ShiftSeer

Market regime shifts, big trends & emerging tech. Investor & Trader since 2002 (Same guy you've known as @Elricadon here since 2008)

[ShiftSeer @ShiftSeer]

Sold 1/3 $FLY $59.20 +35.5 +150%🚀🚀🚀🎯🎯🎯

[ShiftSeer @ShiftSeer]

half position $FLY long $23.70

[ShiftSeer @ShiftSeer]

#Belfast #Ireland : Sudanese asylum seeker tried to saw a local man's head off with a kitchen knife. Victim lost an eye.
The Free #Palestine zombified bitches still think their chants make them immune to political #Islam ( #Dawah / #Jihad ). They don't. It uses campus leftists, feminists and virtue-signaling whites as temporary foot soldiers against the West and Israel — then the same knife comes for the useful idiots once the demographics and power shift.
The backlash isn't the disease. The policy that imported this and called every warning "far-right" is.

[ShiftSeer @ShiftSeer]

$VELO +15% and +52% from yesterday lows ! new strategic partnership, new leveraged ETF $VELL 🤣, and continued follow-through from recent earnings/results coverage are the main drivers around. Aurelia partnership announcement: partnership’s goals are to advance additive manufacturing for next-generation gas turbine systems through a phased program. The announced work focuses on component feasibility evaluation, material development, and moving toward lower-rate initial production using Velo3D’s manufacturing platform

[ShiftSeer @ShiftSeer]

I am long some $VELO $12.70, i mentioned Velo3d before, one of the space names i hold/trade. extremely specialized in what they do, #SpaceX was a first-adopter and remains one of Velo3D's most critical partners. SpaceX uses over 25 #Velo3D printers to manufacture mission-critical parts for the Raptor engine, including injectors and turbopump components. they recently partnered with #Anduril to scale 3D printing for autonomous defense systems

[ShiftSeer @ShiftSeer]

@alphatrends True, institutions can be just as dumb 🤣 / being serious, there are great "smart money"- "retail" traders.

[ShiftSeer @ShiftSeer]

👀🚀$OCC

[ShiftSeer @ShiftSeer]

$OCC +67% today, unbelievable was highly indicated in a deep dive research i made back at the $11.5 -12 level. Unfortunately, I just sleep on it 😲

[ShiftSeer @ShiftSeer]

@FaStttttttttt First need to manage risk, and I look at $SMH for that. I will follow the market price, but i think that for now, it is reasonable to expect a 25-50% ~$7.40-9.00 move for $SOXS.

[ShiftSeer @ShiftSeer]

I am open to the idea of another 6-7% for $QQQ and 3-5% $SPY for this correction momentum. I have been taking profits mostly pass couple of weeks and edge with some $SQQQ $40.33 and $SOXS $5.3 entered today pre market. Corrections are natural and part of the process and need to be actively managed.

[ShiftSeer @ShiftSeer]

Closed 1/2 my $SEDG remaining position $66.80 / mentioned long $47.2 +$19.6 +41.15%. Small position left over. 🚀🚀🎯🎯

[ShiftSeer @ShiftSeer]

$ENPH Weekly with Fibs (~$100 for the 23.6%), Volume by price close over ~$53 to break out of supply level (free space to $95-105). Mentioned earlier along with $SEDG . I traded both long for a day trade, ended up with half position swing on both and ~6% locked gain in each of them. 🚀🎯

[ShiftSeer @ShiftSeer]

Long some $CLF here $12.92 / while GOES still a tiny part of their revenue, i like the potential growth and strength position as sole provider.

[ShiftSeer @ShiftSeer]

$CLF On my BUY list since Apr. 24 $9.5 ! (technical, structural ownership and big story on the AI forefront (sole domestic producer of Grain-Oriented Electrical Steel (GOES)—the highly specialized metal required to manufacture these heavy-capacity power transformers + $PLTR integration in $CLF operation add to operational efficiency. 15% short of float. My research protocol told me to get in and i just didn't for no good reason, other than just being occupied with so many trades.

[ShiftSeer @ShiftSeer]

$OCC +67% today, unbelievable was highly indicated in a deep dive research i made back at the $11.5 -12 level. Unfortunately, I just sleep on it 😲

[ShiftSeer @ShiftSeer]

Sold another 1/4 $MEI $11.38 +$3.55 +45.3% ($7.83 long). 🚀🚀🎯🎯

[ShiftSeer @ShiftSeer]

$MEI (Long $7.83) crossed over the May 13 VWAP volume event bar... 🚀. I shared short summary from a research on this name before.

