Atul

Over 20 years of experience, in US equities. Tweets, messages, and comments reflect my personal opinions and are not intended as advice to buy or sell stocks.

[Atul @fullchipdesign]

Top performers in my portfolio
META: +153% $META
NVDA: +130% $NVDA
GOOGL: +76% $GOOGL
AMZN: +67% $AMZN
JPM: +62% $JPM

Recent Additions:
$TSLA (+27%), $UNH (+16%)

What's next for these mega-caps? #BigTech #StockMarketUpdate

[Atul @fullchipdesign]

$intc in this market when you when you see profits then you need to pull the trigger - market is highly misleading $spy $qqq $mu

[Atul @fullchipdesign]

When is this market too cheap to ignore? $googl $meta $amzn?

[Atul @fullchipdesign]

Wow $goog 195B-205B updated!!!

[Atul @fullchipdesign]

This is what caused the algos to jump in - *AMD TO INVEST $5 BILLION IN ANTHROPIC AS PART OF CHIP DEAL, COMPANIES SAY -- WSJ

[Atul @fullchipdesign]

AMD is so wobbly in pre-market—what is going on? $10 to $20 spreads and price moving within fractions of a second. $amd

[Atul @fullchipdesign]

Looking at pre-market, $NFLX is green. Here's what I think is the reason: 300M+ subscribers, PE ~29, and the company expanding its products into gaming and live TV. One app for everything. Google has YouTube TV, so why not Netflix?

[Atul @fullchipdesign]

Complete reversal from yesterday, nothing more can be said here other than bull-trap

$smh $mrvl $sndk $intc $nbis $mu $dram $skhy $qqq $spy

[Atul @fullchipdesign]

Micron bulls are fighting $940 base, let’s see how long it can stand $MU

[Atul @fullchipdesign]

@DudeWhoInvests And $googl will go to moon

[Atul @fullchipdesign]

When we buy or not buy $tsla or $spcx we give a 10x premium for Elon Musk

[Atul @fullchipdesign]

Premarket/overnight trading is like trading without oxygen - extremely low volume straight lines.

[Atul @fullchipdesign]

Folks stay extra careful with memory today - try to take some risk off before $GOOG earnings. $mu $sndk $SKHY $dram KOSPI

[Atul @fullchipdesign]

Markets are holding up into last hour - is a dump still expected today? $mu $amd $smh $SNDK

[Atul @fullchipdesign]

Now imagine people who just entered short positions towards market close yesterday. $mu $dram $skhy $sndk

[Atul @fullchipdesign]

Memory is on fire this morning $mu $sndk $dram $skhy - get your purchase orders ready

[Atul @fullchipdesign]

@GrindeOptions Yeah it seems ages since we have seen 100% level.

[Atul @fullchipdesign]

Memory is on fire this morning $mu $sndk $dram $skhy - get your purchase orders ready

[Atul @fullchipdesign]

Today was a day when the market gave up on all good sentiment, and that's when you know buyers are waiting on the sidelines and just testing the waters every day. In this setup, I like to start nibbling stocks. I started with $AMD, $MU, and $SMH in very small positions. I'll continue to add a bit every day. Market sentiment is changing slowly and will take a bit longer to turn around.

[Atul @fullchipdesign]

Folks who are worried about bad markets do remember that opportunities always exists in any market conditions.

[Atul @fullchipdesign]

@unusual_whales Hedge funds don’t outperform markets