Jul. 14 at 3:10 PM
$DELL For those looking for a growth portfolio in supply constrained AI investments, please read my posts from yesterday with a dozen stocks.
The latest trend of daily hardware and software rotation provides entry and exit points that can pad your returns.
$DELL is a prime example on the supply constrained CPUs from today with +8% for the day.
On the other end
$KD sold off on IBM weak guidance at -7%. Great entry point today as the stock is trading at 3x multiple. Also
$NOW bounced from -10% this am to -4%. That says a lot about where this stock is going long term. Accumulate on weak days to bring down your cost and if you see significant up days with healthy gains, feel free to sell but be mindful of tax consequences.