Call it momentum
Call it frenzy
We are ready to see hyper momentum take hold....
US & Iran has a deal.....that is all we needed to hear..to take this market in a " never land "
UP we go when we open for Monday trade in a 24 hour trading world...
Guess which stock will jump the-most...
All those AI leaders....storage, chips, memory, Fiber Optics, quantum +++++
Do NOT sell too quickly NOW....
Splits are coming soon near your ticker.....
SO fasten your seat belts....UP we go on a Spacex Rocket launcher....
Yes even Gold & Silver should make new highs.....
Here is how my last week ended :
Last week UP 29.21%
YTD UP 67.93%
Here is my weighting on 179% exposure :
SNDU 24.44%
SLVR 23.64%
AMDL 23.11%
QCML 10.69%
AAOG 8.14%
TSLL 6.48%
HOOD 3.50%
BLOG does NOT give buy or sell.
Saleem
13 comments:
Hi Stocktrader & Simon
Bought GGLL @ $135.95 in after hours now…
Saleem
Good luck with 2x GOOGL exposure!
Hi Salem,
Good luck with supercharged GGLL!
Hi Stocktrader & Simon,
Bought MU in Toronto @ $37.30
Saleem
Good luck with MU!
Hi Salem,
Good luck with MU new addition!
Hi Saleem,
Last week: +6.28% (YTD: +0.60%)
Portfolio Leaders: AEVA ENPH BFLY
Portfolio Laggards: ASPI
In a week where the small caps shined, the portfolio also did very well. Realizing finally that the risk of the market was to the upside and leaving all the hedges behind, the fully long positioning saw good gains and a few of the individual stocks made 20%+ gains. Investor sentiment surprisingly dropped last week to the lowest level since the Iran War started as worries about rates, inflation, market extreme strength, and high oil prices all contributed to more cautious footing, even as many stocks still surged. This sets the stage for a relief rally on top of already great gains and as the AI trade in all its various adjacencies marches forward. I have tried to stay away from semiconductor stocks because that trade is very well known at this point and valuations should be near fair value, which means opportunity lies elsewhere and I have tried to identify some of those ideas. As we officially enter the slow days of summer and low liquidity, I expect some blowoff tops and hopefully can capitalize on those moves to capture gains and reposition.
Holdings: ASPI ENPH RKLB AEVA FCX BFLY NNOX CODA BODI, cash 0%
Stocktrader
Hi Stocktrader,
Congrats on last week gains and be on a green side again. Thank you for the market inf. Much appreciated sir!
Simon
Sold AMDL @ $66.00
Saleem
AMAZING trade on AMDL! Good luck with the new idea.
These 2x chip names are really working for you - supercharging gains!!
Sold QCML @ $38.90
Saleem
$$$$ :-)) Good luck with the next pick.
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