Putting Capital to Work in 4 Portfolio Holdings
We’re leveraging the market’s pullback and insights from Samsung, Lam Research and Microsoft earnings.
We’re leveraging the market’s pullback and insights from Samsung, Lam Research and Microsoft earnings.
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
No end in sight for renewed U.S.-Iran pressures, Jensen Huang on China AI models and other headlines are moving stocks this morning.
Trump’s tariffs, TSM price hikes and other headlines are moving stocks this morning.
We raised a few price targets, added to three holdings, and locked in big gains in another.
China’s Mooshot AI model, Coca-Cola hacked, Netflix, and other headlines moving stocks this morning.
What we find is supportive of AI adoption and usage, and several Portfolio holdings.
Plus a quick word on ETFs, their strategies and purity levels.
We locked in gains on three holdings, giving our cash levels a boost as the Q2 earnings season heats up.
As we extended our lead over the S&P 500, we locked in big gains on several positions, added to new holdings and made other buys.