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2025-03-26 19:26:55

DrJeff on Nostr: WARNING: THIS IS NOT A BITCOIN-RELATED POST. READER BEWARE. Some notable equity ...

WARNING: THIS IS NOT A BITCOIN-RELATED POST. READER BEWARE.

Some notable equity position "sells" in Vailshire Partners LP hedge fund in recent days/weeks:
- #AAPL
- #GOOGL
- #MSFT
- #NVDA
- #QQQ
- #TSLA

In general, the so-called #MAG7 stocks are rolling over and losing momentum after years of outperformance.

Whether or not they bounce and regain their dominance among equities in the near future remains to be seen.

Until their upward momentum resumes, they will ride the proverbial pine on my fund's watchlist.

Onward and upward. ⚡
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