Today, Kim Bolton commented about whether CYBR-Q, META-Q, MSFT-Q, UBER-N, APLD-Q, AAPL-Q, SQQQ-Q, QQQ-Q, WELL-T, ORCL-N, OTEX-T, BYDDY-OTC, INTC-Q, DDOG-Q, NOW-N, AMD-Q, CRWD-Q, ANET-N, TSM-N, PANW-N, MU-Q, SMCI-Q, DSG-T, ALAB-Q, NVDA-Q are stocks to buy or sell.
A difficult one. It was one of his top picks, one of the top 10 in his fund. As soon as the plunge happened, he just got out of the way. Then the biggest question becomes, what to buy? He quickly did some homework and bought PANW and SentinelOne.
You're going to have to wait through 2-3 earnings seasons for them to get their mojo back. You could buy here around $265 and $250, shouldn't go under $240. But he'd rather wait for earnings season.
Pretty fully priced, so don't buy now. Try around $328, and again around $311-12.
(Analysts’ price target is $340.00)