Im using the sell off to DC down in some positions like CRWD and AMD, thinking of adding net new as well.
Not sure about touching financials despite them looking cheap.
Any plays out there for short term swings you are eyeing?
Im using the sell off to DC down in some positions like CRWD and AMD, thinking of adding net new as well.
Not sure about touching financials despite them looking cheap.
Any plays out there for short term swings you are eyeing?
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