Bought some stocks today...finally. 1. $NBIS - Already a top 10 position for me, but one of my highest conviction names. 2. $INTC - I don't own enough Intel. 3. $CRDO - Averaging my position down on this earnings drop (I personally think earnings were good). I started my Credo position on last quarter's earnings drop. 4. $BE - We all know the bottleneck by now... 5. $AMZN - Can never own enough Amazon. Nearly 10% down in a month is a treat (imo). I don't care about day-to-day fluctuations w/ Amazon since I'll be a shareholder for a *very* long time. If you've been reading my macro notes recently, you'd note that I've been holding cash (and buying some hedges like "defensive tech" AKA software). But it got to a point today where I just couldn't resist buying some discounted names for my core AI portfolio. This is obviously NFA - as per my macro note earlier, I think that semis still have room to go lower (war = bad narrative). I personally have enough cash / hedges to unwind - to buy more semis on additional drops...idk if you do which is why this is never individual advice.