Luukas Komu @Monstertruck123: "1 Sell and 3 Buys..."

Finland

1 Sell and 3 Buys - Doing Some Rotation Sold some of the position in Nike for a loss. While the underlying business is trending up and the future for the company looks bright, I simply just see better opportunities for that money. I remain bullish on $NKE (NIKE) for the long term. I put that money mostly into The Cheesecake Factory, which is set up really well for the coming years. North Italia and Flowerchild (2 restaurant brands $CAKE (The Cheesecake Factory Inc) owns) will expand massively, and CAKE will do very well. Also put some money into META and Adobe. Both companies will deliver great returns over the next few years. Very bullish here. $META (Meta Platforms Inc) $ADBE (Adobe Systems Inc) $QQQ (Invesco QQQ) $SPY (State Street SPDR S&P 500 ETF)