I chose to keep $ORCL because their AI datacenter business is booming but sold $TOL after their earnings downfall due to my overexposure to industrials. Today we, once again, saw markets rip the open higher and then drift lower all day, with the especially frustrating aspect of general indices being relatively unchanged, crossed against many...Read More

It was bound to happen, as many of my positions went parabolic last week. I attempted to soften the blow by selling a good portion of $NBIS and $CRDO at the open. In addition, I took gains in $GDS, $SITM, $SNOW and cut loose $UBER. But when you have a dozen stocks off by 3%+,...Read More

To get an idea what is happening now in tech/AI/datacenter build outs, have a listen to the $DT QnA at the recent UBS conference. https://web.quartr.com/companies/6311/events/258619?targetTime=0.0Read More

The columns below represent the performance data of the semis ($SMH, first column) vs the $SPY. Over the past week the semis have nearly 4x’d the S&P but has underperformed on nearly every other time frame aside from YTD, indicating the vast majority of the gains were enjoyed in the first few months of 2024.Semi...Read More

First order of business: $CRDOCredo Technology Group target raised to $75 at TD Cowen  (47.80) TD Cowen raises their CRDO tgt to $75 from $45. Analyst Joshua Buchalter offered, “A strong set of results and stronger guide drove shares up >30% after hours as Credo likely cleared even the highest of bars set by investors…and by the stock...Read More