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NORTH TECH CAPITAL

NORTH TECH CAPITAL

Independent research on long-term tech stock investing

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Cash Strategy

How to lock in a 123% gain in 18 months

March 28, 2026 by David Thomas

Following a 47% gain, we explain why we moved the North Tech 15 to 100% cash on 3rd March. Learn why the conflict in Iran changed the risk profile for tech and why protecting capital is our #1 priority.

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