PhD, Materials Consultant
US
Joined July 2020
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Despite of so much uncertainty, there are a handful of stocks not showing any signs of weaknesses (yet) and rallying hard on any green day. Once the market will be conducive, most probably these can go up very fast.
$AAOI $VIAV $GEV $PL $BW $FSLY $SNDK $AEHR
05 Apr 2026: Weekend Homework ✏️
Look at all of these on a weekly and daily chart timeframe - no excuses for folks saying there are no setups anymore, there are clearly many developing/broken out already!
Camp 1 — Agentic AI / Edge Compute:
- ARM, NET, UI, SKM, DOCN, AKAM, FSLY, RNG, LSCC (9)
Camp 2A — Compute Infra + Photonics:
- INTC, AMD, MRVL, STM, ACLS, UCTT, ICHR, Q, FORM, KLAC, ONTO, MPWR, AEIS, FN, MTSI, KEYS, LITE, CIEN, AAOI, VIAV, TSEM, AEHR, LWLG, AXTI, AMAT, GLW, TER, SNDK, WDC, STX, MU (31)
Camp 2B — Physical Infra:
- GEV, NBIS, DELL, VRT, MOD, POWL, NOK, EQIX, DLR, AGX, ETN, NVT, EME, MTZ (14)
Camp 2C — Energy Infra:
- BW, SQM, ALB, SEDG, NXT, SOLS, PWR, ON (8)
Space:
- RKLB, PL, LUNR, ASTS, SATS, FLY, SATL, GSAT, IRDM, BKSY, VSAT (11)
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Anyone who is saying this is oversold or that is oversold has forgotten 2022 panic dumping and extended selling. One of fin twits (and mine) favorite, $SOFI dropped from $26 to $4.50. I was “bullish” and kept buying without respecting simple stage analysis, poor market condition
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$SPY $QQQ $IWM This makes lot more sense. Other than Oil stocks (and photonics, memory stocks), there is no sub-sector (out of ~160) doing well. Photonics and memory stocks also showed y’day what can go wrong if there will be panic in the market. This is a day traders market.
Feels like market setting up for a similar upside reversal trade to January 24th, 2022. First leg down out of a multi-month topping pattern. Flushed through 200-day moving average with consecutive down days. Big panic gap down the following Monday and undercut the previous lows. Nearing April 2025 low AVWAPs on $SPY $QQQ
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Moreover, once the $SPY drops below 50sma and not recovered quickly (stays below 50sma for 10 days or so) then the probability of correction (or even bear market) increases significantly.
Anyone who is suggesting to long ANYTHING then run away in other direction.
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$SOFI 👏👏
We’re about to begin our Q2’23 earnings call - follow along here for the highlights from our CEO @AnthonyNoto and our CFO @clapointe12. But before we begin, a reminder from Legal:
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Howz your short doing for $CVNA? 😜
We are short $CVNA. Report avail at kerr.co/cvna. Carvana is insolvent, its equity is worthless. Nothing more than a poorly run auto retailer, the company will never generate sustainable positive cash flow until its debt is equitized (1/9)
$RIVN 7/21 $17.5c which people are adding for a while…
Rivian Builds More EVs Than Expected as Production Increases (RIVN) - Bloomberg bloomberg.com/news/articles/…
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$NIO Following Jake tweets for a while and he is exactly correct about NIO…👏👏
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$MCAE After a long while, allocated some $ to a lotto play for swing trading. Picked some in high $4 and low $5. Ticker change on Tuesday. Another crappy merger.
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$CPUH DA. Warrants was ~$0.10 y’day and $0.45 now.
$CPUH 🤝✅ Official DA:
Allurion, a Global Leader in Weight Loss Technology, to Become Publicly Listed Through Business Combination With Compute Health Acquisition Corp. businesswire.com/news/home/2….
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