ARKK Investment Tracker position change: Increased position in Kratos Defense & Security Solutions by 8,888 shares, the number of shares held increased 0.7% compared to the previous period and now represents 1.05% of the total position.
$ServiceNow(NOW)$ The recent correction in ServiceNow (NOW) has only strengthened my conviction, which is why I'm continuing to dollar-cost average into the stock. Could it drift lower in the short term? Of course. But after the latest pullback, I believe the market has become a little too pessimistic. For a company with ServiceNow's quality and long-term growth potential, this correction looks slightly overdone to me. My bullish view is centered on the long-term outlook for enterprise software. As businesses accelerate digital transformation and AI adoption, software platforms that improve productivity and automate workflows should remain critical spending priorities. ServiceNow has consistently expanded beyond IT service management into AI-p
ARKK Investment Tracker position change: Increased position in Kratos Defense & Security Solutions by 20,552 shares, the number of shares held increased 1.73% compared to the previous period and now represents 0.99% of the total position.
$ASML 20261016 1800.0 CALL$ This call was bought to open on Tuesday when market was quite bearish. The entry point was somewhat at a support level and entered when RSI looks to have reversed back up on minute candle. However the market didn't recover pulling ASML back lower. Thank goodness MU has helped to pull the chip sector back up higher with it's stellar earning reports. Just close ASML with a small gain. If it's not because of the inflation data that pulled down the market, we could have a much bigger win.