SMCI
Super Micro Computer
-- 42.000 TSLA
Tesla
-- 357.090 NVDA
NVIDIA
-- 138.630 MSTR
MicroStrategy
-- 380.300 INTC
Intel
-- 23.930 
$Microsoft (MSFT.US)$ i wanna trim position of microsoft if ...
$Microsoft (MSFT.US)$ i wanna trim position of microsoft if it is very weak compared to apple. How do you guy think on it? just share your opinion…
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Barren Wuffet : IMO just keep both, both companies have solid moats as compared to meta. IMO you would be weakening your portfolio by trimming msft to buy aapl. you wouldn't necessary gain that much in the long term
Ben 23 : Doesn't make sense to increase position in appl. Appl is inflated right now.
Cristiano JS OP Barren Wuffet : Thanks for your opinion. I also have position of meta in my portfolio but it’s lesser compared to msft & aapl. I mean buying apple is not now, and waiting another dip.
Cristiano JS OP Ben 23 : Agree, but not to buy now and waiting another dip to add aapl.