$Hubbell Incorporated-B(HUBB.US) another beat-and-raise that got sold off. Entered on VWAP reclaim vs LOD. NFA
Minerva Capital
Minerva CapitalSuggestions for you to follow
M
$Amkor Tech(AMKR.US) this is what a capitulation looks like: -25% on 10M volume so far. I sold the Aug $40 cash-secured puts and open to buying it there. High risk and NFA.
M
📊 Watchlist for tomorrow (Not Financial Advice)
$Celestica(CLS.US) $Cadence Design(CDNS.US) $Enova(ENVA.US) $SAP AG-Sponsored(SAP.US) $ServiceNow(NOW.US) $AAR(AIR.US) $FirstCash(FCFS.US) $Goosehead Insurance(GSHD.US) $General Motors(GM.US) $Precigen(PGEN.US)📌 See pinned tweet for how I use my WLM
📊 Watchlist for tomorrow (Not Financial Advice)
$GE Vernova(GEV.US) $Frontline(FRO.US) $Medpace(MEDP.US) $Affiliated Managers(AMG.US) $MSCI(MSCI.US) $Cintas(CTAS.US) $Range Resources(RRC.US) $Yeti(YETI.US) $State Street(STT.US) $Alphabet(GOOGL.US)📌 See pinned tweet for how I use my WL
M
$Cerebras(CBRS.US) with a high-volume day following a double bottom where it was cut in more than half from the ATHs. I am in vs LOD. NFA
M
Strong close today. Some of the recent adds are working well: $Frequency Electronics(FEIM.US) $QQQ $Nebius(NBIS.US) $Hut 8 Mining(HUT.US) $SPY $NetApp(NTAP.US) $Sandisk(SNDK.US)
M
📊 Watchlist for tomorrow (Not Financial Advice)
$Sandisk(SNDK.US) $Dell Tech(DELL.US) $JPMorgan Chase(JPM.US) $Palo Alto Networks(PANW.US) $Rubrik(RBRK.US) $Okta(OKTA.US) $Datadog(DDOG.US) $MongoDB(MDB.US) $CleanSpark(CLSK.US) $Cerebras(CBRS.US)📌 See pinned tweet for how I use my WLM
Entered $SK Hynix(SKHY.US) vs. LOD. Some of my other "AI" stocks that managed to survive the recent chop and are up today: $Applied Materials(AMAT.US) $Micron Tech(MU.US) $Arista Networks(ANET.US) $Solaris Energy Infrastructure(SEI.US) $NetApp(NTAP.US). Let's see how the day progresses. NFA
M
📊 Watchlist for tomorrow (Not Financial Advice)
$ASML(ASML.US) $CloudFlare(NET.US) $NVIDIA(NVDA.US) $Meta Platforms(META.US) $Dell Tech(DELL.US) $Genco Shipping & Trading(GNK.US) $CCC Intelligent Solutions(CCC.US) $Torm(TRMD.US) $Larimar Therapeutics(LRMR.US) $KRKNF📌 See pinned tweet for how I use my WLM
📊 Watchlist for tomorrow (Not Financial Advice)
$Lincoln Educational(LINC.US) $Atlanticus(ATLC.US) $Citi Trend(CTRN.US) $Daktronics(DAKT.US) $Select Water Solutions(WTTR.US) $Glaukos(GKOS.US) $Flywire(FLYW.US) $WaterBridge Infrastructure LLC - CL(WBI.US) $Goosehead Insurance(GSHD.US)📌 See pinned tweet for how I use my WLM
$SPY left an open gap y'day when it gapped up from the Thu close of $744.80. Let's see if it finds support there.
M
📊 Watchlist for tomorrow (Not Financial Advice)
$Dell Tech(DELL.US) $Jabil(JBL.US) $Pharvaris BV(PHVS.US) $GE Vernova(GEV.US) $Capricor Therap(CAPR.US) $Ultragenyx Pharma(RARE.US) $Vir Biotechnology(VIR.US) $Vertiv(VRT.US) $Nebius(NBIS.US) $Arm(ARM.US)📌 See pinned tweet for how I use my WLM
🥭 ETFs incoming
$Meta Platforms(META.US) Anthropic $NVIDIA(NVDA.US) $Alphabet(GOOGL.US) OpenAI $SpaceX(SPCX.US)
M
Great to see some green on the screen again! $AIS $IJR $ViaSat(VSAT.US) $AIRR $Credo Tech(CRDO.US) $Nova(NVMI.US) $ASML(ASML.US) $SPY $TLT
M
$Zevra Therapeutics(ZVRA.US) showing amazing strength among bios, now at 52-wk highs. Notes from last night. NFA
M
📊 Trade ideas for tomorrow (Not Financial Advice)
$Analog Devices(ADI.US) $ASML(ASML.US) $Applied Materials(AMAT.US) $Garrett Motion(GTX.US) $Johnson Controls(JCI.US)📌 See pinned tweet for how I use my WLM
$Alphabet(GOOGL.US) no position right now but a confluence of gap-fill / 50DMA and checkback to prior breakout would be something to set alerts on. Also would love to pay less than Berkshire's "sweet deal" of ~$351.81.
M
$Hewlett Packard Enterprise(HPE.US) I went long on attempt to undercut y'day's gap-up low + reclaim of VWAP. NFA
M
📊 Trade ideas for tomorrow (Not Financial Advice)
$NetApp(NTAP.US) $Dave(DAVE.US) $NVIDIA(NVDA.US)(Opus 4.8 upgrade is stingy with its ratings and found only 3 names it could rate 4/10)📌 See pinned tweet for how I use my WLM
Another strong day today: $Red Cat(RCAT.US) $IonQ(IONQ.US) $Sterling Infrastructure(STRL.US) $Amphenol(APH.US) $Semtech(SMTC.US) $Guardant Health(GH.US) $EWY $Bio-Rad Lab(BIO.US) $IGV and $Ondas(ONDS.US) +14% in the IBKR account
M
$Burlington Stores(BURL.US) earnings were good, no idea why it crashed so hard. I went long vs LOD. NFA
M
Strong follow-thru on recent strength in $Micron Tech(MU.US) $Vicor(VICR.US) $Velo3D(VELO.US) $Ouster(OUST.US) and strong breakout to 52-wk highs on $Guardant Health(GH.US)
M
Always worth hearing what Larry Williams has to say
M
$Abercrombie & Fitch(ANF.US) results were weak but might be forgivable at 8 P/E. I had taken an earnings lotto - let's see how it goes.
M
Bought the $NASA ETF. I don't have meaningful exposure to the only theme that matters besides AI / Robotics right now: Space and this has a good set of core holdings.