My new positions are: Nvidia at 215, AMD at 106, Square/Block at 103, TSM at 102, SOFI at 8.77, SnowFlake at 180, Spotify at 125, and PayPal at 110.
Other stocks that have fallen from their highs, but aren't really that high growth/high PE include: Apple at 156, Microsoft at 280, 3M at 141, Intel at 48, Starbucks at 84, Micron at 73, Corsair Gaming at 20, and Skyworks at 130.
Some of these stocks, especially the first set I listed, I feel I might still be overpaying despite these big drops, so I have plenty of cash in reserve to average down if needed.
Leave a Reply