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Strategies & Market Trends : Young and Older Folk Portfolio

SLV 75.39

-28.6%

Jan 30 4:00 PM EST

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To: eaglebear who wrote (25747)	1/29/2026 3:48:55 PM
From: Top Of The World Ma	3 Recommendations Recommended By chowder eaglebear PW13A Read Replies (1) of 25829

RE: I just wanted to ask about GOOGl and MSFT, AVGO and MU. Opinions, perspectives welcomed I own both GOOGL & MSFT, and like you recently opened a new position in AVGO. Hold no position in MU. My opinion, for what it's worth, I would make building GOOGL a primary objective. They have their eyes and hands in almost every pot in todays world with a leading position. They are only going to get bigger & stronger. MSFT on the other hand may be living on past laurels. I do own it but I can't help feel as though when it's described as a great company, investors may be thinking of yesterdays MSFT and not todays MSFT if that makes sense. Nothing wrong with the company, just not the shining star it once was. As such I'm not building and may contemplate selling. I'm in the red on AVGO but will continue to build as opportunities present themselves. I've pretty much decided to back horses that the GOOGL cart is pulling. No position in MU. I think if you own MU you have to be nimble & quick and ready to sell when the trend reverses.

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