The Rally: • Portfolio: -1.31% -$1,193 🔴 • Nasdaq: +0.03% • S&P 500: +0.13% • Dow: +0.45% The Breakdown: After 2 of my strongest days ever back to back my portfolio cooled off, today I trimmed some ASML and sold out of PATH to rotate into $CELH for some diversification away from AI and Software. 📈 Winners • $ASML (+4.72%): Hits new ATH’s above $1,700, my position is now up over $110 as I continue to take gains. • $AVGO (+4.70%): Pre earnings hype as Broadcoms earnings are coming Thursday. • $TSM (+2.54%): As chip demand continues to rise TSM holding the monopoly continue to break to new highs. 🔻 Losers • $NOW (-6.04%): After over a 40% gain in May ServiceNow cools off and rejects $140 a share heavily. • $SOFI (-4.52%): Announced “Sofi coach” an AI powered assistant to help users track and manage spending, saving and investing. • $MSFT (-4.17%): After a 25% move from the bottom Microsoft has a sell of with the rest of software. The Goal: 💰 Road to $100k: [91.5%] Even with software cooling down today Zeta was still green. This shows serious strength and looks very good as we move into the summer.
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Market Recap: June 2nd📉 | Market News | Blossom Social
