Minerva Capital

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 

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: 

📊 Earnings / catalyst trade ideas for tomorrow
(Not Financial Advice)
$NVDA $MRVL $LITE $ANET $COHR $GH $ALAB $MPWR $RRX
📌 See pinned tweet for how I use my WL 

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. 

📊 Trade ideas for tomorrow (Not Financial Advice)
$GWRE $CRMD $LSCC $LITE $MU $BIO $BL $VIST
📌 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

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

Decent day today but the oil hedges took a bite out of returns. Top gainers: $JBL $JOBY $BABA $PENG $TER $MRCY $ATI $UUUU 

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

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

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

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

📊 Earnings / catalyst trade ideas for tomorrow
(Not Financial Advice)
$ACHV $STE $ENOV $INSM $JMIA $RIGL
📌 See pinned tweet for how I use my WL 

Picked up $BBIO on the Hikima/PFE settlement news. AI notes below. NFA 

Picked up $AXGN on VWAP reclaim after gap-fill back to $40 on strong earnings that got sold off due to stock being too extended. AI notes below. NFA 