💎Portfolio Update💎
Here's my updated portfolio heading into another chaotic week in the markets.
-Iran peace deal still not complete
-Inflation fears are still weighing down on consumer stocks (which I'm buying)
-MRVL and MU report their earnings this week (I am not concerned because I don't own chip stocks)
-More funding is expected to take place from the hyper scalers, which can afford to spend a bunch of cash.
-Depreciation of chips is a big concern for some investors, which they think will start to ramp up in 2028 (6 years after 2022 capex started)
Let me know if you have questions about anything related to the portfolio!
I plan to give regular updates of the performance , and whatever moves I make🔥
NFA - research companies before you buy them -- I am happy to help you if you have questions
-Sam
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💎Portfolio Update💎
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