My current cash is 47%
I don't know why it feels like I'm all in on the market but my free'd up cash says otherwise. I'm half in and half cash.
My heaviest Stock position is $NVDA then smaller positions into $ORCL $NFLX $ASTS $ONDS $HPE
A lot of the market does feel behind especially $AMZN $TSM $META $MSFT $ORCL $HPE
If we saw a 15-30% dip in the summer that Tom Lee says is bound to happen. I'm ready to add those names. More specifically $TSM $AMZN & more $HPE