What I Am Buying Today.

[ConnerM]

Added DG, GOOG, and CRM

[vbin]

Added ADBE, pep.

Started 1 stock each, snow, panw, Crwd,now, v

[poneyboy]

We think a like vbin lol

Added some SNOW, CRWD, NOW, MSFT, AMZN, and SMCI

Been waiting for a dip to add some TECH

[vbin]

(05-31-2024, 10:17 AM)poneyboy Wrote: We think a like vbin lol

Added some SNOW, CRWD, NOW, MSFT, AMZN, and SMCI

Been waiting for a dip to add some TECH

Great buys, I work in tech and yet I have had less exposure to tech always in my self managed accounts , trying to change that now.

[divmenow]

Added 5 new growth names to my portfolio this morning

APP, TMDX, POWL, CRWD and MPWR

Did a lot of research on these and was looking for some new growth names that most don't follow lol

Also added a few SMCI INTU and TSCO

Trimmed some AOS, ANF and COIN

[vbin]

Added 1 smci, their thin and declining margins worry me. I know rev is growing, anyone looked into that ?

[vbin]

Also looking at intc, I think they will make a come back but it will take years

[MrFortune]

Added SNOW and TMUS

New positions in ROK

INTC is like an old dinosaur now. I don't think it will ever be the same lol

[MrFortune]

Bought NKE as well. With the improvement of FL and the Olympics coming I think this will move past $100

[crimsonghost747]

I added a bit of MSFT. Sure, it's expensive when you look at it short-term but it's still a company I want to own a lot of for the next few decades.