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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: sandeep who wrote (18438)	4/4/2024 12:18:27 PM
From: Sun Tzu	2 Recommendations Recommended By da_spot toccodolce Read Replies (2) \| Respond to of 26426

In general, I don't see many of the majors being at the risk of a sell off. The only exception is NVDA, and even there it is not a given. However, as I see it there is a rotation in the market away from the high beta tech and into real economy, especially metals and materials. So there is where I am focused. I changed the ticker on my board to PICK a while ago to reflect this opinion. As an example, I was late to the party, but I am still up 30% on AA and 20% on IMPUY. And I only opened these positions relatively recently.