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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: FIFO_kid2 who wrote (78233)	10/8/2025 3:55:02 PM
From: Elroy	Respond to of 78464

I don't know if this is the type of company to hold a zero cost in it What does that mean? So PSTG makes flash storage arrays, and then rents them out to customers? Odd. Do they have a storage data center, and rent as a service, or the rent out the system and the customer manages it? I guess using (and paying for) only as much storage as you need, and letting someone else manage the system may be appealing for the customer. Never really thought about that. I just bought it on a whim, I don't really know much about them. Bought a bit of SNOW as well with the same limited understanding. I'll pay attention now for a year or so and hopefully understand them both better by next summer.

To: FIFO_kid2 who wrote (78233)	10/8/2025 4:12:47 PM
From: FIFO_kid2	1 Recommendation Recommended By E_K_S Respond to of 78464

Basically if I know a business is in secular growth mode and is a leader I tend to selI my cost and let profits run. PSTG was a tough decision because it does have competitors but is certainly unique in its makeup of sales. Any way I bought MRVL on the Q2 earnings sell off which didn't make sense in terms of the size of the hit and didn't want to overallocate funds to the tech space. I have also been slowly dribbling out (about 1/6 of my original INTC position).