MatthewWalter
09-09

$Broadcom(AVGO)$ I trimmed AVGO above $165, that I bought back some of what I trimmed under $155, and that I would buy more AVGO if it fell below $142. So, NOW I increased my position in AVGO by 33%, bringing my largest holding up to the full, over-weighted position that I once held.

Big gainer for me. I think this will drop to 130 again, maybe even lower.

Because semis are getting crushed, I also took advantage of the opportunity to buy more $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $Applied Materials(AMAT)$ $Qualcomm(QCOM)$. These chips are essential to our future health and financial welfare, whereas potato chips are not.

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