A.I. carries as expected

Prospero.Ai Morning Sector / Portfolio Update 05/06/24

Looks like Tech had the positive start to the week we expected!

In this letter:

1. Current Portfolio

2. Market Update

3. Sector Update

4. Market Cap and Value/Growth Performance Update

5. Portfolio Update

Portfolio Allocation

8 Longs: CEG, SRPT, GOOG, MELI, MSFT, COST, BIDU, NVDA

6 Shorts: NEU, ACI, BXMT, E, VFC, PINC

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Market Update