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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Area51 who wrote (78899)	1/7/2026 1:50:41 PM
From: Madharry	Respond to of 79163

Losing day for me. Dell getting spanked as korean memory makers are announcing 60-70% price increases in memory chips. analysts are thinking Dell will have to absorb this. 26 memory pretty much sold out , negotiating on 27. I added to amzn and ritm, new position in mrp- millrose properties - a spinoff from lenar, distribution over 10%,. largest positions- baidu, micron, hhh, stwd ritm, dell ,bur, xom. Barclays initiates coverage on park hotels with price target of $13. stock is down,