Positive Spin Thread: What dips are you buying?

At about 930 today I bought a few shares of CRSP at 100.75 and a bunch of pltr at 21 or so.

I'm taking the approach, I'm either doing nothing right now, or buying some of these deep dips. I'm not going to chase any reopening BS or pile into a industrial that's going to get snapped down next week.

I don't have much cash though, I got kinda caught by this in that respect. I have a backup savings account I keep like 10-15% of my portfolio value in cash in case there's a crash and I have no cash. Not confident to touch that yet.

A little context: I'm only down like 5% YTD including today. I'm decently diversified.

Bought FCEL yesterday on what I thought was a dip

Over the past two days I’ve bought

ABNB
APPN
CRWD
EXPI
FVRR
IDXX
LMND
MSTR
PLTR
CRM
SHOP
SNOW
TSLA
TLRY
ZM

I am a firm believer that “tech wreck” is overblown. O&G was overvalued 6 months ago but appears stretched to me now - as does every other “reopening” and/or infrastructure play. If I’ve learned anything, the stuff the talking heads are currently spinning is a cycle late. If you had a position in those other names previously, great. Maybe a little room to run, but not to chase. But what they are irrationally selling. Tech is still the future IMO.

APPS
SE
ETSY

Bought appl at 112 after the split. Just bought some at 117.90. No reason for Apple to be regressing even with the move of money to smaller tech companies.