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dhighstakes

Week 4 – My Portfolio Health Check#My Portfolio Health CheckI sold off coinbase and it was a good decision considering the stock is still on its way down. I added more google and it is now my biggest holding in my portfolio.I am also looking to sell Oracle at breakeven.

$Intel(INTC.US)Fundamentally supported by government orchestrated deals as well as tactical hiring shifts by the experienced CEO Tan Lip Bu. This profit taking dip gives a window to buy in and be vested. The turnaround is only just starting.#Trade Showcase: Trade, Show & Earn Rewards

$NVIDIA(NVDA.US)many deals were announced in the past few days by CEO Jensen Huang. As I predicted in my last post, buying in before Computex ensure you capture more upside. Strong psychological support at 200 level.#Trade Showcase

$Meta Platforms(META.US)#Trade ShowcaseSaaS is selling hard as investors are getting impatient with the returns. Meta is still a solid cash cow with unchanged fundamentals.I like the fact they are pivoting away from AI to strike a balance between manpower and AI. Good opportunity to load up.

$Taiwan Semiconductor(TSM.US)positive momentum if you look at the daily chart. There is no significant weakness at all that you can think of. Inflation? Pass the cost to customers! Whoever wins the AI race does not even impact TSM! #Trade Showcase

Week 5 – My Portfolio Health Check#My Portfolio Health CheckI sold off Google at a decent profit as I follow the sector rotation by the market. I sold a put on Zscaler just before earnings and got in at $160 but market overreacted so I have to wait for slight recovery. It is already bouncing back up from $120 region. Target sell $180, good luck to all.

$Coinbase(COIN.US)Anyone who trades bitcoin ecosystem should not be surprised at wild swings. I am in it for the long run.

$Broadcom(AVGO.US)long term trendline still holding up. When a stock goes up it will have cyclical dips. Trust CEO Hock to strengthen their moat and take them to the next level. AI boom is not over yet with backlogs everywhere#Trade Showcase

$Alphabet - C(GOOG.US)Google is the entry to the internet. They are investing big in capex to maintain this moat. It is necessary capex. Nothing to worry about.

Week 2 – My Portfolio Health Check#My Portfolio Health CheckLLY recorded a good quarter and will continue to hold given its potential in the diabetic treatment market.META also did well despite record capex. Capex returns need time so it is good to stay patientPortfolio looks healthy at this time. Will not make changes until week 3.

$Apple(AAPL.US)stock is holding at major support. When the foldable iphone debuts with super AI, it will bring this ticker to new high. Load and wait is the best strategy.

$Intel(INTC.US)My cost has gone up because i bought more.AMD has weakened and this can only mean positive sentiments for intel!

[ Day 4– average down ]  #MyInvestmentDiaryOperation: added more $VG S&P 500(VOO.US)Insights: added more voo as buying on the dip allows one to bring average cost lower. Will continue to average down when cashflow allows!

$Broadcom(AVGO.US)recent deals with big players such as AMAT and the positive earnings result from NVDA tells you there is still room for more growth in the chips sector. $550 is my final target.

[ Day 9 – invest in AI] #MyInvestmentDiaryOperation: added $Broadcom(AVGO.US)Insight: diversify my AI portfolio even though i can buy QQQ but i prefer to self manage the weightage based on personal preferences for each AI related ticker.

$Coinbase(COIN.US)at major support based on indicators. As i mentioned before in the past, it is a cyclical stock. This is a good ticker for swing traders. Digital assets will be the next gold when btc is fully mined and in limited supply.