It feels like everything tech is heavy right now and the recapture of much of the losses post-DeepSeek presents the opportunity to sell and wait for the next developments.
A US-based rare earth miner and processor it could become a key supplier for the US should China restrict exports, but holds value in any scenario as rare earths remain key materials for the technology industry.
13 comments:
Hi Saleem,
Good luck with added and new buy!
I sold BITU @ 52.00 after an overnight rethink.
Stocktrader
Hi Saleem,
Bought MHO @ 120.78 on falling rates
After a long period where homebuilders really lost price momentum, I feel like the fundamentals could be better going forward.
Stocktrader
Hi Saleem,
Sold LITE @ 90.28 on this pop
It feels like everything tech is heavy right now and the recapture of much of the losses post-DeepSeek presents the opportunity to sell and wait for the next developments.
Stocktrader
Hi Stocktrader
Good luck with MHO
Saleem
Hi Saleem,
Bought AMZN @ 236.83
I like how they are positioned with the strong consumer and are approaching AI in their own way which may prove fruitful this year and beyond.
Stocktrader
Hi Stocktrader,
Sold SHOP.TO @ $173.80
Saleem
Hi Saleem,
Nice sell for SHOP once again! Good luck with the next pick :)
Stocktrader
Hi Salem,
Great trade on SHOP..
Hi Stocktrader,
Good luck with MHO & AMZN!
Simon
Hi Stocktrader,
Good luck with your Mega 7 star AMZN.....
Saleem
Hi Saleem,
Sold AMZN @ 232.68 on another investment year and slowing growth in some areas,
I thought a strong consumer would translate more, but I'll look for another pick.
Stocktrader
Hi Saleem,
Added small to MHO and KRUS after their recent drops
Stocktrader
Hi Saleem,
Bought MP @ 23.99
A US-based rare earth miner and processor it could become a key supplier for the US should China restrict exports, but holds value in any scenario as rare earths remain key materials for the technology industry.
Stocktrader
Hi Stocktrader,
Good luck with MP and more of MHO & KRUS....
Saleem
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