Trader J's Inner Circle Message Board

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Strategies & Market Trends : Trader J's Inner Circle

NVDA 188.23

+0.1%

Nov 7 9:30 AM EST

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From: Trader J	7/25/2024 10:50:55 AM
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TRADE: Trimmed PANW at $322.65. It was getting up there a bit in weight after the rise so trimming it back in the midst of a lot of unknown in tech stocks right now. On that note, the trimming I've been doing sure is paying dividends now (no pun intended) and I'm wishing I would have cut a bit deeper but hindsight and all. I have come down about 30% across the board in NVDA and other names such as GOOGL and most recently financials. Starting to look at some of the beaten up (recently) names like MU, LULU, CMG (already added first position) and maybe even Vertiv and Cadence Design. More to come based on what I find/see/do.

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