5/29/2026 premarket prep

本站添加: 2026-05-30

[00:00:32]Good morning, guys.

[00:00:42]Yeah, Dell was nuts. Dell was a gift.

[00:00:48]An absolute gift.

[00:01:04]You know, anytime a large company's gapping up 40% like this, um, it's just wild. It's just wild.

[00:01:17]So crazy, crazy, crazy to see. Nibbled some Twilio at the UNR.

[00:01:29]I don't know what the UNR was yesterday, but um I'm not a fan of AXTI personally.

[00:01:45]If there was one in the optic space that I would pay attention to a bit more, it' be LIIT at the 50.

[00:01:53]Personally, I think LIT at the 50. Now, I will say this and I and I tweeted about this yesterday with LIT going sideways for seven weeks. Now, that's good, but going sideways for seven weeks while the market has been going vertical, that's relative weakness.

[00:02:12]So, I I don't know what to think about the optic sector at the moment.

[00:02:19]The relative weakness there is kind of um glaring.

[00:02:27]How do I plan on entering the drone names on a pullback? Yeah, well, I can't chase them higher, so I I'd have no choice but to buy them on pullbacks.

[00:02:48]When I say reclaims VWAP, I I mean there's this purple line um on my charts and that's VWAP and and that's what I would mean. I would mean you're reclaiming VWAP. So, you know, let's just say for instance, we were talking about this LIT and you know, you know, you've got this 50-day just underneath at um 862 and let's just say it gives a little bit of a wash out just underneath the 50 and then starts to bounce, reclaims its intraday VWAP and then is holding the 50. Um that that could be a spot and then you're using basically this 50-day to risk off of.

[00:03:29]But again, you know, maybe Light's not the best example, and I say that because these names and really not all of them.

[00:03:38]Um, but LIT, which has been a big winner, you know, it hasn't lost its 50-day, you know, this entire move. So, I don't know. Is it getting a little tired here? Is it just consolidating properly? I think, you know, you could you could see it from both sides.

[00:03:58]Why? SoFi. SoFi. SoFi.

[00:04:04]Yeah, very cool. Robin Hood probably not quite so similar.

[00:04:13]You grabbed some VRT down at the 50-day yesterday.

[00:04:17]Makes some sense to me. Yeah, stocks pulling into their 50 days can be opportunities. I mean, we've seen this before with this name.

[00:04:29]You know, stocks pulling into their 50-day can absolutely be opportunities.

[00:04:35]Yeah, Nvidia is trying to reclaim the 20-day at least. Dollar Tree.

[00:04:43]Um, I would just let this trade a little longer.

[00:04:49]Yeah. unr of the 20 on Nvidia.

[00:04:57]Uh, what would you be doing with FSLR?

[00:05:01]Circling FSLR broke out yesterday. What would you be doing with FSLR?

[00:05:08]I I don't see anything to do with it.

[00:05:14]Yeah, HCC is an interesting one. This Warrior Matt Cole Yeah, huge huge move past three sessions.

[00:05:27]Array NXT. Yeah, I mean I I don't really see um like this is gapping up quite a bit. I I don't really see myself chasing any of these solar stocks.

[00:05:44]Yeah, there there's just no way I get into them.

[00:05:48]and and TAN is definitely not lagging.

[00:05:50]It's one of the leading sectors at the moment.

[00:05:54]Yeah, team, this thing looks like it's bottomed. Microsoft to me looks like it's bottomed.

[00:06:06]MXL, yeah, it's done a nice job going sideways. Some semiconductors have done a really, really nice job consolidating.

[00:06:13]Um, Intel's another one that I think's done a really nice job consolidating.

[00:06:23]Yeah, Echimai is fine.

[00:06:27]Um, yeah, Oracle. Oracle, another one. I mean, I I I truly believe the software names have bottomed.

[00:06:35]I truly believe the software names have bottomed.

[00:06:39]Yeah, Oracle, I mean back, you know, trying to get back above the 200. You know, Applovin doing a nice job getting back above the 200. Um, you know, Palunteer with a nice push yesterday. IGV's had a steady trend. You know, you've already had some software names working really well obviously with the gap up in Twilio. Um, Dawan, the IGV, which I which I own um as well.

