$Qnity Electronics Inc(Q)$ $Qnity Electronics Inc(Q)$ SNDK, STX, WC, MU, all going too high for entry. Even front end business consumer companies like AAPL, INTL, NVDA, AMD, TSM, whatever, all hitting this bottleneck for more memory demand. To develop powerful LLM AI models, all the chips in the world cannot compensate for lack of storage space. Even simple products like higher end laptops have a production ceiling and are going out of stock now. Time to target the manufacturers behind the storage suppliers 🤗 before they get too expensive for entry. Memory shortage is real and isn't going away anytime soon.
$Palantir Technologies Inc.(PLTR)$ $Palantir Technologies Inc.(PLTR)$ Stagger buying PLTR now. Seems primed for reversal 🤗 based on prior pattern cycles, and long upper candle tail today far bypassing yesterday's high yet wholly still between the body of the days before, reads to me that market has tested that growth. Should be able to scalp up to that safely.
$Agnico Eagle Mines(AEM)$ Entering more of this industry to my portfolio, but I'll spread across multiple companies to monitor risk. Though it's gold its still susceptible to volatile movements and rapid doenswings.
$Tesla Motors(TSLA)$ Ngl the dip pissed me off cus I'm already holding stock... but emotions aside, the only logical thing is to buy in so I topped off with a few more shares @$417. Glad i did because post market TSLA instantly jumped to $430 (???)
$ARM Holdings(ARM)$ Jumped the gun today buying it pre-market, but ARM reads with a daily pattern of dipping sharply at the bell then recovering with an equally sharp spike back up at midday. So we'll see. Either way ARM occupies a strategically unique spot in the semicon industry, with every other front facing company relying on it's architecture, so it really won't be going anywhere but up.
$Roundhill Memory ETF(DRAM)$ ...Can't exactly access SK Hynix any other way 🥹 Nice dip. Now the only storage memory semicon stock I need to track is TSM.
$INTC 20260515 124.0 PUT$ $INTC 20260515 124.0 PUT$ Brutal session last night. 🫠 But I've seen enough harsh corrections to know it's temporary for the stocks I hold. Though it sucked to not have more funds to buy dips, I did take the opportunity to close out a covered 131.0 CALL (which had capped my gains), selling a new 124.0 PUT strike (which is a risk but) I am very certain Intel will re-hit by tonight, if not by this week. .... Also had to tell myself not to be a 🐈 and go for the 124.0 PUT instead of a "safer" 122.0 PUT (???), since there's no logical justification to pick that if I am already so sure of the projected r
$NVDA 20260513 205.0 PUT$ This weekend seems like it could go anywhere. But one thing for certain about NVDA is that it will zigzag a heck lot when market can't decide, ...so I just bought both PUT and CALL to sell at highs and lows.