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I hope you all had a wonderful long weekend!
As important as it is to press when the A+ opportunity is there, it’s as important to know when to reel it in and not be overly eager or aggressive. While there are certainly pockets of opportunity in this market, they’re not as abundant as they were in earlier months this year.
As I often go over in
As I recently discussed at great length, with several examples, in my most recent Inside Access meeting, it continues to be a slower tape, and as such, extreme discipline, stock selection, and patience are needed. There are markets to press, and then there are times to be more conservative.
As we head into the new week, I’m focused on doing less, from an in...
I look forward to sharing several of my top ideas with you all as we head into the new week!
So, without further ado, let’s get started.
And of course, it’s only right to get started on last week’s biggest talking point:
MRNA: We went MRNA in detail on Thursday, in my
I look forward to sharing several of my main ideas with you all for the week ahead. As is often the case, the ideas will span bigger-picture swing ideas, along with some intraday move-to-move ideas.
So, let’s get right into this week’s top ideas and plans.
Semis at a Junction: One chart/sector that stands out to me right now is SMH / Sem...
I look forward to sharing some of my top ideas for the week ahead, comprising both swing and potential intraday opps.
So, let’s get right into it!
Follow-Through in SPCX: Starting off with SPCX. An absolutely brilliant move on Friday, catching many off guard following the most widely publicized lock-up expiration probably of all time. ...