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Strategies & Market Trends : Young and Older Folk Portfolio
SLV 105.570.0%Jan 29 4:00 PM EST
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To: eaglebear who wrote (25747)1/29/2026 4:23:25 PM
From: cemanuel3 Recommendations

Recommended By
A Dude Abides MN
Balancedinvestor
Top Of The World Ma

   of 25795
 
I'm not convinced there's a rotation out of tech going on. It isn't booming like it has been at times and Microsoft sure took a hit today but I've had pretty decent returns YTD.

I own all 4 you mentioned. IMO MU trumps them for near-term returns - there's just no getting around that companies are hungry for memory and that should last for a while. But I think GOOGL is as close to a fortress company as there is right now in the longer term. It has its fingers in everything and does most of them very well.

Dip-buying certainly makes sense and it was tempting to free some cash up to add MSFT (but I didn't).
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