Trader J's Inner Circle Message Board

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Strategies & Market Trends : Trader J's Inner Circle

NVDA 198.54

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Nov 4 3:59 PM EST

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From: Trader J	8/15/2024 11:24:02 AM
	of 56532

MU/DELL: Both of these issues are rocking as of the last couple of days as the AI Trade is back on. I didn't get a chance to add my next leg of DELL and because of MU's recent rise, I won't chase it with another leg. In fact, due to the recent move, the position is now the 13th largest in the portfolio and he weighting is getting close to being full. I really wanted that third leg of DELL but won't chase that one either unless I can get it lower than today's run. It's not just MU/DELL, but the entire AI complex. I could spell out the names I'm holding but they are the usual suspects. Trying to keep my holdings in the space narrow and very focused. The only position trade of the bunch is my first trade in AEHR yesterday. This is a speculative low-float position trade only.

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