MM has been reviewing our position in Zoom since giant Microsoft (MSFT US) announced its intention to enter the video conferencing space, the stocks bounced well of late after being smacked over recent months providing a reasonable exit level as it makes new 2021 highs.
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Webinar Recording | Will NVIDIA Ignite or End the AI Trade?
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Monthly Update: Portfolio performance and positioning during October
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM is considering taking profit on Zoom into its 30% positive recovery
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