Dec. 29 at 2:27 AM
Right, I'm back. Hope you had a super holidays and Christmas for those who celebrate it.
December is my favorite time to buy stocks, not because of the Santa rally but because it's my time to profit by taking a long term mindset while others cast off short term losses.
I've been at 80% cash for a while and deployed about 20% over the past week. I plan to put in about another 10% this week.
Big buys on:
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$ARQ - Even if GAC were to be a fail this would still be undervalued on the PAC business alone by about 1.50. GAC won't fail.
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$TOYO - End of year results will set the table for a monster re rate here. Guidance should be exceptional as well and when they get their 45X incentives and expand houston then they become a major player and a market darling in a heartbeat.
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$NVO - the multiple is silly and the oral Wegovy approval is major.
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$MU - These guys quietly saved the AI trade. I bought at 245-250 and will hold indefinitely.
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$RGTZ - been trading in and out.
