There's a certain disdain i have building against, context free bull posting. Lack of an intellectual curiosity, falling stock price, highlight fwd P/E, consensus targets say it's "cheap" and pretend that is a thesis. The same names i saw in march, are the same names being repeated today with the same "thesis" and a lower share price. Consensus PT is not a catalyst. Forward P/E is not a floor. If it has bled all year, the market is not confused.

Wasn't a painful week at all. But definitely a bit choppy and violent. $SNDK was great refused to go down durring the downtrend and surge during the recovery. That is the kind of motion you want Returns this week/since narrative piece. Core $SNDK 26.98% ( been yapping all week higher about this ) $MU 13.61% $CRDO 21.23% $ALAB 15.80% $WDC 10.01% $STX 9.86% $SIMO 8.42% $VRT 0.79% (cut exposure here heading into CRDO) $BE-1.29% $DDOG-1.80% (adding more here, need to balance) CapEx Soveregins $GOOGL-2.40% $AMZN-3.04% $META-4.39% $MSFT-6.22% Old leadership/Laggers $INTU-6.75% $NOW-9.16% $CRM-10.65% $ADBE-18.86%

Felt like the SPCX IPO hype was a bit too much.

Having myself a day

All of that for this?

At this point it's more bullish if they never sign the deal but keep hinting at it lol

Fading TSLA a layup here or am i a smooth brain

$SNDK 2k today? Higher

SpaceX stock creates a prisoner's dilemma for TSLA holders no? Feels like Elon more interested in rockets and honestly TSLA has become a rather dull story

The Big Value Trap

$SNDK new ATH

$SNDK going to make new ATHs tomorrow is my guess. Strength to Strength. Held it's own durring the pull back too.

Just zero bid on the $MAGS

PA reaching for the skys today. I remain long $SNDK

$SNDK leading the pack all day.

If you are robotaxi believer, pivot to data centers in space.

Nonetheless, long $SNDK