$IonQ(IONQ.US) fell nine points, the quantum computing sector was dragged down hard by AI sentiment this time; $Destiny Tech100(DXYZ.US) fell three points, $Planet Labs(PL.US) basically didn't move. Quantum computing, Pre-IPO tech funds, and satellite imaging all weakened today. For this kind of high-valuation theme with no near-term milestones, do you reduce your position first or hold firm during a pullback? I would reduce first—it's easy for frontier themes to drift lower in the absence of catalysts. It's more cost-effective to re-enter after the next piece of data or order materializes.
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