Posts by Creator

$ATASEMIS Adding MAIR, using a cut of NVDA to fund it. MAIR is another HVAC group with a bunch HVAC manufacturers that offer solutions for Data Centers. A few of their product lines (Nortek) are developed close to where I live, here in Oklahoma. And many of their products are apart of big commercial projects already. Since they recently just went public their stock price hasn’t faired very well like many recent IPOs. I believe that they’ll slowly over come that as they expand their data center solutions. I’m feeling good about this add here!

Taking profit off NBIS, MU, and STX. putting it into SNDK and NVDA during this draw down today. Still bullish and expect SNDK to reach ATH again this year.

cutting the rest of our BIL and SLV position and adding a new position in $TTMI ! have a great rest of your week!

taking the most of the silver and putting it into intel here. seems like a at great buy here, well below $100.

taking some more off our silver and bil positions and adding them into more of our memory plays. have a great weekend!

Taking some off BIL and SLV , adding the % points into other positions!

doing a heavy rebalance, cutting names, adding more into BIL and SLV until we get more clarity.

Doing an overhaul and cutting a good amount of names and adding SANM and DELL, along with BIL and SLV for the mean time. Too much instability, I’d like to see momentum start to go our way again after earnings is over.

cutting some positions and adding SK Hynix into the play. really aggressive pull back this month so far, but I’m hoping for a solid reversal and change in sentiment

Doing an end of month rebalance. Decided to cut UUUU, DT, MUX, DLR, LWLG (available in InterBand), and QRVO, and to take profit off our outperformers for the month/week. going to open new positions in FRMI, APD (neon gas for semis), and Seagate to add more leverage towards our memory plays.