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I am buying a 3/4 long position in $TQNT. The chart looks to have built a nice base over the past few weeks, and is now above all major moving averages. The firm is also a supplier for many key $AAPL products, as well as some other smartphones.
All trades are timestamped inside The PPT.
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TOTAL PORTFOLIO:
EQUITIES: 62%
- LONG: 56% ($TQNT $CTRP $CTXS $CMG $NTCT $RBCN $MELI $HMIN $RDWR)
- SHORT: 6% ($LULU)
CASH: 38%
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Sold all my DIG and UWM (now 100% cash). Pleased that all of the August damage has been undone. I will enjoy the weekend fully hedged and ready to buy next week. Chess, I hope you and yours have a good weekend.
You too, my friend. Thanks for stopping by.
Indeed, have a great weekend!