Selling a little more Baidu in the $193 area now. Close enough to $200 for me. Keeping my final 1/3rd and my stop is waaaaay down in the $130’s but climbing fast, so I imagine I will own iit for a long while. Will revisit at $130 or $300.

Going to take the profits and add some gold stocks, semiconductors and porn (RICK).

May add some Altria here as the dog of Wallstrip. My portfolio is lacking a death edge.

Disclosre – Long BIDU, many gold stocks, RICK, ASX, NVDA