Minerva Capital

📊 Trade ideas for tomorrow (Not Financial Advice)
$NTAP $DAVE $NVDA
(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 WL 

Strong follow-thru on recent strength in $MU $VICR $VELO $OUST and strong breakout to 52-wk highs on $GH 

Strong finish to the week with the help of $VELO $PENG $QBTS $ASYS $ANET $GFS and $VST
Have a great long weekend! 

Got back into $LITE at the 50DMA in the LT account. Chart/notes below. NFA 

Wow - what a wild week! Top movers: $PENG $AMD $DDOG $QCOM $KLAC $JOBY $APO $WLDN $IGV 
Have a great weekend! 

Top gainers today: $NXT $NBIS $APP $ANET $AIP $VLN 

$GOOGL 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. 

Red day today but these stocks helped in softening the blow: $DDOG $FSLY $QCOM $APP $DT and $FICO (in LT account). 
From hard experience I know that the next few days are going to be tricky for my trading style, so less is more. 

BTW, the reason $IWM has been so strong this year is that is a closet AI index (more so than $SPY). Had to argue with Claude about this: 

Tickers from morning scans
$MU $MRVL $VICR $MOD $ESLT $OKLO 

Strong finish to the week with the help of $LLY $LITE $INSG $PRCH $TEAM. Have a great weekend! 

Too many Cooks, not enough Jobs?
$AAPL
Source: Minerva Capital

Sunny days are here again! Top movers today: $GOOGL $SKLZ $CLS $TEM $QCOM $NMRA 

Top movers today: $ETOR $AIP $BWA $TSEM $BABA 

📊 Trade ideas for tomorrow (Not Financial Advice)
$ADI $ASML $AMAT $GTX $JCI
📌 See pinned tweet for how I use my WL 

$INTC bagholders from 2000 may not like the prospect of seeing their gains vanish after waiting 25 years. If it checks back to the ~76 area it should be a good buy on this multi-decade breakout. Source: Minerva Capital

Strength continued today in: $BLDP $VELO $MEME $BE $SHMD $ANET $GFS $MU $CRBP and $LITE +11% in LT 