Posts
Some under the radar space names
As someone who is really interest in space and the small satellite market, I wanted to share some more under the radar space names. Most people look at some of the obvious ones, but when you dig deeper you can find a bunch of names that can get you exposure, …
How are you guys handling this kind of “wait and see” market right now?
Been watching the market pretty closely lately and it kind of feels like we’re stuck in that “wait and see” phase again. You get some clean technical levels getting tested, like 50 day and 200 day areas, but at the same time there’s always some macro event or headline risk …
Why I chose BRK recently
Recently there's been a lot of stress on here about a potential dip / recession. Not to mention some questions regarding the integrity of the SP500 / NASDAQ 100 for the expedited inclusion of SpaceX when it IPOs. As someone who isn't the most deft active trader, I opted to …
The Strait of Hormuz Premium: Why the Tape is Trading on Vibes, Not Volumes (CPI 3.3% Breakdown)
Alright folks, let’s talk about the elephant in the Strait. This morning’s CPI print came in hot at **3.3% annualized**, and I’ve already seen five threads calling for Powell’s head and two more asking if we’re back to the Volcker era. Calm down. Let’s do the forensic accounting. That jump …
Will Micron Technology (MU) Continue to Rise Next Week?
Recently, Micron Technology (MU) has been performing well. The stock price has not only broken through several key levels but also seen a noticeable increase in volume. It looks like more people are starting to pay attention to it. From a fundamental perspective, the rising demand for memory and DRAM, …
This IGV selloff is getting ridiculously extended to the downside
As I write this we are in a sizable crash of about 37% down from the high last September on the IGV tech-software index fund. I believe the bear narrative of AI disruption does have some weight to it and should be a real fear for these companies but with …
SanDisk (SNDK), has hit new highs for three consecutive days, how do you see it next week?
SanDisk (SNDK) has been hitting new highs for three consecutive days, with the stock price climbing steadily and attracting increasing market attention. In the short term, the price momentum is strong, especially with the expected demand for NAND flash and memory chips, as well as the boost from AI and …
Your next move after CPI Day - gains mostly in Big Tech and Industrial/Utility
CPI Up less than consensus by 10bp (source Bloomberg) \*US MARCH CONSUMER PRICES RISE 0.9% M/M; EST. +0.9% \*US MARCH CONSUMER PRICES RISE 3.3% Y/Y; EST. +3.4% \*US MARCH CORE CPI RISES 2.6% Y/Y; EST. +2.7% \*US MARCH CORE CPI RISES 0.2% M/M; EST. +0.3% As of 10am, notable gains …
I want to share a few things I’ve learned from trading
My stock picking is a bit different. I pay attention to info that hasn’t fully played out yet, then I combine that with price action, volume, MACD, and Bollinger Bands. Before I enter, I already know my plan. When I’m trading short term, I don’t get greedy. Once I’m in …
Inflation soars by most since 2022 as gas prices bite
Inflation in March saw the largest monthly gain since 2022 as the US-Israel war sent gas prices skyrocketing past $4 a gallon. Headline inflation clocked in 3.3% higher than a year ago, while rising 0.9% on a monthly basis in a rapid acceleration from February’s levels, according to Labor Department …