scott

[scott @snerth4]

@PurpleDrink_LLC

[scott @snerth4]

$GEN

One of the crazier bases I’ve ever seen. 20+ years of being in this range.

Gen Digital owns some of the most recognized consumer cybersecurity brands in the world, including Norton, Avast, LifeLock, AVG, and Avira, protecting hundreds of millions of users globally.

They’re generating billions in recurring revenue, massive free cash flow, and positioning itself for the AI-powered security era.

If software/cybersecurity rotation continues, keep this one on watch.

[scott @snerth4]

$CLF

Up 30% from my original post and now I see the name all over the place. Feels good to be early and see a thesis play out.

[scott @snerth4]

$CLF

Insane setup on the monthly chart. Trying to break a 4 year downtrend👀

Last week, the White House released a memo explicitly naming electrical core steel as an industrial resource critical to national defense. $CLF is the primary domestic producer.

[scott @snerth4]

Trump: “GO BUY A DELL”

Me: “ok”

[scott @snerth4]

$BRUN

VERY interesting flow today.

Stock up 15% while rolling up contracts & Bull Debit Spreads hitting the tape:

- roll from June 30C → 35C at 10:11am
- aggressive buying June 35C while selling June 40C at 12:30pm

Does someone know something?

[scott @snerth4]

Frustrating day, but have to be able to accept big down days in order to have big up days.

Been an insane month & a half so I can’t complain too much. Stopped out of a few newer positions, but have plenty of cushion in most, and charts look completely fine.

Considering cutting $AMSC as it closed below daily 10 & 20ema, however weekly looks fine. Have plenty of room on it, so may just play it by ear. Debating whether I want to just take the 35% profit or wait it out.

Bottom ticked $BRUN today at $22.18 to add to my position. This one moves like crazy but I think the path forward is ultimately up and to the right.

Market felt heavy today, but what can you expect after the past month + we’ve had? Going to keep an open mind, not too worried about it yet.

[scott @snerth4]

@ZaStocks One of my favorite setups currently! Looks insane

[scott @snerth4]

Two names I like going into next week.

$SATS hard not to think this runs into Spacex IPO mid-June. Highest weekly close & looking to break out of cup & handle.

$NVTS This name has run hard already with semis, but chart looks like it can go much higher.

[scott @snerth4]

Update:

This puppy looks like it has legs, let’s check back in a month.

[scott @snerth4]

$AUR

Autonomous Freight Infrastructure.

If autonomy/robotics theme picks up, this can really go.

Not to mention they have a partnership with $NVDA

Monthly chart looks PRIMED.

[scott @snerth4]

$AUR

Autonomous Freight Infrastructure.

If autonomy/robotics theme picks up, this can really go.

Not to mention they have a partnership with $NVDA

Monthly chart looks PRIMED.

[scott @snerth4]

@therealtblake Yep. Could always trim some for sanity sake as well. Hard to not feel greedy holding 200% gain in 3 months

[scott @snerth4]

@TradableAstro I’m in. Looks like cup and handle on the daily

[scott @snerth4]

@TradableAstro Love how $NXT is shaping up

[scott @snerth4]

@PurpleDrink_LLC ruh roh

[scott @snerth4]

$NXT

One of my favorite charts right now. Been basing right near ATHs for 3 months.

Earnings next week could send it.

Energy demand will only continue to rise as AI gets bigger, and I think solar will play a big role.

[scott @snerth4]

$CLF announced a partnership this week with $PLTR to integrate AI across their operations.

No, this deal isn’t revenue adding, but it tells me $CLF is willing to make the necessary changes to streamline and increase efficiency.

bullish.

[scott @snerth4]

$CLF

Insane setup on the monthly chart. Trying to break a 4 year downtrend👀

Last week, the White House released a memo explicitly naming electrical core steel as an industrial resource critical to national defense. $CLF is the primary domestic producer.

[scott @snerth4]

Current port:

$BW: 9.98
$USAR: 22.11
$GLXY: 27.54
$AMSC: 41.44
$FP: 29.55
$MWH: 38
$CLF: 10.63
$INTC $80 LEAPS

Extremely bullish on energy/infrastructure. $FP & $MWH excite me most currently.

$NBIS shook me this week, took a bigger loss than needed and ripped today. Learning.

[scott @snerth4]

$CLF

Insane setup on the monthly chart. Trying to break a 4 year downtrend👀

Last week, the White House released a memo explicitly naming electrical core steel as an industrial resource critical to national defense. $CLF is the primary domestic producer.