“Mostly stocks. Long-term investor (20+ yrs). Sharing frameworks, real positions & lessons. Not financial advice.”
Washington，USA
Joined March 2022
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A personal reflection on my investing journey, market lessons, and long-term framework for ETFs, technology stocks, and growth investing.
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Late-session gainers screen:
$AIOK +183.76%
$ELME +125.00%*
$LYCA +73.89%**
*ELME uses an adjusted reference after a liquidation payout.
**LYCA is measured from its $18 IPO price.
Different setups, different return bases.
Oct. 23, 3:59 PM ET snapshot.Late-session gainers screen:
$AIOK +183.76%
$ELME +125.00%*
$LYCA +73.89%**
*ELME uses an adjusted reference after a liquidation payout.
**LYCA is measured from its $18 IPO price.
Different setups, different return bases.
Oct. 23, 3:59 PM ET snapshot.
$MU: Micron says HBM4 is in high-volume production. That's the long-term hook.
Oct. 21 AH: $898.43 (-1.67%), 7:59 PM ET. Reclaim and hold $905, then $928-$932 is the next test. Below $889, the rebound setup is off. Still watching for buyers, not calling a bottom.
I’m still giving this rally room: small caps are up roughly 0.5% alongside the S&P ETF’s 0.6%, so participation hasn’t disappeared with tech back in front.
A small-cap close below yesterday’s level while the S&P stays green would make me more selective.
Add small caps here, or stick with the S&P?
Premarket watch:
$SMCI
's stronger preliminary sales stand out. After-open triggers: SMCI $38.10,
$SPCX
$162,
$TSLA
$383.40,
$NFLX
$65.10. Wait for a hold and retest. Failed retests mean no entry; TSLA reports after the close. Oct 21.Premarket watch:
$SMCI
's stronger preliminary sales stand out. After-open triggers: SMCI $38.10,
$SPCX
$162,
$TSLA
$383.40,
$NFLX
$65.10. Wait for a hold and retest. Failed retests mean no entry; TSLA reports after the close. Oct 21.
$MU's Indium funding is a long-term positive. At $899.15, I want $900.57 back first, then a hold above $919 to open up $926.81/$931.65. Below $875, the bounce thesis fails. Taiwan strike plans add headline risk. Oct 20, 3:55 p.m. ET snapshot.
$MU investing in its supply chain through Indium is a positive. Now I want price to back it up. Reclaim and hold $927, and $931.65 then $949.42 are the next tests. I like the rebound potential, but a break below $875 kills this setup.
AI bounced. Conviction didn't. Oct 19, 4pm ET close: Nasdaq +1.11%, Dow -0.07% as chips snapped their losing streak. Most stocks outside AI and tech fell. If breadth stays weak, the rebound needs proof. Green screens aren't broad conviction.
Tech's bounce wasn't an all-clear. Oct 19 intraday (1:35pm ET report): Nasdaq +1.2%, Dow -0.1% as earnings week began. Most sectors were red. If participation stays narrow, this rebound stays fragile. Green indexes can hide a lot.
Monday $SPX watch: softer oil and firmer futures give bulls a shot at a rebound ahead of earnings.
After the open, reclaim 7,700 and 7,740-7,750 is the next test. Below 7,632, the bounce setup is off. A promising start, but the cash session needs to confirm.
Earnings Week Ahead: TSLA, META, NFLX, CMCSA, GE, GM, T, VZ, and more $NFLX #stockmarket #finance #investing
Michael Sullivan retweeted
"Per UBS Evidence Lab, crude and product outflows exiting the Gulf of Oman collapsed to 9.1mb/d over the last few days, versus an average of 13.5mb/d last week and a steep drop from early October peaks of 17mb/d."
"Combined crude and product liftings via the Strait of Hormuz and alternate bypass routes were pegged at 9.5mb/d last week, down sharply from recent highs of 16mb/d and the September baseline of 14mb/d."
"While flows are almost certainly subject to upward revisions, they highlight an undeniable downtrend since the start of October."
Ok.... "The Great" president Trump needs to hop on Truth Social ASAP, trash UBS, and drop a "BIG, BEAUTIFUL BOMB" straight onto Zurich!
THANK YOU FOR YOUR ATTENTION TO THIS MATTER!!!!
#oott #Iran
