Value migration play. Which value migration/trends are you tracking?

I don’t use targets or stop losses with some of the secular trends- cloud, cloud security, new databases etc.

I realised this by selling $TTD and $NVDA for a good profit missing out on great profits.

Trade desk play was offline to digital advertising- value migration/trend is still on play.

Nvidia- Commoditised Chips to high specialised chips.

I had $AMD for the same reason but sold it after a short report came out.