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- Feb 13 - Reciprocal Tariffs are in for the US
Market
“I am working with the assumption that every dip will get bought, even in companies that are not exactly setting the world on fire with their earnings and revenue growth” 😊 😋
Strong move from the indices on good earnings from several large companies
Nvidia went up over 3% on the day, making up 20% from its recent lows and only 14% from all time highs. Same for most other Mega Caps save $MSFT which has struggled for the last year. I still like $META and $AMZN of all the mega cap stocks.
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Insights from the portfolio
Video of the day
Today’s video is on Airbnb $ABNB the short term rental company.
