Despite software sector weakness, the creator is not worried about Zeta due to its proprietary data mode and plans to add shares in the $15 range and sell puts.
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The creator discusses the volatile market and their investment strategy, focusing on buying the dip in qual...
The creator discusses the volatile market and their investment strategy, focusing on buying the dip in quality stocks. They highlight adding to their positions in Meta and Amazon, citing positive news and performance. They also express bullishness on Nevis and discuss their approach to software stocks like CRM, Adobe, and Zeta, while maintaining a significant cash position for future deployment.
Linked Mentions
Tickers discussed in this post
Adobe is mentioned as a software stock that has been getting crushed, indicating a negative trend for the sector.
CRM is mentioned as a software stock that has been getting crushed, indicating a negative trend for the sector.
The creator added more to their DCA on Amazon, highlighting positive news about its chip business and customer demand for its capacity.
The creator added more to their DCA on Meta, noting its 8% gain yesterday after their new AI model drop and strong performance.