Minerva Capital

Minerva Capital

Started getting back into $First Trust RBA Amer Ind Renaissance(AIRR.US) at the 50DMA. NFA

Starting to DCA into $VistaShares Artfcl Intlgc Supercycle ETF(AIS.US) per my pre-arranged plan as a long-term hold. This is the highest performing actively managed AI thematic ETF and easier to hold than the insane volatility of some of the stocks. NFA.

Add'l tickers from morning scans

$Amer Sports(AS.US) $Block(XYZ.US) $GlobalFoundries(GFS.US) $Intuitive Machines(LUNR.US) $Installed Building Products(IBP.US) $Stubhub - CL(STUB.US) $Snowflake(SNOW.US)

📊 Trade ideas for tomorrow (Not Financial Advice)

$Guidewire Software(GWRE.US) $Cormedix(CRMD.US) $Lattice Semicon(LSCC.US) $Lumentum(LITE.US) $Micron Tech(MU.US) $Bio-Rad Lab(BIO.US) $Blackline(BL.US) $Vista Energy(VIST.US)

📌 See pinned tweet for how I use my WL

Is MarketSurge down for anyone else or just me? Not loading for the last few hours now!

@marketsurge @IBDinvestors @mwebster1971

Top gainers today: $Nextpower(NXT.US) $Nebius(NBIS.US) $AppLovin(APP.US) $Arista Networks(ANET.US) $Arteris(AIP.US) $Valens Semiconductor(VLN.US)

Bought the dip / VWAP reclaim on $Ur Energy(URG.US) - this is a penny stock / uranium sector / small-cap so higher risk!

Picked up $Ambarella(AMBA.US) r/g vs LOD. Claude went into ramble mode on this one. NFA

$Lumen Tech(LUMN.US) calls doing all the heavy lifting in the port today - thanks @stocktalkweekly!

Bought the dip on $Nextpower(NXT.US). Notes below. NFA

Can the $Precigen(PGEN.US) fly 🕊️

Top movers today: $Etoro(ETOR.US) $Arteris(AIP.US) $BorgWarner(BWA.US) $Tower Semicon(TSEM.US) $Alibaba(BABA.US)

$Parsons(PSN.US) offering a better entry point today after filling y'day's gap-up on the CEO buy news. NFA

$On Holding AG(ONON.US) running today after a post-earnings flush y'day. I had taken the May $35 calls as an earnings play that are now ITM though still underwater.

$BorgWarner(BWA.US) +7% on 400% rel. volume today and seeing call flows. Notes from a couple of days back when I entered. Hidden AI play - in fact so well hidden that Ppx/Claude didn't know about it, but Gemini did. Thats where pairing AI opinions helps. NFA.

Picked up $Arteris(AIP.US) on the r/g. Notes below. NFA

📊 Earnings / catalyst trade ideas for tomorrow

(Not Financial Advice)

$Achieve Life Sciences(ACHV.US) $Steris(STE.US) $Enovis(ENOV.US) $Insmed(INSM.US) $Jumia Tech AG (JMIA.US) $Rigel Pharma(RIGL.US)

📌 See pinned tweet for how I use my WL

$Liquidia Tech(LQDA.US) amazing follow-thru after the 25%+ day y'day. PTs raised to $59-70 range.

$Arista Networks(ANET.US) +3% on strong volume today. I was expecting the April gap to completely fill but I guess not. I went long via June 150 calls y'day (notes below). NFA

Picked up $Integra LifeSciences(IART.US) June $15 calls on today's dip / VWAP reclaim. Binary risk/reward - see AI notes below. NFA

$Blue Bird(BLBD.US) huge buy volume at ~68. Looks like it might have put in a post-earnings low. NFA

📊 Earnings / catalyst trade ideas for tomorrow

(Not Financial Advice)

$NVIDIA(NVDA.US) $Marvell Tech(MRVL.US) $Lumentum(LITE.US) $Arista Networks(ANET.US) $Coherent Corp.(COHR.US) $Guardant Health(GH.US) $Astera Labs(ALAB.US) $Monolithic Power(MPWR.US) $Regal Rexnord(RRX.US)

📌 See pinned tweet for how I use my WL

Wow - what a wild week! Top movers: $Penguin Solutions(PENG.US) $AMD(AMD.US) $Datadog(DDOG.US) $Qualcomm(QCOM.US) $KLA(KLAC.US) $Joby Aviation(JOBY.US) $Apollo Global(APO.US) $Willdan(WLDN.US) $iShares Expanded Tech Software Sector ETF(IGV.US)

Have a great weekend!

$IREN(IREN.US) on VWAP reclaim vs LOD. NFA

Picked up $The RealReal(REAL.US) on VWAP reclaim after earnings washout vs LOD. Right now prefer these setups vs. chasing gap-ups. Notes below. NFA