$Sea (SE.US)$ I had purchased SE since January 2020 at average price $45. Sold off 75% of SE gradually at price of $250-$300 and still holding remaining 25%. It looks like SE has flawless execution and still have a lot of room to grow. Long SE
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$Palantir (PLTR.US)$ Great company. Just hold onto it for a few years. Forget about short term volatility
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Lankor1224 OP Bobi2206 : Because of portfolio rebalancing. When SE increases in value, the proportion of SE becomes bigger in the portfolio and normally will trim down lower to make it balanced. SE is the my best gain stock to-date