Portfolio Change: I'm buying more Intel $INTC

Moving a little extra cash to increase INTC from ~17% to ~20%

I’m making this trade tomorrow morning at opening bell.

Short and sweet. Here you go:

NOTE - This is not investment advice. Do your own due diligence.

I make no representation, warranty, or undertaking, express or implied, as to the accuracy, reliability, completeness, or reasonableness of the information presented in this report. Assumptions, opinions, and estimates expressed in this report constitute my judgment as of the date thereof and are subject to change without notice. Projections are based on a number of assumptions, and there is no guarantee that they will be achieved. Walsh Investment Strategy and Michael Walsh are not acting as your advisor or in any fiduciary capacity. All contents are thoughts and opinions of the author and subject to change without notice.

PS: I’m still working on 2024 letter. Stand by.