Hitting 200 weeks average and bounce. Reversal?

11月7日

CDW has been punished for slow growth expectations and the price is hitting 200 week average. Given the new administration increases the spending (hoping some comes to educations and government upgrade), the price may be attractive to hold for long and long term, which buys the American corporation. Given that I do not know how erratic next 4 years would be. And, would personal computing (local - edge) be the thing of the past soon in AI era (data center driven)?

I am not a professional. I shared the thoughts, if anybody can add.

11月10日

手動結束交易

I am not right about the assumption about the net spending, is compensator for the tax cut.

Tax cut will increase the corporate spending on IT but government seems to in line where they traditionally belong, do less is better.

I close this trade now prematurely. But purely technical point of view, late 2023 resistance is broken, it should go up.