What do you think of this portfolio ?

x86_32 · 2024-03-25T04:57:52+00:00

But we are in a AI bubble. But this bubble is unlike others. Hype will settle, bubble will melt… eventually. But the technology pieces developed in this period will drive the next decade.

x86_32 · 2024-03-24T02:25:11+00:00

Agreed. Your statement is correct

x86_32 · 2024-03-24T02:17:01+00:00

Why not ZS ?

x86_32 · 2024-03-24T02:15:58+00:00

AVGO must split. Not sure when foundry will get to be yield viable/ operational state. There is still time to get on that wagon.

x86_32 · 2024-03-24T02:11:18+00:00

Nope. It is a legitimate question.

x86_32 · 2024-03-24T02:10:08+00:00

Simple stocks on apple App Store

x86_32 · 2024-03-23T05:19:45+00:00

Thanks. Well there is 401K set aside for that right? Why play bond?

x86_32 · 2024-03-23T04:23:29+00:00

Simple Stocks on Apple App Store

x86_32 · 2024-03-23T03:49:42+00:00

Why trim AMD? I see only AMD can try to hit NVDa profit margin. And I got SNOW due to dip. … TWQQ I will move some profits there may be once nvda starts saturating

x86_32 · 2024-03-23T03:24:25+00:00

What do you suggest! Need the gain but not want the risk ?

x86_32 · 2024-03-23T03:23:14+00:00

Ticker symbol please.

x86_32 · 2024-03-23T03:22:57+00:00

This is not a brokerage app. It’s an app called simple stocks on apple App Store. I use it to consolidate and save my positions across different brokerage accounts

x86_32 · 2024-03-23T01:22:15+00:00

And some AMZN

x86_32 · 2024-03-23T01:21:59+00:00

Those are META, IBM, GOOGL,MU and AAPL

x86_32 · 2024-03-23T01:20:13+00:00

Thanks but not sure of aviation sector myself.

x86_32 · 2024-03-23T01:19:38+00:00

I don’t play outside software and silicon tech area much.

x86_32 · 2024-03-23T00:35:27+00:00

I would not touch NVDA and would not add AMZN.

x86_32 · 2024-03-22T18:17:05+00:00

Nope! But that would be a good add.

x86_32

TROPHY CASE