[00:07:06]This thing has just been working really well. So, um there's there's nothing to do like if if you owned any of these rocket names, you should have reduced into the strength anyway, right? Especially at 10x ATR from the 50. Um but there's there's not much left to do. Um if you if you own it, you just let it work. I mean, Rocket Labs gapping down into the fiveday. I I I'm kind of starting to think that maybe these um space names have topped for the time being until after the SpaceX IPO.

[00:07:44]Like I think they have ran into the SpaceX IPO as as much as they're going to. So thoughts on CRML?

[00:07:57]um fine, but I think USA is acting better and I also like MP. So, I've got two others on my radar that I think are acting a little bit better. Inodata, nice day yesterday. Nice day for InnoData yesterday.

[00:08:17]Um, not really. No. Does being the last day of the month affect how I choose uh stocks or entries? Uh-uh. So, as long as I buy, if I buy something, as long as names are holding well above where I bought it, I'll keep it. As long as I've got a, you know, premeditated stop level um and proper position size, I'm happy to take it. So, yeah, I don't really think about it much more than that.

[00:08:47]Yeah, data dog just keeps wedging higher, but nothing to do there for me.

[00:08:52]Nothing to do.

[00:09:02]Hi Mimx looks good.

[00:09:05]Yep.

[00:09:08]Not bad. I like NVT. I had this one on last night's watch list video.

[00:09:15]Lumen thoughts.

[00:09:21]I mean, super tight inside day.

[00:09:26]Not bad. Not bad.

[00:09:29]Not very extended. Thought it was maybe a little bit better on uh Wednesday, but yeah, definitely not bad. My thoughts on IBM stock.

[00:09:38]Um, this is gapping up on the back of Dell. I mean, nice to see that it's back above the 200 day.

[00:09:46]It's all right.

[00:09:49]Not like I love it, but it's definitely not bad.

[00:09:55]How much cushion do I need to hold into earnings?

[00:10:00]Probably like um two times its uh average daily range.

[00:10:07]I think that seems like a fair amount honestly.

[00:10:16]Yeah, be is another one pretty interesting. I mean, it had a slight little gap down overnight. Not entirely sure why, but we'll see if this thing wants to come in a little lower. I I would personally love to see this thing come into like 260 and uh has a support gap down there.

[00:10:33]That would be awesome to see.

[00:10:43]Sterling infrastructure was nice. Yeah, this one was really good. Nice looking chart. Really, really nice job holding up um on Tuesday and then for some ads yesterday if you know you're able to get them.

[00:11:00]Oh yeah, I haven't looked at Oscar in a couple days. I noticed this thing was ripping. Yeah, this is starting to look even better. If this thing could just go sideways a little longer would be nice.

[00:11:11]ABGO also on last night's watch video. I think AVGO looks looks great.

[00:11:19]Maybe fly. Maybe fly. What? I'm confused about the question.

[00:11:25]What about fly?

[00:11:29]I don't really see anything to do with it at the moment.

[00:11:38]U my watch list is constantly uh changing from day to day in terms of what I think is viable. my universe list. That one's you know always getting readjusted daily basically considering entry point for SanDisk worth waiting longer. Uh I mean I bought SanDisk last Tuesday.

[00:12:02]I I'm being patient personally kind of waiting to see if this thing will you know make its way to 2,000 bucks. Trucking has been good. Yeah, if you look at the IYT ETF, not too bad, you know, pretty um nice cup and handle.

[00:12:29]Yeah, there's I have a Discord.

[00:12:32]Um I I live stream during the trading day, effectively the entire trading trading day.

[00:12:41]Um, how many stock? Yeah, I there's way more than a hundred names in my universe list, but that gets whittleled down to like 10 to 12 names um for for the upcoming session.

[00:12:56]Sweet Green, I know Chris Camilo likes them. I I don't really see um anything to do with them just yet, but it it doesn't look all that bad. It it looks pretty decent.

[00:13:15]Uh, Google taking yesterday's high.

[00:13:16]Bruno, you must have uh pre-market turned off.

[00:13:22]They're actually taking out yesterday's low right now.

[00:13:31]Do you exit the final chunk based on ATR percentage or trailing stop-loss? Um, if I get a huge gap up like I did in Dell yesterday, I I close it based on that.

[00:13:42]Um, otherwise I'll just keep it like on an ascending 10 and 20 and sometimes 50day.

[00:13:57]Well, actually, it's funny you said drenle gaps because that's exactly what these are.

[00:14:03]These are drenle gaps.

