ひろ0723 commented on a stock · Dec 16, 2024 15:36

Defense Security, a discreet gem in AI.

$Palo Alto Networks (PANW.US)$ Not much of a big deal, but having it in 2025 will not be a loss. If you look at the annual yield from the beginning of the year, it's cut by 50% in the first half due to a mysterious surge, but I think NAS's yield will surpass it. It's probably above NAS and below FANG. If NAS is the main focus, then consider additional individual purchases. It's split, so I'll buy some.

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ひろ0723

NAS100でNISA満タン+QQQ、JEPQでたっぷり。SOX当面無視。2025データ系電力系・防衛宇宙・金・レジャー・量子でやり散らかす！

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