The market cant look beyond the end of its nose. Remember that.
Selloffs everywhere to feed their FOMO.
If you arent in $SPCX start to bookmark opportunites
When it eventually pulls back , it will drag the rest of the market down even more.
When a mega-IPO , aka $SPCX drains market liquidity & then the IPO itself retraces, the broader market typically gets dragged down further.
Historically liquidity will return to megacaps, aka $NVDA within 1-6 months.
June might be bumpy from here 😐, but bargains can be found.
'Random throwback' 🤣 by Serenity when he signalled $LITE $AAOI , $AXTI on 22nd Dec 2025 ( less than 6 months ago).
What a true Photonics genius.
If you want real speciality follow @jukan05 , not the salesman pretending to be an expert.
$SIVE plateauing, $XFAB choking..
Lets see if hes a one trick pony!
Markets losing some of the premarket gains but I think we want to visualise the Iranian signing before fully accounting for it.
Eyes focused on $MU with earnings next week.
Think Lumentum 1k$ break might bring fireworks to optics.
Also:
$NBIS at 235
$DELL 390
$INTC 125
Our 6 month return is now $35k+,
Annualised return +178%
To be a professional investor you need to make this line as diagonal & smooth as possible.
Risk management is key.
Annual Target : $80K - $100k
$MU $SNDK $INTC $ARM $ALMU $DELL $HPE $NBIS
$ASML keeps hitting ATHs day after day.
I've taken profits here short term. I do think we're a little overextended leading into Musks fireside chat yesterday regarding Terafab.
I just see better outperformers short term. This is a great stock to continue to hold if you're a long term investor.
With the recent Iran escalations on top of seasonality/SpaceX IPO its been a rough few days.
Personally, I dont think secondary war escalation will lead to the same drawn out crashes we seen first time around; aka Ukraine/ Russia.
Hence why Ive been adding..
$ARM $DELL $HPE $INTC & some other stocks with recent deals/ narrative such as $ACMR (china international restrictions $SMTC & $ALMU & $APLD
The pivot point may still be some time away but weve had 3 real bloody days recently & there is good value here.
Klarna is launching U.S. high-yield savings accounts with up to 3.28% APY as it pushes deeper into everyday banking.
The BNPL firm is offering the product through FDIC-insured WebBank, aiming to turn spending users into savings customers.
Antioch just introduced Antioch Agent, a new platform for developing physical AI inside a closed simulation loop.
Robotics teams can onboard a robot, generate scenes, run tests, and iterate much faster than traditional field testing allows.
@asianinvestors No, what makes them right is comparing Sive to its peers and seeing its 10x overvalued in trailing & forward metrics..
Share price is temporary. Share price is fomo.
Share price is not fundamentals.., particularly in tiny market cap companies
@cousinvanko If you roundtrip 90% of your portfolio and it isnt due to a macro depression/recession.. you are simply not good at this game.
I dont care if you made 1m$ or 50m$
Fast money comes, THEN goes.
This is what plateauing on a stock looks like once EVERYTHING & much much more is baked in.
JP Morgan $JPM ownership - market meh🤷♂️
New 8m$ deal - market meh
Or is $SIVE in fact a wireless company, not photonics.. & that is now getting repriced down. 🤔
Heres a list of 5 stocks that historically bounce best after sharp 1–2‑day drops over the last 18 months*
1. $MPWR +3.1% in profit incl. losses revovered.
2. $VSH +3.9%
3. $MXL +2.8%
4. $MCHP +3.1%
5. $RXT +3.3%
*Created by Deep Research (AI)
Full list below👇