have ~3m in Afterpay... so my trimming is more about...

I still have ~3m in Afterpay... so my trimming is more about portfolio construction.

I have not been wrong about competitive threats being nothing burgers. The reason I trimmed slightly last year was because I had seen how utterly stupid people can be and i thought the lemmings might run off the cliff again and I could profit by buying back cheaper.
I'm just teasing you for being more trigger happy, don't sweat it. everyone has their own risk tolerance. I'm just obstinate if I still think I'm right. Diamond hands are a blessing and a curse ...