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I definitely don't get them all right.... but I 'knew' that Apple at $125 was a good buy. Up again today even in a red market.
All big tech is up way up. Especially some of the chip and SaaS names. Even AMZN is trying to climb the hill again. The chips especially have been soaring. I have been pounding the table on those names here for months.
One thing about money is it loves a vacuum ….where there is a demand money will flow …I would bet tomorrows chip manufacturers are not even heard of yet
Bought 150 more shares of T friday for a total of 400. Looking to add another 100 if it drops to 27. Also added 100 shares of intc, now my biggest position, good chance their capex on these two new huge fabs ends up almost all tax payer funded based on recent bill passed. Sitting on 22% cash now. Probably not adding unless things drop another 5-10%
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