Swing Portfolio 15/05/2024

Good results on CPI and the market is near all-time highs. We need to understand if it will be able to break through. Unfortunately on MEDP, I was stopped out yesterday (breakeven stop) only to see the stock going higher after that.

Meanwhile, I’m adding a new position on the portfolio together with NVDA with calls for a short-term directional bet.

CGEM (…