[00:14:08]And yeah, people in the room uh definitely have theme tracker. FCX, you bought it yesterday. These uh industrial metals are acting great.

[00:14:21]Your entry 6511 not the best, but doesn't matter. I mean, it does matter obviously, but you know, break over a prior day high was a little bit better in my opinion.

[00:14:47]five and I mean it's it's actually a pretty nice chart. I I like the fact that it's been just consolidating above the 200. That's actually really positive. um a a really big positive after earnings. I mean, at this point, you'd kind of like to see it, you know, start to push. I I'm not going to buy it personally, but so long as it just stays above the 200, I think it looks good. Cocoa, you know, it's funny cuz I'm drinking coconut water. Um I I don't really see a buy on this thing. I know you might think this looks like a hightype flag, but it's not really a highte flag.

[00:15:37]Yeah. You mean an entry for Google?

[00:15:39]Yeah. The problem with Google right now is you're looking for a break above yesterday's highs. Google right now is breaking yesterday's lows. So, and and I'm not going to buy over yesterday's highs. I'm going to buy over Wednesday's highs and last Wednesday's highs. So last Wednesday's high 39386.

[00:16:00]This last Wednesday's high 2 days ago 393.88.

[00:16:05]So 394 good. Below 394, leave it alone.

[00:16:11]That's how I'm feeling. Anyway, what average position size would I recommend someone with a smaller account? I mean, I would tell somebody with a smaller account, keep it to 10% until you understand how a stock moves based on its average daily range, how to find the stocks to trade, how to hold something properly, you know, even through consolidations, um, how to trim into strength, how to trail your position. I think the biggest issue that traders have sometimes is they um especially ones that have a smaller account, they tend to be newer traders. So, they really shouldn't be doing anything too aggressively when they don't have a big understanding for the market anyway, right? Like they're just getting their feet wet. Hence the reason you have a small account. So, newer traders should actually size down. more experienced traders, they could probably get away being a bit more aggressive from time to time. Yeah, HBM's a nice chart. I I posted about all of these industrial metals yesterday. HBM's pretty interesting. SECCO has a nice chart. Um, obviously FCX was another. Alcoa is hanging in there.

[00:17:32]Um, CENX was looking pretty good. the steel stocks, STLD, NUE, RS, I mean, all of these things are just looking really good.

[00:17:44]So, there's there's a lot going on on the industrial metal side.

[00:17:54]Yeah. Well, Bitcoin's acting weak, but circle, you know, this thing's just been kind of basing and building higher lows, and then you get like this reversal yesterday where you wash out and then you have this big reversal and take out prior day high. And there's there's quite a bit of strength in that. So, um, whether or not it actually goes higher, I I don't know, right? But it's acting it's acting well.

[00:18:21]Rivian, there's no setup here.

[00:18:26]This thing's just in a death range.

[00:18:38]Yeah, there's nothing to do here.

[00:18:48]Thoughts on Caly? A little illquid. A little illquid.

[00:18:55]Callaway Golf Company. Interesting. It is golf season, dude. Time to add on Rocket Lab after today's pullback. You think today's pullback is that is enough?

[00:19:07]Do you think after a 100% move, you know, or an 80% move that a that a 6% pullback is enough to add back?

[00:19:18]Populace, that's the exact reason why most people, you know, just end up chopping themselves up to bits.

[00:19:24]You're not even waiting for any sideways. You're just like looking to buy the very first little blip.

[00:19:32]I think Twilio's not too bad. It's just kind of stuck going sideways. But uh how high do you have to be to consider I don't understand how high do you have to be to consider something a position trade?

[00:19:51]Um my my entries are they vary because I will buy UNRS.

[00:19:58]Christian does not um I will buy a higher low setup.

[00:20:03]Christian does not. Christian likes breakouts. You know, I haven't seen him talk about trading too much recently, so I can't really say exactly how he's trading anymore. But, um, exits, I I will use ATR extensions from the 50.

[00:20:16]Christian likes to trail the 10 and the 20. I think that that's perfectly fine, too. But, on really high ADR names, you're going to have to be comfortable giving a bunch back, which, you know, I mean, again, it's it's tough.

[00:20:32]How do I review every day? I don't re I I upload all of my trades so I can review them on the weekends, month ends, quarter ends, something like that. But I don't review my trades every single day.

