Cycle Trading

[Duma]

What's going on in the tech sector especially with the big names is insane. NVDA 70% gross margin is crazy good. I can't imagine that a recession is going to affect these companies all that much. Some would say the horses are already out of the barn (ytd yields), but I am betting there is still growth here. I am concentrating on the FNGU stocks for individual stocks that I want to hold. While growth has slowed considerable in the last three months and 3 of the 10 stocks have even been negative. Last week SPY was up 2.55% and FNGU 4.34%, almost doubling. My benchmark always has been SPY, so tech really helps that cause. I am long all but AMD.