Also add
Sbux
Tqqq

Fair , I needed some cash for stronger conviction buys. I have Moderna still which is doing a bit more in this space atm than Pfizer

Waiting for a bit more confirmation before i re-enter TQQQ

We’re at the point where we might bounce from here or the sell off might intensify

Im betting on a bounce but gunna wait n see tomorrow’s movements first

Dxcm

No position but this is a buy

Will keep an eye 3 day rule for earnings and see if I wanna sell something to pick this up

Continuous glucose monitoring remains gold standard for all diabetics and they easily have the best devices on the market with full insurance approval

Ozempic fears overdone

I dont know anything about the medical industry but saw the insane stock drop

Will add to watchlist

Thx, added to watchlist as well.

Took half off Tesla before earnings, sold most of my shares that I had bought a year ago in the high 230s. Dropped my average to around 200. Raised a bit of cash, hoping for a buy the dip opportunity if some of these tech and chip names keep selling. Had 270 covered calls but didn’t get assigned, would have been a nice sell at dead top and re-buy a week later haha. But now I’m sitting at 50% cash instead of all in like I have been pretty much all year. Was a wild pnl ride on Tesla lol

IBM, RTX, MMM been some solid gains in the divvy portfolio this past week.

Any names of particular interest on scooping the dip on?

My largest positions in no particular order

Tesla
Apple
Amd
Nike
Lulu
Sbux
Snow
Pfizer
Rivian
Enphase
Moderna
PayPal
Square
Amazon

Wouldnt be bad idea to just hold cash for now and wait for a bigger dip … Aug - Oct range we might see a bigger dip

I would add more Tsla if it drops below 200 again but that would be quite bearish if it dropped back down there

Have positions in the starred.