With the fall in semis I decided to start a small position in SCHG and add small amounts over time. I love buying stuff when it falls out of favor for the long term. I'm adding small amounts (50 shares) as it goes down. I think tech over the long term will be great but it is still cyclical.
NVDA is starting to catch my eye again
According to MSFT and META, nuclear power is gonna be growth sector. They are saying they need their own nuke plants to power their AI ambitions.
Thanos was the hero
I bought some Eaton a few years ago since they make a lot of components for the grid. We will definitely need to invest in electrical power moving forward especially when you add in crypto mining.Originally Posted by boneil
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