What I Am Buying Today.

[stockguru]

(01-24-2024, 09:46 AM)kblake Wrote: Went 60% tech yesterday. I think growth stocks is the only game in town now. With MMM and DD missing badly people are starting to sell safety and going growth. Makes sence in this type of economy.

Added MSFT, TSLA, AMZN, PYPL, NVDA, SNOW and ACN

I agree with you. The rest of the market will struggle in the back half of year.  Even the home builders got hammered yesterday on DHI earnings. I think housing has hit a top. And With MMM and DD reporting bad earnings and warning on future earnings, slow growing and high dividend stocks will have a tough time going forward. Tech has been a huge run, and the sector is way over bought. But it looks like they will confine to run. AVGO, NVDA, MSFT, SMCI, CRWD and others will continue to hit new highs. 

I trimmed some UTES, PEP, KO, and some others and added to AMZN and GOOG. While I agree tech is leading the market you have to stick with the leaders. 

I did add some new names like NTES, NET and PANW