
26.5
Bought
20
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.
74.22
Bought
The stock has become a bargain
215.75
Bought
20
Adding best managed health insurer - diversifying from AI, 2027 should be good for healthcare
366.86
Sold
10
Profit taking
392.45
Sold
25
Profit Taking
216.12
Sold
20
Profit Taking
1169
Sold
20
Profit Taking