[00:20:47]Plus, I'm like constantly evaluating the market, my mistakes, what I bought, when I bought it, how much I bought, what I own. Like, you know, my brain's always thinking about trading in markets anyway. up.

[00:21:00]Thoughts on BBAI, Big Bear AI?

[00:21:05]No.

[00:21:06]Why would you be looking at this turd?

[00:21:08]That's not even above a 200 day.

[00:21:12]Did I already cover Dell? Sorry. Um, yeah, I sold Dell yesterday.

[00:21:17]So, my first buy on Dell was 156.90 on March 31st down here.

[00:21:27]And I sold the last of my Dell at 417 bucks into this.

[00:21:37]So I I missed the little this little last push, but that's all right.

[00:21:44]Yeah, it it got it got wildly extended.

[00:21:47]Um so that's it. That's it for me. If it wants to go higher, I'll be able to buy it back.

[00:22:00]Well, if I wanted to buy an HVC, I would be looking at a prior day close and a break of a prior day close.

[00:22:13]So, in an ideal world, you get a little bit of an inside day and then you go similar to this. Um I I once played this little HVC back here, right? It's similar kind of thing.

[00:22:26]You'll get a gap up, you'll get a high volume close, you'll get an inside day, and then it goes. That's kind of what I would hope for.

[00:22:39]Microsoft's not breaking the 200.

[00:22:42]The 200 SMA is at 458.

[00:22:46]I I do think Microsoft has bottomed, but it's but it's um it's not breaking the HVC just yet.

[00:22:58]A AOI. Again, the optics names, you know, when the market was ripping yesterday, names that were showing and pulling back and showing relative weakness, there's just something wrong with that.

[00:23:12]Um, maybe ALI is fine, but it it feels like it's got a date with the 50-day. And then we'll see what's what's going on.

[00:23:24]Anything relatively weak on the short side you're interested in?

[00:23:29]I mean, I don't want to say the optics names because they've been so strong, but maybe the optics names.

[00:23:41]run taking yesterday's highs. You would actually buy run after um basically a six day in a row, 7 day in a row up move and you'd buy it on green day number eight. That makes you comfortable.

[00:24:03]Too thin.

[00:24:05]This thing is way too thin. Trades like 25 million bucks a day.

[00:24:11]Roku's a nice looking chart.

[00:24:14]NAVN probably just a pass, but not bad. Recent IPO holding in there pretty well. I don't think I would buy this here. I think the buy on this thing was Friday the 22nd.

[00:24:32]the um I don't know about pharmaceuticals per se, but the um I I would definitely keep an eye on the genomic names over the next couple of days and weeks. They they've been acting great. I mean, this ARCG has been acting fantastic and genomic stocks have been acting really really well. Yeah, Intel got very tight. I mean, you know, still about seven times its ATR from the 50, but on a high tight flag, that might be all you get.

[00:25:01]I love yesterday's little tight day.

[00:25:03]Love building that it's building higher lows against the 20. Not bad.

[00:25:10]It is Ivan. I I I do think it's a still a little extended, but yesterday offered up such a tight day, but yeah, I I'm I'm going to personally leave it alone, I think. How about GEV?

[00:25:26]Yeah, the pullback into the 50 is pretty interesting.

[00:25:38]Can I please give an example of pullback entries? You had so many last Tuesday.

[00:25:43]So for instance, you had an undercut rally on Bloom Energy down here on Tuesday and pretty simple pullback buy. You get the pullback, you get the reclaim of VWAP as an undercut and rally of this um 249 level.

[00:26:02]You had um SanDisk as well, which is the one that I bought right down here. You had the uh pull and then your reclaim of VWAP.

[00:26:20]Um man, you had so many. You had hut against the 20 picture perfect, a pullback against the 20 and an undercut and rally. So, same thing. You get the undercut of the 20 and your reclaim of VWAP 620 setup. I mean, there there's just been so many examples of that exact same setup working. You had Tesla last Tuesday up after a pullback and then a reclaim of a support gap, right? You get the pull, you get a 620 setup and a reclaim of VWAP. And again, I here's one thing that you have to remember.

[00:27:04]It's not um what you buy. You could have bought Tesla. You could have bought Sandis. You could have bought Micron. You could have bought ARM. You could have bought Dell.

[00:27:14]You could have bought Hut. You could have bought Cipher. You could have bought and all different stocks, all different groups.

[00:27:24]But it's, and I tweeted about this, it's not what you buy, it's when you buy it.

