Quote:
Originally Posted by Strange Brew
If you're craving large cap tech, MSFT looks better to me. Their cloud offerings are hot and should only grow when IPO's come back. Dynamics is a great small cap offering.
Netflix at today's price makes much more sense than Meta too IMO. I just don't see anything with Meta that screams long term value and not going to buy based on hope they radically change their plans.
But honestly I still want to know what is next for Fuzz after nailing Netflix timing. This time I want to know as you're doing it, not six months later.
As for me, I added some UNH this month. Seems like it will ride out this uncertainty fairly well with a little dividend kicker.
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OK, bought some Amazon today at $86.20. It's back down to pre-pandemic price range so figured it's probably nearing a floor for now. See if it bounces a bit. Please don't consider this buying advice!