G

Risk is the spice of life

[G @GPapiMula]

And that’s why it had to crush 545 🤣. Trigger discipline

[G @GPapiMula]

$AMD through 545 can go 630

[G @GPapiMula]

largest chance ive seen for bears to press in a long time $SPY

[G @GPapiMula]

$F Grinched

[G @GPapiMula]

down to a quarter at 29.7. Beautiful

[G @GPapiMula]

not really a small cap guy but $AEVA is LT hold for me. They're accumulating contracts with big car companies (should be massive with self driving cars), work with nvda, expanding into defence applications, 2029 projected revenue is 25x 2025 revenue.

[G @GPapiMula]

out about half here, up ~100% $AEVA

[G @GPapiMula]

money rotating to software that benefits from AI

[G @GPapiMula]

$MU biggest play of my life, Scaled in huge after these earnings. Down to 10% of position now. was huge size for a long time for a swing. In parallel, ripped calls in uptrend and will continue to do so on break outs.

[G @GPapiMula]

if $MU cant get it up after earnings like that market is in deep shit. should be going massive. Earnings huge, guide massive. If you can’t get it up after news like that what can move up a stock

[G @GPapiMula]

Market loved pricing in full growth on chips. If you see healthcare rotation , can $lly do the same?

[G @GPapiMula]

$WULF finally out the last of position this morning at 25. Position started at $7.4. What a run

[G @GPapiMula]

$WULF worth at minimum double off that news. i dont think ive ever read something so good

[G @GPapiMula]

$WULF same sales multiple at 5.5 gives it $18/share post deal

[G @GPapiMula]

exited last bit of $CRDO today, $AVGO last week. Will be back on these, great growth potential but you're pricing alot of it in very quickly. want a breather

[G @GPapiMula]

when i say that i mean we condense here before a move higher

[G @GPapiMula]

most likely the beginning stocks starting to set up after market rip. would mean options paradise in a couple weeks. fingers crossed

[G @GPapiMula]

$CAR trade. speaks for itself

[G @GPapiMula]

$CRDO

[G @GPapiMula]

$CRDO $ALAB $AVGO $CRWV is my basket of most watched right now

[G @GPapiMula]

when its the BULL tape, its time to sit down and listen to GPapi

[G @GPapiMula]

$SNDK can still go higher though, may finishing selling full and take lotto calls into TSM earnings if opp arises

[G @GPapiMula]

once you go from timing exact moments to scale in scale out in trading very hard to go back. 1/10th of the stress and you have time and more data on every decision , which obviously equates to way more success.

[G @GPapiMula]

$MRVL sold full 137. Great company would love another set up but this area was target based on 2027 financials and wave analysis . 50% in a month cannot complain.

[G @GPapiMula]

$MRVL has got its PE down to 30 from always being massively bloated or negative and gets tailwinds from all the optical hype. can see 116-125 fast, in next 1-3 months

[G @GPapiMula]

out 40% here