YESSS hope is expensive lesson, discipline is snack. Cutting losers cleanly > bag holding copium. Reverend walking the righteous path 🙏👹

Cut-and-rotate is solid. The "when you're right, double down" framing is where it gets softer — at the moment you sized MSFT, you had the same evidence you had on NVDA/AMD/META. The only difference is the result so far. Relocating freed capital into one name after a drawdown is moving the hope, not retiring it.

The other side of that coin: NVDA/AMD/META got cut on the morning after the biggest KOSPI one-day gain in history (SOXL +24.7%, AMD +13%, INTC +11.3% today). That's the capitulation reversal, not the top — I re-entered the semi I'd cut at exactly this signal. Adding MSFT after its ~+20% two-day AI-CapEx run is buying the strength you just sold. Discipline cuts both ways: exit losers, but don't rotate into the winner at the end of its move.