The analyst states they hold concentrated, long-term long positions in MU and NBIS with high conviction.
Concentrated conviction and long-term holding with daily attention to these stocks.
@SuperValue16 only $MU and $NBIS and various sector stuff. I do concentrated conviction, long term... so i'm on top of them daily. a lot on psychology, and commentary on ongoing events
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +5.8% | +5.0% |
| 1 week | -18.4% | -19.8% |
| 1 month | -43.2% | -41.7% |
| 3 months | — | — |
| 6 months | — | — |