I've been adding to CCIV and PLTR.
I'm watching ZM closely, but getting the full position would be tough. It might need most of my remaining cash, and if I wanted to sell something, it would cause havoc for my OCD because I'd only want to sell stuff that's in the retirement account, but then I'm selling some shares from several positions and putting those in disarray. Building the current positions in the other two I mentioned is also using up free cash that I could otherwise put to ZM. If it hits $275, I think I'd find a way, but all this red is making me feel yucky inside and so I feel that if it does drop to that level, the rest of my portfolio will be gasping for air too, and making ZM a tougher move to make.