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Strategies & Market Trends : Young and Older Folk Portfolio
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From: Smart_Asset11/5/2025 12:05:09 PM
1 Recommendation

Recommended By
chowder

   of 23550
 
Most of my data storage strategy stocks are in a RIRA other than a significant position in APLD(+72.58%) and PTSG(+59.99%) in a taxable account. Those two I have no plans to sell at this point.

In my RIra I have starter positions in APLD, VRT, BW, CRWV, VOLT, and a buy order in for CORZ. My plan is to add to front runners, ala Chowder, by selling laggards and with generated dividend income.

My source for info is Data Center Dynamics and my recent purchases are a result of announced recent contracts, many in the billions, and the terms for those contracts which are years forward. Much of the above is based on the massive amounts of data generated by AI.
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