all these names up 10-20% today

ofc they were gonna end the war before warsh first fed meeting next week. That should act as a major bullish catalyst.

30m or so before $SPCX launches and your friendly reminder to not buy it. Will open around $175, maybe 2$ of tradable range all day today. If you didn’t get it in private markets or a pre allocation, you’re out of luck. let it do its thing and correct 40% then become a holder of the great company.

weird feeling $SPCX ipo will NOT be good for the market.

ngl today was maybe the best intraday trading day in the last 3 years. We went up aggressively, down ULTRA aggressively, and then back up towards end of day. Best believe I took advantage of those moves. $SPX and $QQQ

$SPY $QQQ loveeeee long wicks...

BUY FEAR. $AAOI $CRWV $AXTI EVEN $AMD is a buy!!

this gave me a little chuckle.

Use days like today to your advantage. Not a single thing fundamentally has changed yet the best stocks of the future are offering 10% pullbacks!

started a position in $TE today Back to the energy ai story. I have uranium, only smart to also have solar ☀️ Also was added to situational awareness fund so that helps.

$AAOI i’m beginning to aggressively try and get into. I just sold the $165 and $180 puts expiring next Friday. If $AAOI is below $165 by June 12 my broker will automatically assign me 200 shares of the stock at a price minus my premium received (~$2000) between 165 and 180. This is a win because I want to own the stock, but at a lower price than its trading today. collateral needed is both strike prices x100 shares. so for this $34,500. Put selling is very powerful if you’re bullish a stock and want to buy in lower

$UEC is one of the more interesting asymmetric US bets in the AI trade that almost nobody is talking about at only $6B MC Everyone is focused on semis, GPUs, and hyperscalers. AI requires enormous amounts of electricity. if you’re bullish on AI, understand uranium.

Portfolio breakdown in order of weight: $AMD Cash $CCJ $NBIS $FLNC $UEC $QS also have some smaller options plays i’m playing momentum on, $APLD, $BE, $INTC. this year is all about immersing myself into ai and how the bottlenecks work, couldn’t be more excited for how this trade will develop

I have to say. If you were actively investing right after covid relief rally and mostly through 2021 you’d recognize this market feels weirdly similar. Lots of fresh ipos, high greed and any famous person calling out stocks caused them to pump huge. Everything was easy money and easy gains. Then came 2022…

people buying crypto when ai supercycle is currently happening

this is the same as him saying “buy $INTC, $NOW, or $DELL” short oil

I can’t see a scenario where the broad market pulls back before OpenAI and Anthropic go public. If it isn’t obvious already, any short term pullback from the Iran conflict is a buy. $AMD to $750-$1000 $NVDA to $300 $MSFT to $600 $MU to $2,000 $INTC to $150

if he buys, i buy. it’s simple

$CRWV good trade so far, room to $140 is clear