bidu -57.98%
baba -46.53%
ibit -42.3%
zs -46.81%
meta -17.76%
nflx. -17.32%
orcl -18.74%
lrcx -20.28%
Lam and orcl are so cheap here . it’s a me issue that I entered lam position when it was $300 plus.l like it too much that entered early..
nflx is gradually getting up… following the mag 7 trend. it’s time for capex to generate revenue and nflx isn’t an exception.
orcl, volatility has killed it. time to grab a little
most appealing out of all % losers, i think it is ZS.
it has been consolidating at $140 to $152 level for months.. looks to me almost breaking out..
equity is so much better than real estate