[ShiftSeer @ShiftSeer]

That 31% short of float for $ONDS seem crazy to me, considering recent news in the form of a stream of defense and autonomous technology contract wins. this week $4.8 million U.S. Navy SOUTHCOM deal. last week, secured over $30 million in new orders in May alone, pushing total Q2-to-date orders north of $110 million. Mistral merger closed and the massive border demining program pipeline, upgraded 2026 revenue forecast of $390 million.

[ShiftSeer @ShiftSeer]

Long $ONDS $11.98

[ShiftSeer @ShiftSeer]

Long $ONDS $11.98

[ShiftSeer @ShiftSeer]

$BAC +3.1%

[ShiftSeer @ShiftSeer]

Ondas $ONDS setting up nicely

[ShiftSeer @ShiftSeer]

$UMAC $RCAT $ONDS $AVAV All up big today, all had good news flow and institutional loading shares since Tuesday

[ShiftSeer @ShiftSeer]

Sold ~1/6 $RDW $21.43 +$10.78 +101.2%. Lowered my holding to 1/2 position. Mentioned long her ~🚀🚀🚀🎯🎯🎯$10.65

[ShiftSeer @ShiftSeer]

Sold 1/3 $RDW $23.80 +13.2 +124%🚀🚀🚀🚀🎯🎯🎯🎯☄️🪐👽🛸

[ShiftSeer @ShiftSeer]

$CBRS -39% later, as i said "if you are losing money trading $CBRS don't blame the market". Buying mainstream media hyped IPO is bad for your capital preservation.

[ShiftSeer @ShiftSeer]

If you are losing money trading $CBRS today don't blame the market.

[ShiftSeer @ShiftSeer]

Allegro MicroSystems $ALGM Hit ATH today $53.28 🚀🚀🚀🎯🎯🎯🥳🥳🥳. / Long here from Jan. 15 $32.3 / ~$31.50 mentioned research at that time "-->positioned as a high-growth semiconductor play, transitioning from a cyclical downturn into a multi-year expansion period, with significant exposure to the expanding Auto/robotics industry. --->A global leader in magnetic sensing /power semiconductor solutions, strength in automotive / industrial markets and new exposure to data centers and robotics. Its edge lies in proprietary Tunneling Magnetoresistance (TMR) technology. --->They enables high-precision motion control & energy-efficient power ICs for high-precision automotive and industrial automation applications, including advanced robotics. ---> The company is currently executing a pivot toward high-density AI data centers, 800V electric vehicle (EV) architectures, and the broader physical AI and robotics market --->Following a revenue decline in fiscal 2025,
$ALGM
is entering a robust recovery phase. Analysts project a 20.87% revenue growth for the next year , Earnings are expected to surge with an estimated 123% EPS growth."

[ShiftSeer @ShiftSeer]

Morning, new name here $ALGM long 32.30 will send some info about it later

[ShiftSeer @ShiftSeer]

Methode Electronics $MEI +5.2% $13.11 , I mentioned yesterday as it reclaimed VWAP from volume bar event (may 13) $12.20. Long mentioned here $7.83, with my brief notes from my deep dive research on this 100% ! unknown company that provides critical components (laminated busbar) to data centers (with 53 contracts running and 33 pending). 🚀🚀🚀🎯

[ShiftSeer @ShiftSeer]

Sold 1/4 $MEI $14.50 +$6.67 +85.2% !🚀🚀🚀🎯🎯🎯 Mentioned long $7.83 Apr. 28. See my research, provided here great alpha under the radar name. $QQQ $SPY

[ShiftSeer @ShiftSeer]

@Senor_Meridius Great, TY👊

[ShiftSeer @ShiftSeer]

I mentioned Long $LEUX yesterday $17.1 +14.8% now $19.85 ( $LEU 2X ) . +2.75 +16.2% from mention, I sold 1/3 +16.2% 🚀🚀🚀🎯🎯🎯

[ShiftSeer @ShiftSeer]

Long some $LEUX ( $LEU X2) / $17.10 speculative entry

[ShiftSeer @ShiftSeer]

$GLW Bullish move +13.7% gap and go / low to day high good volume/ Long

[ShiftSeer @ShiftSeer]

Corning $GLW i have seen this company since 2000 re inventing itself so many times. Right now, they are in the eye of the storm. Optical Fiber / optical communication high demand