30 Oct, 19:03

Bullish on Qualcomm semiconductor and AI infrastructure growth

Bullish+5.33%

AI Summary

The author rebalanced their portfolio by clearing BE, NOK, and NUGT while adding positions in QCOM, VST, and QQQM, expressing a bullish outlook and a plan to increase QQQM exposure on further market dips.

I consolidated my positions, selling BE, NOK, and NUGT, and added some QCOM, VST, and QQQM. I perform consolidations when the drop is significant; if it continues to fall, I will add all of QQQM to my existing individual stock holdings.

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