$HROW

It’s one of those days when I’m glad we’re only 50% tech/ai (chips, memory, data centers, power, connectivity/optics) and then 50% everything else (medtech, adtech, healthcare, fintech, ecommerce, robotics, space, defense, minerals, software) Not a good day for tech & ai. Very good day for everything else especially healthcare. My favorite small/mid cap healthcare names right now are $TMDX, $HIMS, $HROW, $PRCT, $CLPT and then we started buying some $ATEC a couple weeks ago after it got hit on earnings and we have a small position in $CMPS which is very speculative so please be careful and don't chase. Lots of people chasing software/cloud stocks at 20-30x NTM revs... meanwhile all of my healthcare stocks are trading at 2-3x NTM revs. My strategy is to own a portfolio of 20-40 stock