Jul. 17 at 8:52 PM
Recent Adds & Starter Positions
Adding exposure to high-quality names across AI, semiconductors, and technology infrastructure.
Adds:
$APP —
$413.92
$SE —
$101.63
$CRDO —
$187.38
$NVDA —
$198.69
Starter Positions (Swing):
$TSM —
$388.65
Focus remains on companies with strong exposure to:
• AI infrastructure
• Data center growth
• Semiconductor demand
• Long-term technology trends
Volatility creates opportunities, but entry points and risk management still matter.
Do your own research. Not financial advice.
