Ex-produce industry vet turned high-conviction trader. Minimal positions, no charts or technicals, only sentiment. Started with $100k on Sept 1, follow along.
π¨ Signal or Noise π : $MRVL Investor Day tomorrow
π¨ SIGNAL
Street expects the 2029 AI guide raised $2B+ and a $625B TAM call. A sector-wide AI revenue reprice lifts $AVGO too.
π¨ Signal or Noise π : $RKLB CFO sells $9.9M in shares
π NOISE
Pre-arranged plan from June and still holds over a million more. Citi just opened coverage with a Buy rating.
Iβm starting to believe that one of the best trades right now is to just cycle through the mag 7. Each one has their moment and itβs almost too easy to predict.
First it was $MSFT then it was $GOOG then $META.
$AMZN is next.