$Qnity Electronics Inc(Q)$ $Qnity Electronics Inc(Q)$ SNDK, STX, WC, MU, all going too high for entry. Even front end business consumer companies like AAPL, INTL, NVDA, AMD, TSM, whatever, all hitting this bottleneck for more memory demand. To develop powerful LLM AI models, all the chips in the world cannot compensate for lack of storage space. Even simple products like higher end laptops have a production ceiling and are going out of stock now. Time to target the manufacturers behind the storage suppliers 🤗 before they get too expensive for entry. Memory shortage is real and isn't going away anytime soon.
$Palantir Technologies Inc.(PLTR)$ $Palantir Technologies Inc.(PLTR)$ Stagger buying PLTR now. Seems primed for reversal 🤗 based on prior pattern cycles, and long upper candle tail today far bypassing yesterday's high yet wholly still between the body of the days before, reads to me that market has tested that growth. Should be able to scalp up to that safely.
$Agnico Eagle Mines(AEM)$ Entering more of this industry to my portfolio, but I'll spread across multiple companies to monitor risk. Though it's gold its still susceptible to volatile movements and rapid doenswings.
$Tesla Motors(TSLA)$ Ngl the dip pissed me off cus I'm already holding stock... but emotions aside, the only logical thing is to buy in so I topped off with a few more shares @$417. Glad i did because post market TSLA instantly jumped to $430 (???)
$Lam Research(LRCX)$ Just rotating some funds. Since I reduced my INTC positions by half, I rerouted the funds to LRCX instead. It's current MACD crossover indicates to me a healthy potential upward momentum.
$Intel(INTC)$ Just some profit taking! sold half my positions @124.15 and will stagger the rest probably around ~152$. Initially was thinking 132$ but seeing the current trajectory and the fact that INTC has a prior high of $141+ 🤔 $132 might be a bit conservative.
$AVGO 20260914 395.0 CALL$ It's got lots of space to climb rn~ Buying to flip later, probably around 5.00, but I'll set at 4.80 to play safe. If I'm wrong, it's fine, max risk of $50 risk max in exchange for no profit ceiling.