Switching out of $ARM take 130% bank it and move to next one.
$NVDA an obvious candidate for rotation, although given the large index weighting, may see selling wall with SpaceX IPO? Happy to hear opinions and views
@kevinxu Tourists will be melted when the inevitable drawdown happens at some point (not saying a bad call or investment, just hot money chasing here arenโt prepared for downside moves)
If you were building an AI sleeve today, what names would you buy (if any given the near term possibility of timing a better entry)
Curious to see how / what people would approach the euphoria
$AMD $MU $DELL $GLW $TXN $DRAM $LITE $COHR $VICR $NVDA