Subject: I'm buying this dip.
I'm putting my cash to use by aggressively buying this dip. Added to my long-term holdings in the following because I couldn't resist the bargains.
AMZN
NVDA
MSFT
Amazon, in particular, is selling at the lowest Price to Operating Cash Flow ratio I have seen in years.
I was hoping to add to my holdings in MELI and TTD, but they're both actually UP today. So no fire sale on those 2 today.
Also added to some of my newer semiconductor buys:
MU
QCOM
AVGO
I love when Mr. Market puts some of my favorite companies on sale.