Have a cup of ☕️ and think about it:
1. Tech stocks have been volatile these past two days, especially semiconductors, with clear risk-off sentiment, so both $BRK.B and $Apple(AAPL.US) have risen.
2. The AI narrative isn't over yet; it's still early to see actual application profits. However, bubbles exist everywhere. I suggest holding onto large 'cash cow' targets with wide moats.
3. So my recent strategy is to trim some $BRK.B and $Apple(AAPL.US) positions since they're at highs, and allocate to AI stocks I'm bullish on plus long calls. Consider it a portfolio rebalancing 🤔
Not investment advice!
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