Minerva Capital

🥭 ETFs incoming
$META  Anthropic $NVDA $GOOGL OpenAI $SPCX


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 

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: 

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

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. 

📊 Watchlist for tomorrow (Not Financial Advice)
$DELL $JBL $PHVS $GEV $CAPR $RARE $VIR $VRT $NBIS $ARM
📌 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! 

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

Great to see some green on the screen again! $AIS $IJR $VSAT $AIRR $CRDO $NVMI $ASML $SPY $TLT 

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

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 