I like $TE long term but they've explicitly stated their intent to pursue additional financing for G2. The acquisition of KORE Power adds to that requirement.
With what Alphabet just did, makes me cautious to just jump right in.
Small caps, $TE is still leading on blocks and showing accumulation. $RDW was crushing it up until the offering today which is just par for the course.
5 day window, 10 day decay for mega caps. A lot of bearish flow and no surprises here with $MU, $NVDA, $TSLA leading the way. More bearish options flow than usual.
Third, the drone stocks are just waiting for the contracts the start flowing. Take a look at $AVAV and others, they're ready to pop at some point in the next few months.
The flow over the past three days is very bearish so it's hard to say. 5-day window, for the big boys it's $MSFT, $AVGO, $APPL but with the recent activity it's more bearish for all of them.
For some stocks that I've noticed have been a bit more resilient to the recent declines...$SNOW, $AMKR, $ASML
I like $TE long term but they've explicitly stated their intent to pursue additional financing for G2. The acquisition of KORE Power adds to that requirement.
With what Alphabet just did, makes me cautious to just jump right in.
Good day today. I was in puts overnight and added to my position in the am on the pop between 9:30 and 10 am. $DRAM and $QQQ.
Closed those before the bounce, could've held on longer beyond yesterdays resistance but played it safe.
Both bounced and came back to that resistance.
Let's do it Starlink $SPCX. Performance kit as my primary and a Mini as my backup for life on the move.
Never in my life would I have imagined off-grid redundancy but here we are.