80
Bought
There is an active short from Hedgeye on the company based on execution and operation delays expected in 2026. It could go lower, but in the long run, I think it’s more noise than anything. Hedgeye isn’t even questioning the long term potential, in fact, it was early in discovering the company.
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
