Previously, I posted that I would leave a tiny stake of CrowdStrike to keep myself posted of its legal liability and the impact on their business. Barely a month later, I have lost that interest.
Instead, I’ve reallocated the funds to increase my holdings in Alphabet Inc (NASDAQ: GOOG), Lululemon Athletica (NASDAQ: LULU), NVIDIA CORP (NASDAQ: NVDA) and Zscaler, Inc (NASDAQ: ZS).
With the exception of NVIDIA, I think the market is overly pessimistic of the other three counters’ outlook. While I acknowledge that they face some near-term challenges, I do not see these as permanent issues or the impact will be too large to contain.
At least, not for the moment.
For NVIDIA, I think the current price offers good value given its anticipated growth. While I don’t expect a massive return, I’m optimistic about the potential for double-digit gains over the next few years.
These are relatively smaller positions in my overall portfolio, so I don’t plan to delve into specific details about them. Essentially, you can consider them speculative investments, even though I wouldn’t necessarily label them as such.
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