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Seeking Alpha
67%
50/75 ratings profit
Average Return
33.40%
per rating

Portfolio & Trade Picks

RBRK
Rubrik

111

Sold

10

Profit taking. This had crept up to 3.5% of the portfolio.

CRDO
Credo Tech

204

Sold

20

This was the 20% bought on 09/04 for $166 - Core holding remains. Also Squared up Credo put - I had a hedge for Credo’s price falling.

MXL
Max Linear

90

Sold

100

Sold all MaxLinear - Stop Loss Triggered $90

PANW
Palo Alto Networks

376.36

Bought

20

Bought an initial 20% and will accumulate more - the cybersecurity stock is always expensive, but I need to add more of this sector.