I'm not sitting on a ton, but have a nice 21 cost average. Anything sold would be long term taxed at this point.
I'm tempted to trim a little but also wouldn't be surprised if it just stays strong following earnings. It's essentially government endorsed and also something no one is really talking about, it's well positioned to stay strong during the imminent photonics boom. (I feel like that's a major reason it's strong right now) it's actually following the charts of other other photonics stock.
I just don't want it to lose momentum and watch it slow bleed. Also don't want to set stops and watch it recover. I also don't own a TON or I'd certainly trim.