$NEBIUS(NBIS)$ decided to take some profit now. Given the super volatile market, I feel profits are needed, at least we need cash to sustain our overall stock portfolio when the market goes bad!
$Exxon Mobil(XOM)$ war war... oil price shoots up.... war isn't good :-( maybe take the opportunities to take profits in stocks to help those suffering from wars...
$Torm PLC(TRMD)$ I hold this stock for long term as it pays good dividend! Only recently it has gone up. I am planning reduce my holding and move my capital around! moving captial around from time to time helps with portfolio growing!
$Baidu(BIDU)$ I should have reduce the holding for $Baidu(BIDU)$ when I got the chance to do so. feel uncertainly holding some of the ADR stocks given the tension between US and China. Not sure what others think, perhaps time like this is just a waiting game??
$SanDisk Corp.(SNDK)$ Will it hit over $2000 soon again? The latest move is largely driven by its Aug. 13 Investor Day, where management gave a much more bullish long-term outlook. What triggered the latest SNDK surge? –2030 — a major change in how investors view SanDisk.* Mid-to-high teens annual revenue growth through FY2028–2030 — a major change in how investors view SanDisk. * ~80% gross margin and ~75% operating margin targeted for FY2028–2030. That’s extremely bullish for a NAND company. * $93.9B of New Business Model (NBM) agreements with eight customers, including three large U.S. hyperscalers. These multi-year agreements make NAND demand much more predictable and reduce the traditional boom/bust nature of the memory business. * AI data-ce