[00:27:30]The when you buy is so much more important than the what you buy. You literally could have bought 10 different stocks last Tuesday and made money.

[00:27:41]So, you know, I think sometimes people get so hung up on like owning the perfect stock that they don't realize how much more important the environment is if you're looking for a pullback buy.

[00:28:00]Um, there's really nothing to do with this NUAI. Slight gap up, but nothing really to do with it in my opinion.

[00:28:08]Doing a nice job base building, but just a name I personally would leave alone.

[00:28:12]Too thin for me. Thoughts on MSTR?

[00:28:18]You don't want my thoughts on MSTR, dude. Trust me.

[00:28:25]Can I explain the higher low setup?

[00:28:27]Yeah. So, STRL really nice example. So, you pull back into the 20 and then a very subtle Here's your low on the 19th.

[00:28:36]A very subtle higher low on the 22nd. A take out of this little range on the 26th. Another pullback. That's effectively another higher low on um against the 20-day. And then a breakout of a prior day high. So, you literally could have bought this on Tuesday or you could have bought this on Thursday. And that's really all it is. NVT has a very similar type of setup. You get your low, you get a higher low, you get another higher low. But in order for it to be valid an entry, you'd have to take out today's highs.

[00:29:10]CRDO is Photonic. I think they just bought a recent Photonix company. I don't know if that's what they were to begin with, but yeah, I mean, this stock is is holding in there really really well.

[00:29:31]Mnt possible bottom forming. I I don't um can Yeah, I mean, a lot of these gold names bounced yesterday, but why would you be trading this one? This one literally has zero volume.

[00:29:45]Oh, that's Mnt MTM. You said this is even worse. Potential bottom forming multi-year.

[00:29:56]Why the hell would I be looking at this?

[00:29:59]And and by the way, I love snowboarding.

[00:30:01]So, you know, I like Veil Resorts, but for one, this chart is slow. And for two, look at this piece of [ __ ] You would find yourself trading this thing, owning this thing. Look at how terrible this thing trades. Oh my goodness.

[00:30:20]You wake up every single morning, it's like getting punched in the balls.

[00:30:24]Why would you do this to yourself?

[00:30:29]Terrible decision, dude. Terrible decision. You must study charts, my friend. You must study charts. And that's me being nice, dude. You got work to do, brother.

[00:30:42]You want to like make money or do you just want to get punched in the balls every single morning?

[00:30:49]Like there is just nothing going on there. I'll tell you that. Even if that is the bottom, who gives a [ __ ] Um, RCAT HVC buy. Yeah, a lot of these are interesting. I don't know that I like Arcad itself, but the news I thought, you know, pretty decent. We'll see what it does. We'll see what this whole drone aerospace and defense theme does here.

[00:31:27]Yeah, I I I do think that um Service Now um I do think Microsoft, I do think um Oracle, I think the IGV, I think software has legitimately bottomed. So, I don't trade options or futures.

[00:31:48]Marll is not too extended compared to other semis. Yeah, but there's not really a clean technical setup here for me to buy.

[00:31:58]How would I get into Roku? You know, Roku is kind of interesting. Holding in here halfway decent. Kind of a tight day with an inside day yesterday. I don't know. I don't know that I would just buy this right over a prior day high, but it's not that bad.

[00:32:25]You bought a few shares of Dell last night and got nearly I mean so you gambled into earnings and you got lucky.

[00:32:31]Is that what you're saying? Flash.

[00:32:34]I mean God bless your soul. That that's not really a strategy that's going to work long term. I promise you that. Um how much would you trim on a bad news like Lunar had? Um, what was the bad news? The fact that they just did it. I I didn't see Lunar's news this morning.

[00:33:02]I I didn't see their news.

[00:33:06]Hold up. Give me a second. Let me um pull it up. Actually, let me see if I can find it really quickly.

[00:33:27]I didn't I don't see the news. What was the Are we just talking about Blue Origin having blown up? Uh TEM I I feel like there's way better names than TEM on the genomics side. There's in fact I know there is because I I posted a bunch of them yesterday. Thoughts on Palunteer? I mean it's like the first time it showed any sort of life yesterday.

[00:33:50]Good to see. Still needs to get above the 200 but fine it better.

