@tdbryan1987 Ohhh that’s a good thought. I never considered that. But if I was a long time bull and saw the action I think I’d definitely be trading NVDA for memory
$MXL another name on watch. The daily looks so good. $102 and above could push $110-$120s. Looking on X a lot of short sellers claiming lower. Could get some gas. Worth sizing small now and then adding the pushes higher.
For what it’s worth, this position did stop out today at $1490. $SNDK very nice trade for me covering half in the $1200s. Worked out a decent hedge for my long positions in the space.
$AAOI - this $600M ATM is super smart by them. This is funding their capacity for the Pearland, TX buildout and they are doing it when the stock is at very high levels. Only a 3-4% dilution based on market cap. Good job management.