We're Buying More Shares of This Holding as Promised
Remaining disciplined investors, we're also keeping our eyes on these three Portfolio holdings.
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| Symbol | Transaction Type | # Shares Traded | Recent Price $ | Shares Owned After Trade | % Portfolio |
|---|---|---|---|---|---|
TTD | Buy | 105 | $125 | 1,590 | 3.85% |
After you receive this alert, the Portfolio will buy 105 Trade Desk TTD shares at or near $125. Following the trade, the Portfolio will own 1,590 TTD shares, roughly 3.85% of the Portfolio.
In our alert earlier today in which we raised our price target and rating for Trade Desk shares to $155 and One, we telegraphed that we would pick up more shares for the Portfolio following Wednesday's market open. With this alert, we are making that move and the execution of the trade will leave the Portfolio’s cash position near 9%.
We're Watching AI After Major Trump Announcement
As we digest the Stargate AI announcement made by President Trump, Open IA, Oracle ORCL, and Softbank SFBQF, one that should benefit our positions in Nvidia NVDA, Marvell MRVL and Eaton ETN, we will let the positive news of $500 billion in spending on AI data centers wash over them. We will have more on what that means for those positions in another alert to members.
Ahead of that note, we’ll share that we have no intention of abandoning our investor discipline should some of those shares flirt with or move past 4.5% position sizing measured against the Portfolio’s assets.
More Pro Portfolio
- We're Snatching Up More Shares of These Holdings Amid Market Pullback
- Weekly Roundup: Our Game Plan as Earnings Heat Up and Trump Takes Office
- Dementia Double-Trouble, Food-Cost Crunch, Cyber Risks and More News to Invest On
(Please note that we are looking to execute these trades at or near the share price mentioned above. Once the trade is completed, subscribers can see the trade's executed price here. Be sure to toggle the chart to sort by Purchase Date.)
At the time of publication, TheStreet Pro Portfolio was long TTD, NVDA, MRVL and ETN.
