Jun. 30 at 3:31 PM
July advice:
Stay disciplined, focus on high-quality setups, and avoid emotional trading. Use volatility to scale in gradually and prioritize risk management over prediction.
$ANET — Buy
$VRT — Buy
$DELL — Buy
$ORCL — Buy
$SMCI — Don't buy
Theme is still clear: AI capex is shifting from chips → full-stack infrastructure (networking, power, cooling, enterprise systems). Winners tend to be the picks-and-shovels names closest to sustained data center spending, not just the most volatile hardware plays.
This portfolio will protect you this year