Happy Birthday, thank you for the insights over the years

Out

Relentless, too early to short hyperscalers?
AI narrative is still alive with Oracle spending/deals.
Story longer than 2 months?

Playing strl

2021 it was WMT, IBM, Intel, and ATAT for the stashed stocks

Saw you have mentioned Home Depot a few times.

Why is this the long play on dips now?

I shouldn’t have sold mining stocks yet oof

Out of everything at around 9:55 am est.

Seems like I can hold these for 6 - 12 months and see what happens.

After I placed trade, I reflected I could have tilted more lithium instead of copper. Have been holding in place. Have to figure out currency conversion and make decision. Kind of why lithium slightly less exposure because did quick math to get the 1/3.

On Friday morning soon after the bell, I made the mark.

I almost split it three ways between a small cap each. Made it count. Sifted through the various plays.

Oil (nyse listed)
Lithium (on the TSX-> a.r.b.t "a real bad time")
Copper (nyse listed)