So if you missed the big Intel and AMD run, what’s your next move? What are you buying or are you holding?

So if you missed the big Intel and AMD run, what’s your next move? What are you buying or holding?

Last week was a wild run up of AMD, which I didn’t expect the stock results. Intel saw some positive movement. DRAM which has been getting mentioned quite a bit has been on a run. It seems as if a lot of the obvious plays are already to the moon. Is there more room to grow, or will we see a downturn?

Economy is hit or mess depending on who you ask. Hot for AI, yet Whirlpool (WHR) says the are experiencing a recession level decline.

Are you buying into strength? Waiting on the sidelines or rotating in a different sector all together.