1Semana·

Punished but profitable companies

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The selection would probably be too large to comment on here.😅🤷🏼‍♂️
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I have $AXON on the tighter WL. But I have to go down further first.
$FICO
$SHOP
$CPRT
$CSU
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So all the ones you listed.
Everywhere where AI plays even the most remote role.
$APH $ANET $SPGI I could go on until I get home from work.
The sick thing is, there's nothing fundamentally wrong. Crashes are sentiment-driven and that's the danger, you never know when it's over and you can get in.
Unfortunately, I got in too early myself.
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