$BE are one of the main beneficiaries of AI in the energy system and now with its inclusion into S&P 500 in 3 weeks there is a positive catalyst to year end.
@SpeakerPelosi bought $BE adding it to her portfolio a couple of weeks ago.
I am adding to the name which I have been slowly accumulating ( too slowly) selling my position in names like $ADBE and $NKE both down to do so.
Itโs September and time to look ahead to next year.
Two cybersecurity names I am adding to further to my full positions in $CRWD and $PANW are $OKTA and $RBRK as they are having explosive growth and still smaller market cap. I believe these two names will do well in 2027.
The market sold off $MRVL hard after its run up to $250 into the print mainly because its guidance showed that it will mint money in 2028 -29 not 2027 and thats too long for wall street and traders.
This gives excellent second opportunity to add to the $MRVL as it blew past all expectations and its earnings were excellent.
It is a name I am adding to on down days and days that the name doesnโt participate in the tech rally.
A powerful bounce back from $MRVL from the lows of $160 at the end of July.
Marvell $MRVL is up over 48% in a month! Buying the dip paid off. Thanks to #claude and #chatGPT for the assist.
After months and months of painstaking and frustrating work, I created an investment framework with the help of #Claude and #chatGPT to identify good investment names and entry or add price points.
It helped me add to $MRVL and $RKLB with more conviction on the way down and now both names have recovered from their lows.
Still a work in progress and continuous improvement but starting to bear fruits.
Letโs see what the next 6 months pans out.
Kept on adding to $MRVL and $RKLB on the way down. It was painful but as they say - No Pain No Gain!
Both have recovered at least 20% from their June lows!
The market and investors thinking is so funny. So today semis and AI stocks are down today because of china new model.
It does not matter china comes out with 100s of cheaper model the West is not going to take the RISK of giving data to china!!
So why worry! Anthropic and OpenAI are still the ones to focus on.
Our focus should be to back $NVDA, $MRVL, $GOOGL, $AVGO, $AMD, $AAPL, $MSFT
Interesting that $RKLB has dropped over 55% from $150 to $65 when their business cash flow will strengthen if the $IRDM deal goes through. Iโll be adding to the name on this weakness.