Hello lads!
I was sitting 70 % cash since November and just spent a a portion of that (25-27.5%) to add some holdings (preferably cloud/soft on a discount, since they did not *crack* under pressure as much as someone would have anticipated (already discounted a bunch), and some even did not touch their March lows. Even though I still consider it overvalued, but it fits my narratives):S @ 29.75
NET @ 81 (wanted 80 ideally, but high faith in the management team and it swings to 120 like wild, if it goes down – not panicking as I believe in the company)
SNOW @ 167.5 (this is trading at insane sales, I know, but the fact that it still holds up that high tells you about the stickiness and quality of the product, also have some friends working there)
U @ 64 (very surprised this went down this hard, but thankful for the discount)
SOFI @ 6.5 (trigger initially was @ 6, but since 6.01 was the bottom, I missed out and bought higher)
GOOGL @ 2300 (bought some days ago, a very difficult choice between this and AMZN @ 2400)
Still not diving too deep, but opening positions with companies that I feel comfortable long-term growth-wise.
How about you?
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