Picked up GOOGL AMD, SPCX, SKHY and NVDA today at near close and afterhours. 1/3 of my cash bag in.
Sticking a little more with more quality stocks after this bloodbath.
Markets might go down more, if it does Ill get more stuff and maybe even dollar cost average down on what I just listed, if it doesnt I hold the cash and wait. Last spring I waited to long and got left in the dust, this time I at least position myself in market.
I think the datacenter stuff is more so FUD, plus they have run up alot this year so pullback comes down harder but still sticking with more quality stocks. Plus chips sell chips not so much into debt to build datacenters so reason of NVDA and SKHY, my NVDA bag much bigger though.