Good start to June so far🙌 Had some huge gains on $MRVL this morning. Currently in 13 positions on this account with 5 of them being runners. $NOK $TSM $OKLO $PLTR $IBM $MRVL $ASTS $GLW $AOSL $AMD $CSCO $JBL $CAT
CRAZYYY month for May on small account. These current market conditions are wildddd. Crashed out a bit at the end of the month. Big winners this month were, $NOW $NOK $UNH $ARM $ASTS $LLY $TSLA $WDC
$5,000,000 in $TSLA calls just hit the tape 4 minutes before close.
That is not normal flow.
In this video I walk through:
• The exact orders that came in
• Whether I think someone might know something
• Where $TSLA sits in our system right now
If you trade TSLA or watch options flow, watch this breakdown before you forget about it.
Love that @moomoo has a daily and monthly PNL chart similar to $BULL. Very useful for reflecting on trades and improving. You can also simulate your returns similar to $HOOD. #Moomoo is all in one. Starting the account here with 6 6/18 $UNH $420 at $1.75 each, could 2x fast.
$NOK - Basing for next move
IF:
$INTC -> manufacturing
$AVGO -> AI networking + custom silicon
Then:
$NOK -> is the connective layer to them all
The chart is breaking out of a 15+ year base.
Money is rotating into the secondaries now.
Hold 10 target 15, 20 and 25
Love that @moomoo has a daily and monthly PNL chart similar to $BULL. Very useful for reflecting on trades and improving. You can also simulate your returns similar to $HOOD. #Moomoo is all in one. Starting the account here with 6 6/18 $UNH $420 at $1.75 each, could 2x fast.
Lisa Su raised the server CPU TAM forecast from roughly $60B to over $120B by 2030, now
CPU-to-GPU ratio: 1:8 → 1:1
New AI Memory Demand? 16x
Agentic AI = Re-Fucking-Rate
$AMD $INTC $ARM $MU $DRAM $SNDK $TSM