$PDD is a great opportunity at around $120

I bought 1x $NVO and hesitated when $TTD was at 50.60, but if it turns back down toward 50 I'll definitely add more.

Out of those four, right now $TTD and $NVO. Why? Compared to NU and ASML they’re still stuck at the bottom (which I like ... I prefer to add on further dips rather than wait for sentiment to change and for them to start rising). If I didn’t already have positions in these two, I’d gladly open one at these levels.

Also, the best answer is what I’ve been buying over the past ~10 days. Last week a few shares of $NVDA (small position, minor short-term dip), $MRVL (small position, an absurdly large drop after the recent results), and one share each of $CRWD (still building the position, another small drop, bought at 405) and $CRM (overdone drop after results, so an automatic add—only 1 share since I already have a satisfactorily large position and that price below 240 wasn’t the lowest recently). And this other small add was $TTD (51.5) and I’m considering buying a few dozen more shares of $BYDDY (Chinese stocks are coming back into favor, see flagship $BABA).

I have nothing against NU and ASML—quite the opposite (I personally started adding to ASML—also why it’s currently my second-largest position in the portfolio—at €675 and now the price is around €680), but not long ago it was €600; same for NU (12 vs 15). I’d be happy to top up NU a bit after a small correction (if it happens), but right now I’m not particularly tempted.

Almost all of them. Read up on S, FTNT, ADOBE, CRM. We'd like to know your opinion 😁