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


To: dan1944 who wrote (23508)12/12/2025 1:16:02 PM
From: SeeksQuality2 Recommendations

Recommended By
ddbpaso
livwell

  Respond to of 23678
 
Re: I may be nuts here but I am following the sage from Omaha......I am buying tech today! Color me nuts!

Doesn't sound nuts to me. There are some strong companies out there at reasonable prices. My mind is on other matters today (wife is at Urgent Care for a fall and our concert is tonight), but I may be following suit next week once I have a chance to catch my breath.

In my opinion it is healthy that the AI sector trade is fragmenting. People are starting to think critically about which will be the winners and which may fall by the wayside. We always knew that they wouldn't all be winners.



To: dan1944 who wrote (23508)12/12/2025 3:05:34 PM
From: SeeksQuality2 Recommendations

Recommended By
Fireball Dividend
ToNinja

  Respond to of 23678
 
Re: I am buying tech today! Color me nuts!

Sold a few shares of UNP (it had crept over 4%) to bring MSFT up to size (now 6.1%). If Mr. Softy goes down in flames, we'll burn with it. Good luck with your purchases.