No qualifying author-owned investment thesis was confirmed in this post.
The author provides no fundamental rationale or catalyst for the trades, only citing a general market selloff as the reason for buying or watching.
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I bought a bunch of MSFT, SE, and RBRK today. I’m probably going to buy a bit more of all three tomorrow. Some others I’m watching:
FICO, SPGI, RDDT, ZETA, UBER, SPOT.
I’ll also be watching GOOG and AMZN earnings just in case they sell off. AMZN is my largest position but would definitely be adding below $220, and would love an opportunity to get shares of GOOG more reasonably.
I’m curious what you’re all looking at! Looking for some more tickers to consider.