5 Stocks I’m Buying, 2 I’m Trimming & the AI Trade That’s Still Early - $NVDA Just Became a Strong Buy and said GO!!!!
Summary
The host analyzes Nvidia’s blockbuster earnings, emphasizing its undervalued status and the broader AI infrastructure boom, while discussing the "taking action" investment thesis. He reviews his personal portfolio moves, including adding to Apple, Amazon, and Coherent, and trimming positions in Microsoft and Palo Alto Networks. The episode also covers memory stocks like Micron, energy sector opportunities, and the performance of the Alphaixs quant portfolio. Finally, the host shares a clip with Andrew Sorkin suggesting that women investors often outperform men due to lower trading frequency…
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