Trader J's Inner Circle Message Board

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Strategies & Market Trends : Trader J's Inner Circle

NVDA 197.30

+4.8%

10:39 AM EST

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Lou Weed

To: Trader J who wrote (56223)	6/12/2024 11:15:18 PM
From: Trader J	1 Recommendation of 56532

ARM: Hard to single out particular names in the AI/Semi space right now but ARM continues to rock and roll. I'm relatively pissed off, for lack of a better term, that I didn't load up more than I did on that big drop into the $80s. I did add to the position in m Roth around $90 but did not add to my IRA due to weight concerns. The valuation is still very extended but this company continues to shine with stellar margins and licensing of their chips which are in nearly everything. I wouldn't chase here into this run-up, but I'm hoping for softness to add to this long term hold. Float is still small leaving a lot of room for share expansion.

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