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.
Hi Saleem,
ReplyDeleteGood luck with added and new buy!
I sold BITU @ 52.00 after an overnight rethink.
Stocktrader
Hi Saleem,
ReplyDeleteBought 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 Stocktrader
DeleteGood luck with MHO
Saleem
Hi Saleem,
ReplyDeleteSold 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 Saleem,
ReplyDeleteBought 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,
DeleteGood luck with your Mega 7 star AMZN.....
Saleem
Hi Stocktrader,
ReplyDeleteSold SHOP.TO @ $173.80
Saleem
Hi Saleem,
ReplyDeleteNice sell for SHOP once again! Good luck with the next pick :)
Stocktrader
Hi Salem,
ReplyDeleteGreat trade on SHOP..
Hi Stocktrader,
Good luck with MHO & AMZN!
Simon
Hi Saleem,
ReplyDeleteSold 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,
ReplyDeleteAdded small to MHO and KRUS after their recent drops
Stocktrader
Hi Saleem,
ReplyDeleteBought 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,
DeleteGood luck with MP and more of MHO & KRUS....
Saleem