Half-Time Report -- Secret Service Director Resigns — For The Archives -- Personal Investing -- July 23, 2024

Locator: 48216INV.

Link here.

 

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Personal Investing

Wow, listening to a Sara Eisen interview with analyst in AI -- gets me excited once again. I'm using pullbacks to add to my AI positions. The CRWD / CrowdStrike debacle was an incredible opportunity. 

Can't stress that enough. 

 

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Summertime

 

Twenty years from now, these kids are going to be thrilled with the AI investments that their great-grandfather Carl left them in 2019, and then the AI investments that their grandfather Bruce (me) left them, starting in 2024 and hoping to be complete by 2030. And hopefully, along the way, I'm leaving "good info" to their parents and to the grandchildren themselves. 

 

KMI: "jaw-dropping opportunity." Link here.

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Halftime Report

 

Cramer's first hour today was a dud, but today's "Halftime Report" is, again, awesome. 

 

By the way, have you all seen how AAPL is doing today -- all of a sudden?

Apple has bought back $87 billion of their own stock in the past year. Let that sink in.

• Josh Brown: Amazon -- his favorite stock this past year. Has doubled his position, and then doubled it again.
• Stephanie Link -- her favorite: Apple. But also holds Amazon.
  
• Continued to add to it in May but now some headwinds bother her. 275 million iPhones have not been updated in the past four years. AI will change that. The re-fresh cycle. Also owns AMZN. AMZN and AAPL are her only two MAG-7 holdings. Says AMZN will "crush it" in next earnings report, but Apple is still a turnaround story.
• Jenny Harrington: holds DIS and INTC; does not hold AAPL or AMZN. Also holds WMB. 

I consider natural gas (production / delivery) an AI play.  I'm not buying any more energy. I've been overweighted in energy for years, and for the past two years I've been trying to balance my portfolio -- mostly AI and some infrastructure such as CAT. 

UPS down 14% today. Not at all unexpected. I've talked about this before. 

AI target prices, link here:

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Disclaimer Briefly
Reminder

• I am inappropriately exuberant about the US economy and the US market, 
• I am also inappropriately exuberant about all things Apple. 
• See disclaimer. This is not an investment site. 
• The audience for my investment-related posts: for the grandchildren who will inherit the estate and will benefit by knowing my strategy in putting that estate together. My investment-related posts are not for others. But it's the easiest way to keep my grandchildren in the loop.
  
• Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
• Reminder: I am inappropriately exuberant about the US economy and the US market, 
• I am also inappropriately exuberant about all things Apple.