The Pitt Capital

[National Post @nationalpost]

FIRST READING: How lax immigration brought one of Canada's most dangerous gangs to life https://t.co/zwXUBXpnmp

[AwakenedOutlaw⚒️ @AwakenedOutlaw]

President Obama sitting courtside at a Chicago Bulls game, October 28, 2015

[Jack Mac @JackMac]

lol. Banger.

[ALX 🇺🇸 @alx]

Dumb bitch

[Clark Wilson @clark_wils46212]

As a retired Sailor I can attest to this.

[First Fellow @spluscollective]

$NVDA 👀

[3X Long Labubu @labubu_trader]

Heard that TSMC is taking INTC EMIB as a serious threat.
Wouldn’t be surprised if they quietly prioritize AMD over Intel when allocating foundry capacity.
Behind INTC vs AMD is strategic battle of US vs Taiwan actually.

[The Pitt Capital @ThePittCapital]

@mmonis @ohiain Feel like $AAOI sub $200 and $CRDO <$225 are decent buy areas

[The Pitt Capital @ThePittCapital]

@mmonis Do you still use blademap?

[Chapo @ChapoGrimey]

lol Hyundai uses $bb QNX OS.

few understand how much this means for BlackBerry.

[Andrew Kuhn @FocusedCompound]

Wall Street after the SpaceX, OpenAI, and Anthropic IPO fees hit

[Citrini @citrini]

Bad day to be a Situational Awareness hater

[Zephyr @zephyr_z9]

"Wouldn’t be surprised if they quietly prioritize AMD over Intel when allocating foundry capacity."
👀👀👀

[Boring_Business @BoringBiz_]

State of AI right now

[tae kim @firstadopter]

This may be the first time Apple is using Nvidia chips in OVER A DECADE

[Zephyr @zephyr_z9]

IPO incoming

[Jonah Lupton @JonahLupton]

Just left the 75 minute meeting with $AAOI management... I'm definitely even more bullish now than I was going into the meeting... if $AAOI wasn't already a top 7 position and/or wasn't up 13% today I'd be increasing our position by 30% or more. I really hope we get another pullback because i'd love to load up again under $160.

I'll try to put together a post in the next few days with my thoughts... it's becoming very clear that most investors aren't bullish enough on optics and we're still in the very early innings.

Giddy up!!!!

NFA
DYOR
**We own $AAOI at @FirstWaveFund and added to our position several times last week... just wish I had added more.

[Paradis Labs @ParadisLabs]

If anyone's curious on today's buys:

1. $GOOGL @ $362
2. $MU @ $900 (pre-market)
3. $SNDK @ $1,592 (pre-market)
4. $RKLB @ $113
5. $MRVL @ $276 (overnight)
6. $NOW @ $115
8. $INTC @ $100 (pre-market - very lucky timing in advance of $GOOGL TPU order announcement)

All are existing positions that I DCA'd on.

Also DCA'd on some other random names not on my mega-list like Infineon.

Tomorrow's priorities:
- SK hynix + Kioxia - obviously
- $SIVE + $NBIS - if they open down
- $CIEN - doing DD on their $2B covertible notes. Dip looks like an extreme overreaction imo.

---

Might not make this a frequent thing since I usually place quite a high volume of trades daily.

I also don't see the value this adds lol. But I keep getting asked to do something like this / a portfolio breakdown.

[Monis @mmonis]

Keep the scoreboard ticking - 4% to 20%+ stock move over and over again is doable

How I have simplified things,
1. Limit stock universe - I have 20 stocks, high ADR, good fundamentals, known to people, and respect levels
2. Focus on limited setup: For me, Oversold bounce - It may or may not turn into a reversal (swing)
3. One direction only - No shorting - I have difficulty switching bias
4. Secondary tools - Bookmap for sure, option flow may help.
5. Strict risk management
6. Plan your trade and trade your plan - Both are important.

[Babyfolio @babyfolio]

This is crazy.
This means 3-4x on HBM revenue.

Super bullish SK Hynix, $MU, Samsung, $DRAM