Stock Talk
@stocktalkweekly
AHEAD OF THE HERD ™ | See our full portfolio and all live entries/exits at
Joined August 2020
972 Following 400.2K Followers
My software basket $MITK $TENB $AMPL $FIVN $DT has been shelter from the storm over the past month, while my AI holdings have unwound significantly. Unfortunately, not in sufficient size to completely offset the drawdown in the other names, but they have helped materially.
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