Jun. 23 at 4:38 PM
Days like this, with sharp drops, are great opportunities to make long-term additions to solid companies. Here are some examples of these solid companies:
$ALAB
$MRVL
$ASML
$AVGO
$CEG
In strong secular cycles, weakness is usually transfer of shares, not change in thesis.
I often get asked why I don’t turn this into paid content, but for me, sharing stock information is just a hobby. I’m not financially struggling, so I choose to share it for free.