MSFT/long
MSFT is the author's highest-conviction MAG7 position as cash flows and sector rotation drive capital from semis into software.
$MSFT is currently my largest position with very high conviction. Been calling it for days
Peak+0.2%
3 trades from @au_xbt: MSFT long (largest position, MAG7 cash-flow rotation), NVDA long (semis dip-buy Wed/Thu as SOX -14% from highs), SKHX long (event-driven ADR listing play, sell Friday).
original$MSFT is currently my largest position with very high conviction. Been calling it for days
Waiting until Wednesday or Thursday to buy the dip in semis and skhynix
then selling skhynix ADR on Friday without hesitation