Watchlist Update, Quaterly Portfolio Performance & Holdings, Market Thoughts, Government Shutdown, Nebius Acceleration, Alibaba's Buyback, PayPal Narratives.
Do you feel comfortable buying NBIS on red days or do you think it’s overvalued now?
I honestly don't accumulate anymore. I have a large position at that point and would rather buy other names.
If I didn't have such a position... Maybe I could accumulate yes. But I wouldn't be aggressive after such a run.
Do you feel comfortable buying NBIS on red days or do you think it’s overvalued now?
I honestly don't accumulate anymore. I have a large position at that point and would rather buy other names.
If I didn't have such a position... Maybe I could accumulate yes. But I wouldn't be aggressive after such a run.