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Strategies & Market Trends : Trader J's Inner Circle
NVDA 183.66-2.4%9:57 AM EST
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To: Trader J who wrote (56401)8/7/2024 11:44:10 AM
From: Trader J  Read Replies (1) of 56532
 
When looking at some of my recent buys, it suggests two theses:

1) A belief that quality AI stocks will continue to work after this repricing. NVDA, ARM, MU, DELL and AMD have been purchases.

2) A belief that consumer softness continues and has largely been priced into some of the leaders which have sold off. Recent new positions in: CMG, ULTA, LULU.
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