340
Bought
The sell off from $420 is overdone, the long term story remains terrific. This is the second best bet in AI after Nvidia and Hock Tan’s credentials are second only to Jensen Huang’s.
376.36
Bought
20
Bought an initial 20% and will accumulate more - the cybersecurity stock is always expensive, but I need to add more of this sector.
128.28
Bought
5
The stock has become a bargain
347.86
Bought
5
Broadcom's sell off is overdone.
169.55
Bought
20
Bought an initial 20% of Shark Ninja (SN), $169.55, will accumulate more - this is the market leader in appliances and doing really well in a category given up for the dead.
247.55
Bought
5
Bought 5% more of Vertiv Tech (VRT) $247.55 the drop is an opportunity.
875
Bought
