▶ Full Post Text
|Company Name|Ticker|Total Equity Value|AVG Price Bought|
|:-|:-|:-|:-|
|Alphabet Inc.|GOOG|$2,404.80|$165.00|
|Amazon, Inc.|AMZN|$5,998.96|$215.00|
|Broadcom Inc.|AVGO|$5,590.00|$332.00|
|Caterpillar Inc.|CAT|$2,692.35|$721.00|
|GE Aerospace|GE|$2,377.20|$305.00|
|Meta Platforms, Inc.|META|$3,048.15|$603.00|
|Microsoft Corporation|MSFT|$1,660.48|$370.00|
|NVIDIA Corporation|NVDA|$3,012.80|$181.00|
|Northrop Grumman Corporation|NOC|$1,648.56|$660.00|
|S&P Global Inc.|SPGI|$3,360.96|$462.00|
|Sterling Infrastructure, Inc.|STRL|$2,956.80|$417.00|
|Taiwan Semiconductor Manufacturing Company Limited|TSM|$4,116.90|$255.00|
|The Goldman Sachs Group, Inc.|GS|$1,872.96|$828.00|
Portfolio Summary: ($4K cash)
I have to say, adding Sterling Infrastructure after seeing so many suggestions from this subreddit turned out to be a huge win. That stock absolutely exploded.
Some buys I still think are underrated: NVIDIA around $180, CAT around $721, and Microsoft around $370. My biggest miss this year has been Northrop Grumman, where my average is around $660. I’m still holding it long term.
Right now, I have 11 stocks in my main account, excluding STRL and MSFT. I want to add one final high-quality long-term holding. I’m expecting a correction around mid-May and would like to buy dips in late May.
I’m currently leaning toward GE Vernova as a $2K–$3K addition if it pulls back below $1,000 during a correction. I’m bullish on gas turbines and think there is still a lot of long-term room to run. I also like Eaton because its business model feels wide-moat, with high switching costs and a strong service-fee component, somewhat similar to GE Aerospace. That said, the recent earnings report rubbed me the wrong way for some reason.
For the main portfolio, I’m also looking to buy dips in Google around $360, Broadcom around $360, Goldman Sachs under $900 for one share, Meta around $600 for one share, and S&P Global around $1,000, which I think looks way too cheap.
My junior account is more for intuition, conviction plays, and shorter-term trades. It made no sense to put MSFT in there, but I bought it at such a good price that I might as well hold. Sterling Infrastructure was an amazing buy, and I plan to take profits on roughly half of the position next week. At this point, the stock has more than doubled, so the remaining position will basically be profit.
For the junior account, I’m also watching Arista Networks around $130 and Arm Holdings around $180.
ANET is my cleaner AI infrastructure trade. AI is not just GPUs; data centers also need faster networking, switching, ethernet, and cloud infrastructure. Arista fits that theme well. Around $130, I think the risk/reward gets more interesting.
ARM is the clear winner in data center CPUs. The fact that it has 99% market share in smartphones stemming from energy efficiency prove how wide the moat is. I want to highlight that x86 CPUs (Intel, AMD) simply cannot compete on engineering as it a COMPLETELY different product, almost you have to start from the ground up against IP and patents owned by ARM. Offering 30-40% energy efficiency (Amazon Graviton) over x86 to me it senseless why any giants would prefer x86 in a world where CPU supply is not constraint (projected 50% data center CPUs will be based on ARM architecture). In a perfect world with no constraints, compute will simply be ran by NVIDIA (GPUs) > AMD, TSMC (foundry) > Intel, ARM CPUs > x86. Some problems could be valuation is ridiculous. The licensing business model is growing fast, but the valuation can only be justified with the fabless model making their own chips rather than royalty on design with ARM AGI CPUs. Another risk could be supply constraint by TSMC 3nm (booked out). Nonetheless, we clearly see demand for ARM AGI CPUs, if that business takeoff with this thesis above, the company could double. I will buy dips at $180.
I would love if some of you guys could suggest momentum play for my junior account but have respective qualities not meme stocks. Hopefully, some diversification from semiconductors like financials, industrials, tech, etc. Let me know thank you.