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Lin
AAPL
Buy
Adding to: $CRDO
I’m adding to my position here.
Fantastic earnings beat
Revenue, earnings, and margins are accelerating
Building out a nice handle
Hot AI infrastructure theme
This has the makings of a potential new leader.
And I’m looking to add more once it breaks out of this handle, clears the resistance, and starts moving toward all-time highs.
Previous Updates
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- Weekly Market Update: September is Here
- Market Update: Nvidia Crushes Earnings
- Weekly Market Update: Yields
- Market Update: The Future of Biotech
- Weekly Market Update: Earnings Acceleration
- Market Update: The Next Generation of AI Infrastructure
- Weekly Market Update: New Highs
- Market Update: Nvidia’s Way Around Memory
- Weekly Market Update: LTCM 2.0
- Market Update: The Trajectory of AI Compute
- Weekly Market Update: Peak Earnings Season
- Market Update: Q2 Earnings Recap #1
- Market Update: DeepSeek 2.0