I'm at 54% cash just in case #OrangeOrangutan dies overnight and I will be able to pick up bargains. $WORK $MRVL $AMD $MSFT $FB $TWTR $VIAC $NKE $CC $NVDA $NET $RIG $DIS $UBER $ON $SONO $MU $SBUX $INTC $AAPL $AMZN $GOOG