I am going to post my portfolio every week. I want to be transparent and document my thought process behind every buy. Every week I will update what I did and share publicly for learning purposes.
I hope to improve from reflection and introspection.
As always: NFA and DYOR
F me... at the peak was around 35k, now i am in the depths, 33% from ath
However, i still believe oil situation is not improving. But the tape does not agree with me...
Wtv. Money is fake anyways
I am going to post my portfolio every week. I want to be transparent and document my thought process behind every buy. Every week I will update what I did and share publicly for learning purposes.
I hope to improve from reflection and introspection.
As always: NFA and DYOR
my thinking process is, yes i understand the risk and the risk for me is losing what i have built for past 3 years. but if i am right, it will help me for my next goal. i believe in my conviction and you should dyor and never follow me. as u can see i am a dumbass. lets see
$AEHR new qualification orders from a leading optical transicever company.
It’s in the early $AAOI stage where it’s getting tested by major hyperscaler supply chains for optical transceivers/silicon photonics.
Before the mass volume inflection point that may be at any time.
$AEHR up 12.73% premarket.
i really dont like how $SPY and $QQQ looks now... look at $GOOG $META $NVDA $MSFT $AMZN. why are they so weak? valuation is quite palatable now. memory names getting some fud and $MU price action not the best, tho fundamentals seems good still only photonics and agentic strong rn