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.
19.23
Bought
10
148.25
Bought
5
410.5
Bought
Initial purchase, will add more on declines.
109.8
Bought
Initial purchase, likely to add more
10.01
Sold
It was a tiny position, keeping Rubrik and Crowdstrike in cybersecurity.
45.76
Sold
It was a small position, recovery looks uncertain and too far out.
