Pubmatic
It seems in 2024 that my portfolios are dominated by: semiconductors, bitcoin, communications/tech/data & cloud computing. (There is also ballast and a contingent of biopharma, space, and quantum.) The first cohort has outperformed so enormously, that it overwhelms all else. So, Pubmatic. This is a longterm hold in other portfolios, but here on MooSquared, I am mostly trading options, so take profit and exit positions more frequently to free up capital. I still like this company very much, nothing in my thesis has changed & I still hold it elsewhere. But I need funds (I spent my Friday paycheck on dippity doo dah day,) so that I can buy SPY contracts. I’m finally learning the kesson to diversify and target lower returns; VOO and chill but with leverage. :)
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It’s a beautiful day!
Former scientist, enthusiastic reader and student of capital markets. LT/s-trade/options/crypto
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