Don’t stay up late just to see ur money fade away  get the Zs while u still can

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Same exact thing happened to me. Lasted years. These Gen Zs dont know how good they have it. This will be my goto get off my lawn speech.

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Well, just in case, I've got an order queued up for NVDA and ZS. Have to go into my actual office tomorrow and will be too busy to make an order on the fly. I hope the market tanks enough to allow me to get into both of these positions, but I seriously doubt it.

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I'd say QQQ is good if you want to hedge the riskier parts of your portfolio. Right now, my port is like this GOOG (47%), AMD (24%), AVGO (8%), PANW (7%), META (3%), NVDA (3%), SYM (1%) CASH (7%) I'm way too overweight in GOOG and AMD, but I don't like overpaying for stuff, and everything is priced too high right now. I ended up with too much GOOG and AMD, but it's just because I don't like overpaying. My % of META and NVDA is way too small, but it's because they've been overpriced comparatively, and I haven't found good entry opportunities. My 7% cash would be all into NVDA if it got to around $815 per share or so. I might buy a few more shares of AVGO or PANW if they drop another 10 percent. I'm watching ZS closely. I might enter a small position around $171 to $175. Other companies I like but don't have any position at the moment: MSFT - too expensive TSM - too expensive relative to the China risk AMZN - too expensive, don't like huge aspects of their business NET - Like it around $88 per share or so DDOG - Like it around $110 per share or so ASML - Would like to get in off some sort of correction, like what happened to SNOW recently UNH - One non-tech stock that has piqued my interest. Similar to BA in the fact that it's had a lot of bad news and I think it's getting to the point where I must enter a position if it drops a wee bit more ACN - If it drops another 5 percent I'm probably jumping in. Good AI execution play. Basically they will help companies that don't know the first thing about AI to ease into an AI strategy from the software side of things

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Why would you be selling AMZN tho? Buy and Hold. Give up on trying to get rich quick. Your cost basis for NVDA is probably too high, but you'll be ok with that stock for the next 2 quarters. 3 quarters from now, not so sure. There's going to be a point when you're going to want to bail from NVDA. I'm holding 31 shares myself. I'm bullish for now on NVDA, but I know the party will be over at some point. As for BA, I've actually been tempted several times, but I never pulled the trigger because it's a shit company. New CEO is weak sauce. The argument that they're too big too fail might be correct, but the stock could still be decimated further. If BA gets back to $180, I'd bounce if I were you. If you want to invest in a beaten down stock, pick something like ZS. If you're under 45, you really shouldn't be in VTI. You'd be too young to be that safe with your $$$. As for beating inflation, I totally get it. I'm trying to do the same thing.

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