$56.37
24h
-8.24%
23 Apr, 15:17
Power Shortage Beneficiary
Bullish+7.28%
AI Summary
The author shares their US stock holdings across various themes like power, chips, and healthcare, stating their portfolio is hitting new highs by holding good cost basis positions.
I've shared my holdings with my subscription members before,
I feel there's no special trick to US stocks, it's just about securing a good cost basis and holding steady, then the account keeps hitting new highs. On the contrary, A-shares require wit and strategy, feels like it's exercising the brain🧠.
Power Shortage: $IREN $HPS.A
Memory/Processors: $MU $AMD $INTC
CPO: $SIVEF
Healthcare: $HIMS $TEM
Insurance: $LMND
Social: $RDDT