To The Moon

There’s an English saying - “Imitation is the sincerest form of flattery“. Is there an ounce of truth in the sayings ? This struck my mind when I came across the post (see below). Who Is She ? 49 years old Marjorie Taylor Greene is a US Representative from Georgia, has garnered attention for her active involvement in stock investments. There is even a website tracking her purchases etc… (see below) Despite not familiar with who she is, my interest is piqued to find out what were the 6 stocks she has bought recently. Am always interested to find out what others are investing their monies in; and maybe just maybe emulate? After purchasing a variety of stocks in June, the Peach State representative, who sits on the (a) Oversight and Reform Committee and (b) Homeland Security Committee, added 6 more stocks to her portfolio, according to a recently submitted regulatory filing. Her recent purchases included: $Applied Materials(AMAT)$. $Corning(GLW)$. $Dell Technologies Inc.(DELL)$. $Duke(DUK)$. $United Parcel Service Inc(UPS)$. and $JP Morgan Chase (JPM)$. Although the exact value of each transaction was not reported, all 6 trades were valued between $1,001 and $15,000. Purchase & Stocks Analysis. Her purchases in H1 2024, demonstrated her keen interest in stocks that had exposure to artificial intelligence (AI). On July 23, she increased her AI exposure in Applied Materials, Corning, and Dell. Applied Materials Develops and manufactures systems that companies require to produce semiconductors, including those that are specifically designed for AI applications. This business represents the lion's share of the company's sales, about 74% of overall revenue in Q2 2024. Corning. Is a specialty materials company benefiting from the AI boom. Management attributed company's unexpected strong Q2 2024 results to "the strong adoption of our new optical connectivity products for generative AI, that drove record sales in the Enterprise portion of Optical Communications business." Dell From storage solutions to servers to laptops, Dell has a variety of products incorporating AI. On its Q1 2025 earnings results, COO — Jeff Clarke stated, "Servers and networking hit record revenue in Q1, with AI-optimized server orders increasing sequentially to $2.6 billion,. Shipments up >100% to $1.7 billion, and backlog growing >30% to $3.8 billion. Duke Energy. Post was uncertain why Greene selected electric and natural gas utility Duke Energy for her portfolio. Most likely it is due to company's generous dividend, that currently represents an attractive forward dividend yield of 3.7%. Strategy : Investors often choose utility stocks for their consistent and secure dividends. Duke Energy is no different. It has a long-standing commitment to rewarding investors, paying a quarterly dividend for the past 98 years. Over the past 10 years, the company has hiked its payout at a 2.8% compound annual growth rate (CAGR). Management has targeted a payout ratio of 60% to 70% of adjusted earnings per share. JP Morgan Chase. Select JPM to gain exposure to a leading financials stock. This is the largest commercial bank in the United States and is a popular choice among leading institutional investors. This is another stock to boost her passive income stream because JPMorgan Chase has a 2.3% forward dividend yield. It has averaged a conservative payout ratio of 31% over the past 10 years - a period during which JPM has achieved impressive growth writ large. From 2005 to 2023, JPMorgan Chase has increased its tangible book value at a 10% CAGR. United Parcel Service (UPS). The logistics stalwart has underperformed the market significantly over the past year. It is possible that Greene sensed the opportunity to grab (a) a more secure,(b) high-yield dividend stock on the cheap. With an enticing forward yield of 5.1%, UPS isn't jeopardizing its financial health, as the company has averaged a low payout ratio of 66% over the past five years. It further illustrates UPS’s commitment to rewarding shareholders that management is targeting 2024 share repurchases of about $500 million. My viewpoints: (mine only) While it is intimate to peep into a stock savvy politicians' stock picks. There is no hurry to mimic them because she is she and we are we. The risk capacity is obviously different between Greene, you and I — right from the start. Use the news article / post as a reference (only) and always perform one’s own due diligence. *Note : Although Applied Materials, Corning, or Dell are good stocks, they are not the same as semiconductor manufacturers stocks (the typical stocks that dominate AI conversations) so further scrutiny is naturally warranted. As for Duke Energy, JPMorgan Chase, and UPS -- they are valid considerations as they are all industry leaders that offer excellent opportunities to fortify your passive income. Would you consider emulating “Guru” Greene purchases or Nancy Pelosi’s ? Food for thoughts ? Must Read: Click on below titles to access. Give a like & help to repost ok. Thanks. LUMN an AI Rocket or next Super Micro $SMCI ? Jobless Claims : Will History Repeats Itself ? Beyond Spook: Has US Market Started Healing ? Do you think the 6 stocks will recover the moment US market jumps ? Do you think you will be interested to find out more about the 6 stocks bought in by Republican Marjorie Greene ? 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