I just dumped my entire HYPE and NEAR position, I will explain why in my essay "Reality Test" dropping next Tuesday. TLDR: - Higher energy prices due to Iran war and inventory restocking - 3 Mega AI IPOs between now and early Q3 - Prediction that Trump goes anti-AI to win mid-terms for Republicans - I think highs in mrkts will happen btw now and September - Time to take profit, and two-step in beefa without worrying about my positions(Arthur Hayes)