Vlad Marchenko

Finance manager in corporate and a part-time trader.
Posting some of my trade ideas and market thoughts

[Vlad Marchenko @FocusOnStocks]

All these names that I mentioned in May have set new highs this month $CLS +30%, $SPOT +13%, $PLTR +12%, $VST +17%, $NNE +22%.
Continuation of the move for stocks in strong trends > trying to catch a dip for a bounce in downtrends

[Vlad Marchenko @FocusOnStocks]

A lot of names with relative strength today, here are some of them:
1. nuclear energy/utilities - were significantly higher on premarket before EU tarriff news, but provided a nice dip at the open - $NNE $VST $CEG $BE
2. $CLS $GEV - beautiful uptrend continuation without any weakness since april lows
3. $SPOT trying to break out from a bull flag
4. food delivery/ridesharing - $DASH +4% from the lows, $LYFT forms a bull flag cooling off after earnings +30% move
5. $PLTR - some traders expected it lower after insider sales, but tough to go down with 1B+ government contract news, bull flag also

[Vlad Marchenko @FocusOnStocks]

@zerohedge Bonds will never find a bottom…

[Vlad Marchenko @FocusOnStocks]

@KHerriage Powell was appointed by Trump in 2018 and hiked rates prior to an important election with Trump as a president.
Thank you for your attention to this matter.

[Vlad Marchenko @FocusOnStocks]

@NoLimitGains Can’t believe the account with 1.5 mln subscribers really marked the bottom being bearish at range lows

[Vlad Marchenko @FocusOnStocks]

@RicharlisonSZNx Very expensive squad for relegation battle

[Vlad Marchenko @FocusOnStocks]

@anandragn hard to find a better timing for this post, as the rotation into software out of overcrowded by retail memory and semi names started

[Vlad Marchenko @FocusOnStocks]

@SpecialSitsNews After today’s drop dividend yield is 5%…

[Vlad Marchenko @FocusOnStocks]

@Jake__Wujastyk you will never believe it, but in 2023 inflation was going down from its peak due to a rate-hiking cycle. Completely opposite situation now

[Vlad Marchenko @FocusOnStocks]

@PolymarketSport Cry more, but it is obvious that Atletico didn’t create anything, parked the bus as usual and didn’t deserve to be in the final.
0.5 xG is a joke

[Vlad Marchenko @FocusOnStocks]

@Globalflows Yes, no one, that’s why NAAIM exposure is at highest level this year, and AAII bullish sentiment also at highs

[Vlad Marchenko @FocusOnStocks]

@davidsettle 2000 dot com bubble peak

[Vlad Marchenko @FocusOnStocks]

@Mr_Derivatives Just hold $QQQ and enjoy your +1% per day. Nobody need to work anymore

[Vlad Marchenko @FocusOnStocks]

@Ryanc10efc @fm_console Identified the same problem also…

[Vlad Marchenko @FocusOnStocks]

@fm_console It’s already April and I still can’t enjoy the game on Xbox due to constant crashes during half-time or after the match. Total failure

[Vlad Marchenko @FocusOnStocks]

@kiantrades worried that they will be more fresh for premier league, while arsenal still participates in 4 competitions…

[Vlad Marchenko @FocusOnStocks]

@OptionsHawk if you want to pump your stock to the moon, just fire half of your staff😀

[Vlad Marchenko @FocusOnStocks]

@TheStalwart -4%🥴

[Vlad Marchenko @FocusOnStocks]

@Barchart BREAKING: unrealized losses continue to decrease from peak of 700 to 306 bln currently.
You should analyze the chart before posting something “US banks are breaking”

[Vlad Marchenko @FocusOnStocks]

@leadlagreport Less revenue -> more budget deficit -> more debt issuance -> higher yields
And it’s even without taking refunds into the account

[Vlad Marchenko @FocusOnStocks]

@market_sleuth @marketmike And what was the reason for the inflation? Maybe because oil as one of the largest components doubled during the war (disruptions of supply chain due to imposed sanctions)?

[Vlad Marchenko @FocusOnStocks]

@marketmike Definitely! Oil started to rise 2 months before the war, almost doubled in summer of 2022. Despite there was no immediate “crash”, it was bear market that lasted 9 months with 25% drawdown (Jan-oct 22).
Surprised how the facts are getting quickly erased from the memory