$Schwab U.S. Large-Cap Growth ETF(SCHG)$ we can't be 100% sure that we will buy at highest or lowest, but we can be 100% sure that we will buy at average. Just keep buying.
$ASML 20260717 1440.0 CALL$ Yesterday, the market took a sharp turn with a midday drop that saw ASML dip about 2.1% to its lowest point. I took the opportunity to buy a call, though I didn't quite catch the absolute bottom, which meant I couldn't execute my usual quick in-and-out trade and had to hold it overnight. Today has been a completely different story, as the chip market is on a tear following Intel's earnings blowout and AMD's strong performance pulling the Nasdaq higher. ASML is benefiting from this renewed momentum, allowing this call to turn a decent profit in just two days.
$ARM 20260515 145.0 PUT$ position, but it seems I took a different action – selling another CSP. Let's hope tonight brings a favorable result. [Happy] [Happy]
$VanEck Semiconductor ETF(SMH)$ Going parabolic... At ATH again... Seems overbought... Should be due for a pull back soon... Regardless.. semiconductors is the foundation for modern economy...
2026 IS THE YEAR OF PHOTONICS • $Corning(GLW)$ glass fiber & cable infrastructure for optical networks • $Marvell Technology(MRVL)$ optical DSPs & custom interconnect silicon for AI clusters • $Credo Technology Group Holding Ltd(CRDO)$ retimers, DSPs & active cables for rack-level signal integrity • $Aehr Test(AEHR)$ burn-in & reliability test systems for photonics & AI hardware • $Ciena(CIEN)$ optical transport systems that move long-distance data traffic •
From $INTC to $NOK to $CRCL: Spotting the Next “Obvious” Trade
The biggest trade opportunities tend to have the most obvious catalysts. I've even struggled in the past taking trades that seem "too obvious"... But came to the conclusion that the best trade ideas always have the biggest catalysts. period full stop. Here are recent examples of "obvious" trade + what I see next: 1) space trade - in dec '25, elon confirmed spaceX would go public > the "too obvious" trade was to go long anything even remotely related to space ...results? every space name running 100%+ 2) the $Intel(INTC)$ trade - in august '25, the us gov't took a 10% stake in intel > the "too obvious" trade was to load the boat on $intc ...results? +400% in less than a year 3) the $Nokia Oyj(NOK)$ tr