June Monthly Roundup: The Market Stumbled in June. The Portfolio Didn’t.
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.
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.
The June jobs report, Nvidia’s rev share model, SAP gets aggressive on AI, and other headlines moving stocks this morning.
Let’s discuss PLTR’s oversold condition, increased earnings expectations, and notable valuation.