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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: chowder who wrote (18956)7/30/2025 4:33:50 PM
From: SeeksQuality2 Recommendations

Recommended By
chowder
suncoaster

  Respond to of 25376
 
Blowout earnings on MSFT, our largest position, now up 7.5%+. Will need to be trimming (again) tomorrow.

Don't really follow META, but imagine they are riding a similar wave.



To: chowder who wrote (18956)7/30/2025 7:12:16 PM
From: cemanuel1 Recommendation

Recommended By
chowder

  Read Replies (1) | Respond to of 25376
 
Nice! MSFT is my 2nd largest position, META about a half position. LRCX also had a double beat but is down. We'll see if that holds tomorrow. Good earnings day for me, MO this morning. Have several tomorrow including AMZN and KLAC, hope they keep it going.