STM - SGS-Thomson (MPEG II) Message Board

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Technology Stocks : STM - SGS-Thomson (MPEG II)

STM 24.70

-2.0%

Oct 29 3:59 PM EDT

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From: Rarebird	4/3/2023 11:25:20 AM
	Read Replies (1) of 437

My portfolio is up very significantly today because it is extremely oriented toward defensive issues, low beta, very deep value plays and TLTW. What took place in regard to FANG ( NVDA and MSFT) was very unhealthy. I expect that to reverse quite significantly moving forward.

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