[00:34:03]Uh I I got kicked off of uh Thinker Swim. What was it? Five years ago, MSTRS cost you some money. Do not trust MSTR. You're down 38%. Why are you down 38% and why didn't you have a plan to exit at 5% when you were wrong?

[00:34:48]I think Tesla's fine. I'd like to see it go sideways a little bit more.

[00:34:54]It's just, you know, straight up off of that uh UNR, which by the way, I wish I would have bought 3.99 myself. But you bought a firm at 68. Where to trim?

[00:35:10]I mean, I would just let this thing work, man.

[00:35:14]Just got above the 200.

[00:35:21]The 620 setup is a five-minute chart, which I just explained on on pullback buys, and then you get your six period moving average crossing back above your 20. I learned this setup from Gil Morales.

[00:35:37]Good morning, Scotland.

[00:35:41]Honestly, feels like a good day to do little.

[00:35:47]a good day to do a little I I cut the last of my rocket lab yesterday. We'll see if Nvidia wants to get going back above the 20.

[00:35:57]It looks like the, you know, some of these um semiconductors are really speeding up.

[00:36:04]ARM being one of them.

[00:36:08]Qualcomm inside day.

[00:36:10]Yeah, I just I just don't see where the hell I buy Qualcomm personally. I I don't really see the way I'm going to buy it. It's fine, but MGNI, no.

[00:36:28]No, guys, for anybody here who hasn't heard me say this before, stick a 200 moving average on your charts. Very, very, very, very rarely should you ever buy a stock below the 200 simple moving average. In my opinion, if you're going to, it should be, you know, you're playing like a capitulation wash out long on a group or you're trying to buy one of the 10 best companies on planet Earth, not just this MGNI, whatever the hell this is.

[00:37:10]Otherwise, there's no real reason to buy anything below the 200 day. Caterpillar, not bad. A little slow, maybe taking out today's highs as like a basically a higher low setup. I don't 9005, but probably easy to leave it alone.

[00:37:30]Oh, the news was Blue Origin blowing up.

[00:37:32]Yeah, I mean, I I I think that the entire space theme comes under pressure because of that. And then the news that SpaceX kind of getting bumped down from basically 2.5 trillion at their IPO to 1.8 trillion, which I still think is too expensive.

[00:37:51]Um I I think that you know you you just a lot of these names like you look at ESTS you know you you already made a huge move in such a short period of time, right? You made a 100% move in like less than a month.

[00:38:10]So yeah, I mean how much more can people ask for? I mean I think the whole group comes under pressure. All of them. And and that probably includes some of the crappy drone names, too.

[00:38:28]PWR. Yeah, nice job base building here.

[00:38:31]I mean, this thing has been a monster. I was looking at PWR at like, you know, high 400s. What a move.

[00:38:40]I don't think PWR is that bad.

[00:38:48]RVMD.

[00:38:55]Yeah. Yeah, it's not bad. It actually looks pretty good.

[00:39:04]I did I added Nvidia yesterday when you took out a prior day high with a stop at low of day. I do like that it was holding these October highs and um you know just a little undercut of the 20-day and then hopefully a rally and then a little undercut of the 20-day and then hopefully a rally. You know it it could be um a good lift, a continued lift for the market if this name decides to get going.

[00:39:31]Yeah, AMKR not bad. PAL's another one.

[00:39:34]Not not too bad.

[00:39:38]The real question is just where do you buy these things? This is where I thought POW looked pretty good. Here and right here. So, April 17th and April 7th.

[00:39:53]Thoughts on CCO?

[00:39:56]Yeah, I like Kamo. I I like CCJ personally.

[00:40:12]Not bad. Not bad.

[00:40:16]Do I? Yes, I've got I use Trade Exchange um for news and then you know I get my filings right on theme tracker. So, my thoughts on Nvidia? Yeah, I just I just shared them. I mean, I think it's, you know, do I think Nvidia's topped in this market? Maybe not. But, look, I I'm wrong 65% of the time. The difference between me and other traders is I'm not holding it down 40%.

[00:40:50]Um, so if it breaks yesterday's low day, I'm gone.

[00:41:04]Dockan. Dockan, not bad. You know, there's a few of these software names that have gapped up that just haven't done anything. I'd like to see Dockan take out a um I'd like to see this doc take out a prior day high. So, anything over 156 and a half maybe HNG. I mean, yes, this thing looks pretty damn good. Yeah, that HNG looks good, man.

