Ouch…rougher day. SQ had great earnings, but guidance was too conservative. Down 9% today. I still think they could get back to 100 by yearend.
TLND got taken out to the woodshed and beaten harshly for missing their earnings. Down 31% today. Take the good with the bad.
We have to celebrate the good days after some tough ones, Especially on a day our stocks are up 6% when the rest of the market is down 2%. My Stocks have held up well despite a general technology sell off And I am approaching my highs of the year again. I have held onto 9/12 of my stocks based on incredible earnings growth and upside guidance. I did sell 3 of them. NVDA and TLND based on weakness in their earnings release and poor guidance going forward and I also sold NKTR primarily because I needed the tax loss against my gains this year. I picked up a 6% position in TTD and added to MDB and TWLO. Curious how you guys are doing, if you were able to take advantage and add to your positions, or if you’re fed up with all this stock market mumbo-jumbo!Curious to hear your feedback and hope you guys are doing awesome.
As of today, following are my top 10 stocks with % allocations. <.jpg inserted>
