i told you to buy software back in may.
$HUBS $SNOW $DDOG $S $MSFT $PLTR etc..........
talk specifically about
$NOW.
it was 95. today it's 147. up 55% for anyone who took the trade.
long-term holders — we are up big time. this is why the framework works.
now here's what
hllo… good morning
market choppy.. im buying two stocks right… entry positions
$skhy 163.5
$s 21.43
fully closed nasdaq tqqq 12% on remaining.. and rest
$BE
$OUST
$HPE
too. wacky market should not be traded
$IGV over $SMH.
that's the whole macro story right now. software rotating in. semis rotating out.
$SMH
semis making multi-month lows. the trade that carried the market for two years is losing leadership.
$IGV
software breaking out relative to semis. the money isn't leaving
few things worth saying today.
first — not every stock is going to be a winner. that's the whole point of stop losses. know where you're wrong before you enter, and get out when the train derails. no exceptions.
second — this year i've been early on two themes that are still
apologies for the no-shows. been travelling between countries and enjoying summer.
updating the chain.
sold $BKSY for a loss. thesis stalled and the chart broke down. no reason to sit in something not working.
bought $HPE. AI infrastructure play, setting up. more on this in a
three weeks ago i posted about photonics. said i was accumulating axti at 55, aaoi at 116, lite at 823.
today:
$AXTI- $85, 🆙55%
$AAOI- $153, 🆙31%
$LITE- $950, 🆙15%
all three up materially. photonics thesis working.
nothing to celebrate here really. the trade was there,
people have been asking for alerts. here they come.
three names i'm starting to accumulate this week. all AI infrastructure/ Photonics name. all sitting at multi-month lows. all setting up for the next leg.
$AXTI
at 55. InP substrate maker. one of the actual bottlenecks in the
back in $OUST.
bought again a few days ago at $46.02. this is the exact name that gave us 40% earlier this year. rode it from 35 to 49...
now the chart is telling me it's time to run round two.
lidar leader in a market which was supported by buyers... finally started
trimmed some $CBRS today.
bought at 225 last week. sold some at 256. +14% locked in on the shares that came off.
earnings tonight. i don't hold full size into earnings on a name that just ran 14% in a week. that's how you turn a good trade into a coin flip.
not selling the
last two live-shared trades - both green.
$CBRS bought at 225 last week. now 256. +14% in a few sessions. (shaving 1/2)
$TQQQ bought at 60.50 on the july 29 dip. now 74.61. +23% and still holding some.
on july 29 i called the market bottom and told you to scale into
$NBIS $AMD
today im buying new position -
$CBRS
.
cerebras systems. the AI compute name most people forgot about after the IPO drop.
daily chart just fired a buy signal on my indicator. bull consolidation forming after the base breakout in late july. price consolidating between 200 and
$PLTR every indicator lining up. every pattern confirming. the setup is pointing to new all-time highs.
fundamentals are fine..... price got ahead.... now it's normal
palantir isn't just an AI story anymore. it's THE government + enterprise AI operating system. commercial
today im buying new position -
$CBRS
.
cerebras systems. the AI compute name most people forgot about after the IPO drop.
daily chart just fired a buy signal on my indicator. bull consolidation forming after the base breakout in late july. price consolidating between 200 and
WE WON BIG TOGETHER!!!!!!
trimmed some $TQQQ today.
bought at 60.50. sold some at 75. still holding the rest for the next leg.
+24.7% locked in on the shares that came off. this is exactly what "buy at the level, trim into strength" actually looks like.
the trade wasn't about
I called it......we're the BEST..
top ticked QQQON june 3 at 748.
bottom ticked it on july 29 at 660.
TQQQ position we bought together working - up 20% and climbing.
now the tape is breaking out of a bull flag off the low.
if you added stocks last week last week - this is
I called it......we're the BEST..
top ticked $QQQ
on june 3 at 748.
bottom ticked it on july 29 at 660.
$TQQQ
position we bought together working - up 20% and climbing.
now the tape is breaking out of a bull flag off the low.
if you added stocks last week last week - this is
bouncer today!!! we are DOING AMAZING
i'm doing exactly what i said i would.
been telling you for weeks -when
$QQQ
tags the dip zone, i'm scaling into tech. yesterday and today, that's what i did…
added $NBIS $INTC $AMD $MU. bought
$TQQQ
for the bounce.
these aren't new
i called 673 as the dip buy zone on june 3.
$QQQ
tagged 669.77 today.
55 days in advance. right down to the level.
the trade i've been telegraphing for two months is here.
been quiet for a few days. no reason to post noise while the tape was working through the setup. now
$qqq updating the chain....
07/29 qqq at 672..... we're on the level i drew 56 days ago. 673 was a number on a chart in june. now it's the actual candle you're staring at.
what happens next isn't about my call. it's about what you do with the setup you were given.
july 10 to
i called 673 as the dip buy zone on june 3.
$QQQ
tagged 669.77 today.
55 days in advance. right down to the level.
the trade i've been telegraphing for two months is here.
been quiet for a few days. no reason to post noise while the tape was working through the setup. now