BREAKING: The person calling me out for offering a paid service is also someone I knew nothing about back in 2022, yet I still spent dozens of hours sharing everything I knew for free, as if we’d been friends for years.
Hundreds of DMs. Dozens of hours on calls and chats. Every question answered.
Nothing has changed. If you’re willing to ask and genuinely want to learn, I’ll always try to make time to help. I did it then, and I still do it today.
Just because someone can give something away for free doesn’t mean they should.
Take @TheShortBear for example. He’s spent years sharing ideas for free. But the reality is that people tend to value free information less. When you pay for something, you’re far more likely to put in the effort to internalize what someone is teaching and apply it.
The other reason he can charge for his knowledge is simple: he’s earned the right to.
I don’t show up to a university expecting to be educated for free. I don’t expect my tax attorney to prepare my taxes for free just because he’s wealthy. My electrician owns a multimillion-dollar business—I don’t expect him to work for free either.
There’s a strange misconception that once someone becomes successful, they somehow owe everyone else their time, knowledge, and education at no cost.
Markets have a way of sorting this out. People with nothing of lasting value to offer—the flash-in-the-pan personalities—eventually disappear. But when someone like Lance or Lukas charges for their knowledge, it’s because there’s genuine demand for what they provide.
A reasonable price isn’t just about making money. It’s also a barrier to entry. It filters out the trolls and attracts people who are actually serious about learning.
If I can’t string together winners, it’s a sign that something is off. Either I’m trading the wrong stocks, my entry tactics aren’t working, or the market environment isn’t supportive. Regardless of the reason, the response is always the same: trade smaller until I regain traction.
7/1/2026 Daily Recap: Bulls Trapped!
- New names emerged $RDDT $HOOD which was a welcomed sign.
- Banks continue higher $XLF $KRE
- Memories struggle $MU $SNDK $WDC wide and loose
- Mega caps try to bounce back $AAPL $AMZN $TSLA
- Healthcare names are starting to get a touch extended here $GH $HNGE $TWST.
- Market is healthy and what we are seeing is rotation.
- Short and sweet tonight got caught up watching the USA world cup match!
Like everyone else, Q2 was nothing short of incredible thanks to the historic trend that began in April.
June, however, was a much slower month. My best trade, $AXTI on the short side, is still open, but most of the month was spent taking profits on some incredible winners like $MU, $NBIS, $DELL, $DOCN, and $ARM.
The extended, choppy nature of the market has made it difficult to get re-engaged with the prior leaders. A day like today is a great reminder of why progressive exposure is such an important part of my process.
I’m not in the business of giving back gains after what was arguably the greatest two-month stretch most of us have ever experienced.
I’ll put together a full Q2 recap this weekend.
$WDC was the one that ultimately delivered the blow-off move. I actually thought it would’ve been $SNDK that got there first, but I guess it’s fitting that the company that spun off SanDisk ended up being the one to do it.
Markets have a funny way of writing their own story.
$AAPL Apple in discussions to buy memory chips from chinese companies two Chinese chipmakers on pentagon warning list apple in talks with Trump Administration on chip purchases.
TLDR; $MU lower your prices bro 🤣
$META IS BUILDING A CLOUD BUSINESS TO SELL EXCESS AI COMPUTE
And here I was convinced we were lacking all this compute and Meta just has some extra laying around
6/30/2026 Daily Recap: Semis lead with a side of window dressing!
- Semi Equipment and Materials group continues it's incredible pace $AMAT $LRCX $KLAC $ASML $UCTT $ICHR $ACMR $ONTO $COHU $KLIC $TER $FORM littered with names at new highs.
- $SNDK with the $3000 target today sent it up 11%. A bit wide and loose but the memory group remains vitally important.
- $FCEL acting like a young $BE and up 100% in the last 3 sessions
- $UFO continues its rebound since Friday with $RKLB trading back above $100. Ideally it can reclaim the 50sma and we can build a higher low over the coming sessions.
- $AMD new high ground today. $INTC looks ready for higher. $MRVL $ARM starting to shape up as well.
- Neocloud leader $NBIS springs back into action. $HUT $WULF $CIFR quiet inside days. Eyeing into tomorrow to see if this group wants to follow through from here.
- Software names with Cyber security leading look incredible. $DDOG $PANW $CRWD $RBRK $OKTA $DOCN $TWLO $FROG $SNOW.
- $DIA $IWM $MDY new all time closing highs while $QQQ $SPY finish consolidating.