Semis are stretched still in terms of valuation A glut is around the corner, few quarters away as capacity expansion globally happening Best to be cautious 

Both are high risk but high on conviction ideas 

Juicy only for US residentsFor us, we clearly lose by paying 30% dividend withholding taxes - this is is something most investors turn a blind eye to buy over time it will significantly eat into total shareholder returns US dividend stocks are for trading and not great for Long term for non US residents 

PLTR might go lower and then bottom out at around 14-15$. I plan to add then . It is a risky bet but worth taking 

Please do remember that no one knows the bottom and therefore slow and steady buying is the only way I can think of 

Many of these stocks are buyable but might go lower. If you have funds that you can spare and average down, some of these are ok 

Broadly agree regarding AAPL AMZNHowever, the current price fully reflects the value Better entry points needed 

I have started slowly and steadily buying these megacap techs via ETF routeThere might be further falls and this could be a protracted battle The key thing is to not run out of ammunition 😄

Volatility is your Friend sometimes, as long as you can tolerate it, as it throws opportunities The NASDAQ is down by nearly 4-5% and the big cap techs are down by at least 3-4%. For the risk takers here, this is an opportunity- at least for a possible quick trade This selling will cease and the earnings season starting end of next week will cause the market to recover 

At this point of time betting on the Metaverse and speculation can be risky Best to value each stock on its own merits and take decisions than gamble 

BA will do well in the Long run and is a stickto add at each market pullbackThe company is a virtual duopoly with Airbusand the airline industry will be buoyant 

A good dynamic view V is a stock to accumulate at each pullback 

For non US investors the dividend withholding tax at 30%, takes away what little attraction the dividends poseThere are several legal and logistics issues hereWill stay away myself 

PLTR is a very high risk gamble. I hold still but my exposure is very small. I will not average down but just wait on the sidelines and see how the next few quarters goMoney can be deployed more safely and with greater profitability elsewhere with so many choices

This is certainly not advisable for retail investors to emulate! We have limited resources and cannot gamble like thisAny further interest rate hikes will make her funds fall Already down nearly 40% plus 😄

Considering entry at 125 if at all it gets there 

I will add BA at the next pullback. This company has a strong moat and is a virtual duopoly along with Airbus BA will be over 300 in the next 1-2 years

Good resultsLong term buy and hold stock