The Owl ๐ฆ
129 posts
Selling half of $KTOS and $NFLX at 40% each.
The Owl ๐ฆ@_DeepITM
Adding $NFLX $LMND $KTOS for 2027
English
$EWY +21% gains. Still holding the rest of my semi names.
$EWY is now approaching the 1.618 Fib extension - a key level where profit taking is common.
Thank you ๐ซก
Venu@Venu_7_
$EWY - almost 50% SK Hynix + Samsung. This is basically a memory ETF. 2026 memory cycle facts: - HBM demand tied directly to AI GPU growth - Only a few suppliers control HBM supply - EPS estimates for memory names ramping into 2026 - Pricing power returning - Broke out of multi-year base, only +27% so far If memory supercycle continues, EWY is direct leverage.
English
Relative Strength names showed up in my scanner:
$PHG $UCTT $ENTG $MAS $MAR $XIFR $HSAI $HAS $DGX $RNG $CE $ARMK $FBIN $VNET $ESI $ECL $ON $Q $DD $NCLH
strong mid-cap movers today - broad participation across healthcare, semis, industrials, materials, and consumer.
breadth improving quietly.
English