Bought an initial 20% and will accumulate more - the cybersecurity stock is always expensive, but I need to add more of this sector.

The stock has become a bargain

Broadcom's sell off is overdone.

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.

Bought 5% more of Vertiv Tech (VRT) $247.55 the drop is an opportunity.