Jul. 27 at 1:38 PM
Long Tech 100 & Top 500 Market Cap Picks
Still keeping profit takings tight until we find some direction or we get some more downside.
The models have done a pretty decent job, but really have to take the profits as they come. I'm more constructive going into the end of the year, so think biases are higher going forward. QQQ
$670 is still in play short term, although definitely not a given. Same goes for SPY,
$720 is still in play short term but not a given.
My largest positions are
$MU ,
$CRWD ,
$CMG ,
$OKTA ,
$PANW ,which will probably all get somewhat smaller today on this market open.
Image #1 - Long Tech 100
Image # 2 - QB Conservative
Image #3 - QB Bull
Image #4 - Shows the CRWD lots I have. Profit taking from ~185 to ~195. Or expires on July 29th and auto-sells on the close.
