st log

7/20/2020

备选股票池

Day 1： purchased FB; BABA; ILMN; TCEHY;SHOP;NVDA; SQ; VEEV; REGN
Yet to fill: AAPL, AMZN; TWLO

slow build up these stocks

FB: too many negatives.

TCHEY: (Tencent) what is the China impact.

TWLO: (Twilio) technology is not new. program to make IP calls

AMZN: yes that the good one.

BABA: China de-listing impact?

ILMN:  (Illumina) NEW, develops, manufactures, and markets integrated systems for the analysis of genetic variation and biological function.

REGN (Regeneron Pharmaceuticals)

VEEV (Veeva system) cloud-computing company focused on pharmaceutical and life sciences industry applications.

AAPL: nothing to say.

NVDA: is it too late to get in?

SHOP: Canada AMZN and BABA.

SQ (Square) an American financial services, merchant services aggregator, and mobile payment company