Personal trading journal. Sharing my own market ideas and. Not financial advice. I may hold positions. Manage your own risk. DM if you wanna know more for free
๐ข Bought $AMD @ $515.66 - breaking out above its trend line
AMDโs revenue rose 50% year over year to a record $11.5B in Q2 2026, and management guided Q3 revenue to about $13B, up 41% year over year.
Sell plan - stop loss $506.36 / 10-day moving average
๐ข Bought $INTC @ $103.86 - breaking out above its trend line
Intel just posted $16.1B in Q2 revenue, up 25% YoY and its fastest growth in over 15 years, with Data Center and AI revenue up 59% to $6.3B.
Sell plan - stop loss $100.35 / 10-day moving average
๐ข Bought $IREN @ $44.06 - breaking out above its trend line
IREN has $4B in contracted ARR and $1B from Microsoftโs accepted Horizon 1 deployment, with FY26 revenue up to $707M from $501M a year earlier.
Sell plan - stop loss $41.00 / 10-day moving average
๐ข Bought $XLE @ $65.04 - breaking out above its trend line
XLEโs AUM is $42.63B and its YTD return is 45.24%, showing deep liquidity and strong energy-sector momentum.
Sell plan - stop loss $65.01 / 20-day moving average
๐ข Bought $ARM @ $249.97 - breaking out above its trend line
Arm posted record FY2026 revenue of $4.92B, up 23%, and its gross margin was 97.5%-a rare combo of growth and profitability.
๐ข Bought $IREN @ $42.34 - breaking out above its trend line
IRENโs FY26 revenue rose to $707.0M from $501.0M, and it signed $2.8B in AI cloud deals with contracted ARR at about 85% of its revised $4B+ target.
๐ข Bought $INTC @ $93.08 - breaking out above its trend line
Intelโs Q2 revenue jumped 25% to $16.1B, its fastest quarterly growth in 15+ years, and Q3 guide calls for $15.8B-$16.8B with 42% gross margin.
Sell plan - stop loss $85.62 / 10-day moving average
๐ข Bought $IREN @ $42.34 - breaking out above its trend line
IRENโs FY26 revenue rose to $707.0M from $501.0M, and it signed $2.8B in AI cloud deals with contracted ARR at about 85% of its revised $4B+ target.
๐ข Bought $ARM @ $249.97 - breaking out above its trend line
Arm posted record FY2026 revenue of $4.92B, up 23%, and its gross margin was 97.5%-a rare combo of growth and profitability.
๐ข Bought $IREN @ $42.34 - breaking out above its trend line
IRENโs FY26 revenue rose to $707.0M from $501.0M, and it signed $2.8B in AI cloud deals with contracted ARR at about 85% of its revised $4B+ target.
๐ข Bought $INTC @ $93.08 - breaking out above its trend line
Intelโs Q2 revenue jumped 25% to $16.1B, its fastest quarterly growth in 15+ years, and Q3 guide calls for $15.8B-$16.8B with 42% gross margin.
Sell plan - stop loss $85.62 / 10-day moving average
๐ข Bought $SNDK @ $1628.34 - breaking out above its trend line
SNDKโs fiscal 2026 revenue surged 175% to $20.25B, and Citi raised its target to $2,500 as datacenter revenue surged 645% and gross margins hit 78%.
Sell plan - stop loss $1,450.05 / 20-day moving average
๐ข Bought $INTC @ $93.08 - breaking out above its trend line
Intelโs Q2 revenue jumped 25% to $16.1B, its fastest quarterly growth in 15+ years, and Q3 guide calls for $15.8B-$16.8B with 42% gross margin.
Sell plan - stop loss $85.62 / 10-day moving average
๐ข Bought $SNDK @ $1628.34 - breaking out above its trend line
SNDKโs fiscal 2026 revenue surged 175% to $20.25B, and Citi raised its target to $2,500 as datacenter revenue surged 645% and gross margins hit 78%.
Sell plan - stop loss $1,450.05 / 20-day moving average
๐ข Bought $IREN @ $42.34 - breaking out above its trend line
IRENโs FY26 revenue rose to $707.0M from $501.0M, and it signed $2.8B in AI cloud deals with contracted ARR at about 85% of its revised $4B+ target.
๐ข Bought $SNDK @ $1628.34 - breaking out above its trend line
SNDKโs fiscal 2026 revenue surged 175% to $20.25B, and Citi raised its target to $2,500 as datacenter revenue surged 645% and gross margins hit 78%.
Sell plan - stop loss $1,450.05 / 20-day moving average
๐ข Bought $IREN @ $42.34 - breaking out above its trend line
IRENโs FY26 revenue rose to $707.0M from $501.0M, and it signed $2.8B in AI cloud deals with contracted ARR at about 85% of its revised $4B+ target.