J. Rien

Swing & Position Trader
∞ Student of the Market
Trust & Enjoy the Process
(NFA)

[steve2bacon @steve2bacon]

God, give me one more sweet pump and i swear i’ll sell these bags for breakeven i won’t be greedy this time. i’ll maybe wait for 5-7% green but no more than that. unless higher timeframe looks amazing but i’ll at least set breakeven stops. mental stops of course

[J. Rien @JRien_]

Son of a... $CIEN

[J. Rien @JRien_]

Not a great weekly bar on $NVDA

[J. Rien @JRien_]

Man this engineering/construction group just looks so damn nice $STRL $DY $LGN $AGX

[PBA @801010athlete]

$DOCN Main name focused on last week+, huge RS today and now a +22% cushion.

[J. Rien @JRien_]

$NVDA $NVDL Gap + 21ema support, don't like the heavy volume lately though, let's see how we close the day

[J. Rien @JRien_]

$TSLA BIG RS

[J. Rien @JRien_]

$AMKR $TER $RMBS $KLAC

[J. Rien @JRien_]

4 stocks that gapped down on earnings, yet built out new bases. Worth a watch if market rotates into Semi Equipment that hasn't really been participating with the broader semi group

$AMKR $TER $RMBS $KLAC

[J. Rien @JRien_]

4 stocks that gapped down on earnings, yet built out new bases. Worth a watch if market rotates into Semi Equipment that hasn't really been participating with the broader semi group

$AMKR $TER $RMBS $KLAC

[Ariel Hernandez @RealSimpleAriel]

Owning $DOCN is like getting a wisdom tooth extraction where the dentist refuses to give you any drugs before the procedure.

[J. Rien @JRien_]

$AKAM Definitely a miss on my end, still a gap at 159 area to get through

[J. Rien @JRien_]

$INTC 30 min chart - grasping to hold AVWAP from earnings day

[J. Rien @JRien_]

Interesting resemblance to the lows of this Wychoff structure schematic, probably currently in Phase C to D if this gets moving. PATH trades pretty funky on those HV spikes 😂 Maybe all the weak hands are finally out and institutions wanna step up with the rest of the software redemption arc

[J. Rien @JRien_]

$IBM +10% in the overnight

[J. Rien @JRien_]

$RKLB Upper trendline🧐Interesting to see how these play out into $SPCX ipo

[J. Rien @JRien_]

$HLIT Harmonic Inc.
Highest volume ever on Daily, Weekly, Monthly

Rundown: Why It's Growing Fast (43% broadband growth in 2026)
Network upgrades: Cable operators upgrading from old equipment to support gigabit speeds

DOCSIS 4.0 transition: Operators replacing end-of-life hardware (iCCAP/iCMTS)

** fiber adoption**: Both cable operators AND telcos adopting Harmonic's fiber solutions

Install base expansion: Once an operator uses cOS, they're "locked in" - ripping it out takes 18-24 months

Recurring revenue: Software licensing + maintenance contracts create predictable income

Competitive Moat
First-mover advantage: Industry's first virtualized broadband solution

High switching costs: Operators can't easily swap out Harmonic's cOS (18-24 month replacement cycle)

Broadest platform: Supports hybrid fiber+DOCSIS, multiple deployment models, DOCSIS 4.0 + 10G PON

Energy efficiency: 75% energy reduction vs. traditional hardware, 20:1 rack space reduction

Competitive Moat
First-mover advantage: Industry's first virtualized broadband solution

High switching costs: Operators can't easily swap out Harmonic's cOS (18-24 month replacement cycle)

Broadest platform: Supports hybrid fiber+DOCSIS, multiple deployment models, DOCSIS 4.0 + 10G PON

Energy efficiency: 75% energy reduction vs. traditional hardware, 20:1 rack space reduction
(via Perplexity)

Poor weekly closing range, waiting for it to tighten up and show some support.

[J. Rien @JRien_]

$GFS Interesting this week

- Broke out to new highs on US government quantum news
- Gap down on news: Mubadala Offer $1.91 Billion GlobalFoundries Share Block, Marketed For $86.30 To $86.80 Each - Bloomberg News
- Closed at previous monthly high
- 3 tight days...

Watching how it reacts around $80

[J. Rien @JRien_]

$GEV Looks like it's going to base, what an insane run this has had (I made $0 off this name... 😂)

[J. Rien @JRien_]

Still stalking this base... $DAVE