Samwise Model Portfolios
The portfolios below are separated by launch dates. Each portfolio is entirely independent and has no bearing on any other model portfolio. We launch entirely new portfolios during each market correction as an illustrative tool for new subscribers who weren't present during...
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Please see the 1:00 PM EST update on the Baratheon Portfolio trade watch.
Is there a typo on NVDA testing $530?
Yeah probably. It’s becuase the QQQ is at $530 and Nvidia is at $130. Let me go find and fix that.
Any thoughts on a near-term peak for IWM? I’m planning to temporarily suspend a strategy and close some positions to free up maintenance for the upcoming correction. I was assuming that the next leg up after this coming pullback would likely be my best chance? I realize this may be outside of your wheelhouse a little, but I’d appreciate any thoughts you might have.
See the 2:05 PM update as an answer to the comment.
Holy cow Broadcom in post-market ++.
@12h30 Without Broadcom (+20%) and Tesla (+2%) QQQ would be around -0.6%.
Any thoughts on Applied Digital (APLD) with Nvidia’s recent investment? Seems like a strong play in the growing AI datacenter compute space.