[00:41:39]That's a nice looking chart. Hut. Hut was another one that was viable on um last Tuesday. There'd be nothing I'd be doing with that name right now.

[00:41:53]FRMI.

[00:41:55]There's no chance.

[00:41:57]There's absolutely no chance I'm trading this.

[00:42:08]I I uh cut the last of my Dell.

[00:42:13]Dell is gone.

[00:42:16]I I'm in Amazon.

[00:42:24]Uh how would you trade with entry at yesterday's low?

[00:42:29]I I mean I would just hold it. So for me, my my stop is uh Wednesday's low, the day that I bought it.

[00:42:39]Oft uh there's not an entry here for me.

[00:42:49]thoughts on Oracle?

[00:42:53]I mean, where are you going to buy it?

[00:42:55]If you bought it yesterday, fine. But I'd like to just see it get above the 200 and establish itself above Gavin. Go back and study Marll. Go back and study ARM. Most recently, look at what they did after they got back above their 200.

[00:43:09]They had to consolidate for a little bit. That that's fairly normal and typical.

[00:43:20]You bought a bit of car up over 10 bucks, but how much do I hate that setup? Well, you know, you go from 850 all the way down to 140.

[00:43:31]You know, there's probably a little bit of there's probably a little something to squeeze out of this thing.

[00:43:38]That's too funny.

[00:43:49]Where'd you buy this thing? Where did you buy this thing? Oh, that's too funny.

[00:43:57]I I know you're always finding yourself into you're you're a trader, man.

[00:44:01]Through and through. You're always finding You're always finding something to be in.

[00:44:07]You're looking where nobody else is.

[00:44:10]That's for sure. That's too good, man. I thought I saw you post about that. I was like, I don't know if he's just messing around. I don't think you were messing around. Clearly not. That is too good.

[00:44:22]Did you buy this a couple days ago?

[00:44:27]No. You'd be up 20 bucks a share there.

[00:44:29]Did you buy this thing yesterday?

[00:44:35]If you buy a previous day's high, stop is at the day low. Yeah. stop is at the that day's low, the day that I buy it.

[00:44:44]Um, how do I plan to approach upcoming IPOs like SpaceX and Open AAI and Anthropic? I will do nothing. That's my approach. I will not trade them for like six months.

[00:44:59]They can do whatever the hell they want.

[00:45:01]I will not be playing in that um in that pool.

[00:45:10]Um because at 22 times its ATR from the 50, I've gotten everything I've needed out of Dell.

[00:45:18]I sold all of Dell. There there's no reason for me to keep any more shares.

[00:45:22]Guys, if you're not ha if you're not happy, I I bought the name at $156 and it goes to $417 when I sold it. So, like if you're not happy with that in, you know, however many days that was, 40 days, 150% on your money. And it's not even that it's it's 150% on my money. It's the extension from the 50. There's just nothing left there for me. So, it you know, you you have to know yourself. If it's going to go higher, I'll be able to buy it back.

[00:46:09]164.

[00:46:22]Okay. So, you bought this thing on Wednesday, which means you bought end of day. I know you like the 10-minute chart.

[00:46:30]Let's see if I can see what you were seeing. Okay, here you go.

[00:46:34]This is where you bought right here.

[00:46:38]Right into the close. Eh.

[00:46:41]Oh, no. Wait. It was here.

[00:46:44]It was one of these two. You either bought on Tuesday on this 10-minute bar here or you bought here. And I'm assuming your risk was like these lows maybe.

[00:47:00]love it.

[00:47:02]Uh, April went awesome. I've been kind of closing out of some positions um as of late. I still have to do an April recap, but I bought so many positions in April. It just didn't make sense to do a recap because I still had so many of them open and my month would only get better. Um, which it which it did. Um, so I still got to do that recap. I still have to do u May recap. I might just do a quarterly recap instead since we're now through May. I might just do them both. Who the hell knows?

[00:47:34]Um but I will still do them.

[00:47:42]Guys, I got to get stream started. Much love. Have a super super safe and fun weekend out there. I will see you guys back on Monday.

[00:47:54]I will um probably take it easy today.

[00:47:58]Keep an eye on Nvidia, keep an eye on a handful of names on my list, but going into the weekend, you know, still kind of a news-driven environment. We still have that onoff war thing going on with Iran. And um yeah, not that it really even matters at this point, but I will see you guys uh bright and early on Monday. Later.