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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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- Market Update: The Next Quantum Leap
- A Few Portfolio Changes
- Weekly Market Update: New Month, New Opportunities
- Market Update: Compute, Compute, Compute
- Weekly Market Update: The Bulls March On
- Adding Two New Positions
- Market Update: The Energy Shock
- Weekly Market Update: The Green Giant
- Market Update: The Crypto Bill
- How to Handle Speculative Market Periods