Mag Boswell
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- $Vertiv Holdings LLC(VRT)$ Glad I added here about a week ago. AI keeps getting bought on every dip, and I didn't want to miss this one or BE. Both are up 20% since my entries.
- $SK hynix(SKHY)$ I doubled my position right before the close. Good luck to the memory bulls.
- $Moderna, Inc.(MRNA)$
Some shorts seem to enjoy getting taken to the woodshed more than once a day. You know who you are with those upside down charts. - $SpaceX(SPCX)$ Year to date, SPY is up 12.60%, which puts it ahead of all the hyperscalers. AMZN is at 12.38%, MSFT at 12.34%, SPCX at 11.09%, GOOGL at 2.10%, META is down 4.20%, and ORCL is down 32.63%.
- $VanEck Semiconductor ETF(SMH)$ $iShares Semiconductor ETF(SOXX)$ Capex is headed higher next year. The market really wants to call the cyclical top here, but that read looks off. Companies are raising capital left and right.
- $Bloom Energy Corp(BE)$
Honestly, this is a great stock. I saw it at $70 and $100 last year, but I really need it at $180 to buy in. - $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Micron Technology(MU)$ $Tesla Motors(TSLA)$ $SpaceX(SPCX)$
Black Monday just got cancelled. Futures are green. - $IREN Ltd(IREN)$ Caught the Real Madrid vs Sevilla match and noticed the IREN sponsorship. The business clearly isn't in bad shape. Getting your brand on the Bernabéu isn't something just anyone can pull off.
- $Applied Optoelectronics(AAOI)$
85Wow. I think we could open at $90 and push higher from there. Good luck to all the longs. - $Ondas Holdings Inc.(ONDS)$ $SpaceX(SPCX)$ I was down $84K on paper across these two at one point. Glad I didn't sell out, since I still believe in the long-term thesis here. Lesson number one: don't set stop losses.
