0. Notes to follow;
1. This looks like the bottom in tech folks.
2. Time to back up the truck.
3. You are looking for GARP (Growth at a Reasonable Price)
4. Think AMD / NVDA / IBM / MU / SNOW / NOW / AMAT / LRCX / ADI / TEAM / GOOGL / ORCL / AVGO
5. We are now ALL IN.
- drchelsea
1. This looks like the bottom in tech folks.
2. Time to back up the truck.
3. You are looking for GARP (Growth at a Reasonable Price)
4. Think AMD / NVDA / IBM / MU / SNOW / NOW / AMAT / LRCX / ADI / TEAM / GOOGL / ORCL / AVGO
5. We are now ALL IN.
- drchelsea
AMD
ACN
ADBE
ADI
AMAT
AMD
AMZN
AVGO
CRM
CSCO
FB
GOOGL
IBM
INTC
INTU
LRCX
MSFT
MU
NOW
NVDA
ORCL
QCOM
SNOW
TEAM
TXN
- Cheers and see you in 5 years with massive gains ;)
- Drchelsea
IBM