US stock market had enough of War rhetoric...nobody got obliterated yet....all standing & yapping 24/7...
Market is looking ahead to a " major momentum rally "
Lot of stocks were shorted by technical oriented traders.....all caught badly with this non-stop UP TAPE
As they say...NEVER short a dull market.....
Most sectors participated in this huge rally...even Crypto came alive and more to come...
AI is back in vogue
Storage are flying
Fiber Optics never had this good...all making new all time highs
Even TSLA got bid...
Can you believe AAPL @ new high.....a non AI stock?
All in all.... good times are in.....
Here is how my week ended :
Last week UP 15.05%
YTD UP 8.55%
Here is my portfolio weighting on 69% Exposure :
GLDU 33.85%
AAPL 29.03%
TSLL 15.34%
HOOD 11.34%
BTCC 10.44%
BLOG does NOT give buy or sell.
Saleem
13 comments:
Hi Salem,
Congrats on a stella week of gains and over on the green side for the year. Hope it will continue for all of us..
Simon
Hi Stocktrader & Simon,
Bought CIEN @ $501.00
Saleem
Hi Salem,
Good luck with CIEN..
Simon
Hi Salem & Stocktrader,
Bought PSNL @6.40
Simon
Hi Stocktrader & Simon,
Bought SLVR @ $63.00
Saleem
Good luck with red hot CIEN!
Good luck with the dip buying on PSNL!
Good luck with the silver trade!
Hi Saleem,
Added to NNOX @ 2.15 on an overreaction to earnings. I think they have valuable IP and should be worth more either through self-efforts or a takeover.
Bought PONY @ 11.47 on recent initiation by Goldman with $30 PT and lots of potential catalysts this year and beyond
I think BODI is worthy of an investment (or trade as the chart is set up nicely), but it's too illiquid for me to get any kind of shares at reasonable prices. Management has been fantastic in creating a stable base from which to start new growth again and could be a big winner.
Stocktrader
Good luck with more NNOX. Just added CIEN & PONY with remaining proceeds.
Simon
Hi Stocktrader & Simon,
Good luck with NNOX, PONY, PSNL & CIEN…
Saleem
Hi Saleem,
Congrats on your stellar week as conviction pays off!!
My recap is a bit later than usual because I was busy most of today...
Last week: +18.98% (YTD: +28.33%)
Portfolio Leaders (>20% gain): RKLB ANRO NNOX ASPI(sold)
Portfolio Laggards: none
Along with the sharp rally in the indices due to an abatement in US/Iran tensions that brought oil down sharply, many of the portfolio components rallied hard also, and by the end of the week had gains that even astonished me as I was doing the numbers. Granted, it felt like many stocks had fallen too low in recent weeks, so this massive relief rally merely brought some of them back to where I thought they belonged anyways, and some staged fresh breakouts as deserved. It is definitely a reminder that being involved in at least some stocks always is useful for when huge rallies like this come along. There were very few pullbacks along the way and just kept grinding higher for the most part. Now, earnings will take center stage with the economy and the Fed on decent tracks for now. I continue to look for new ideas on high relative strength stocks as those saw investor interest during the market downturn, and so should definitely be solid picks as new investor money pours in.
Holdings (current): AIP GLUE RKLB NSSC ANRO BFLY PONY HUBS NNOX CODA, cash 0%
Stocktrader
Hi Stocktrader,
Outstanding week and YTD performance.
Your deep analysis has paid off well.
Maintain your pole position as you have earned it
2026 looks like back to stunning returns.
Saleem
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