
IBM's AI news has been flooding the screen, but the stock price remains lukewarm. Outside institutions increasing their positions seem to be plotting something, and I don't feel secure just watching. Cisco has a bunch of executives reducing their holdings, while institutions are building positions instead—it's a bit odd. The rating says 'moderate buy,' but I can't believe nothing's happening. Verizon went up a bit, but while pensions are reducing positions and paying dividends, they still say 'moderate buy.' With a dividend yield of over 6%, I feel uncertain but still want to place an order 😅. Seagate's rise was absurdly high, and now there's a big pullback, yet institutions are still buying, and executives are reducing holdings... it all feels like a performance. Texas Instruments' directors are busy selling, and the P/E is over 32—no one's saying anything, so I don't have the courage to add more. The more I look, the messier it gets. I tell myself to stay calm, but my hands still tremble a bit.
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