192
Sold
20
Profit taking/de-risking/raising cash anticipating high interest rates to correct growth stocks. We could be in for a correction for a few months. Long term strategy focus on AI and growth stock remains one of cautious optimism, with some rebalancing and raising cash levels to buy at cheaper prices.
199
Bought
Bought 10% of Vertiv (VRT) $199 - I see little downside risk from these levels,
207
Bought
Bought 10% more of Bloom Energy (BE) - $207 - I don’t see power shortages being resolved for 3 years at least, this sell off is an opportunity.
139
Bought
Bought 20% more of Reddit (RDDT) - $139 The sell off looks like an opportunity
1590
Bought
Bought 20% more of Mercado Libre (MELI) - $1,590 The Sell off due to Brazilian elections looks like an opportunity
191.63
Bought
Bought another 25%
3536
Bought
Bought another 25%
