bryan

We officially batted .1000 9/9 for every single position this earnings season with some doing better than others Held into every earnings report without "derisking" a single share Day after earnings report performance: $MXL +76% $OSS +57% $VECO +25% $AMD +23% $SYNA +19% $Q +10% $POWI +3% $HLIT +1% $PENG bought post ER All companies are firing on all cylinders and most are just breaking out of extremely high time frames Every thesis has been posted publicly

@goingtobillions @dolores_capital L E A D E R S

@BryzonX @dolores_capital I like DDOG, PLTR, PANW

@dolores_capital Cyber definitely leading but a lot of the SaaS stocks on my watchlist went from -5% in pre market to green on the day I’m not interested in the basic ADBE, CRM or NOW SaaS stocks

@CheddarFlow They're about to dilute aren't they

$META has the most BEARISH flow by far today

@anandragn ZS looks so fkn good

Cybersecurity remains red hot $PANW $CRWD $OKTA $FTNT $RBRK $ZS $S

@StonkChris 100% We are getting some crazy setups that look ready for some multibagging

$IGV had its opening dip swallowed up almost immediately this morning. I still believe software is the most discounted major sector in the market. It’s climbing a massive wall of worry, with a new wave of AI disruption fears seemingly appearing every day. I would rather be a net buyer into that broader sentiment.

@uncalledcapital Bingo 🎯

@BryzonX It was already priced in

When bad news can no longer keep SaaS down What mean?

@nicaqs Very interesting developments

@BryzonX Pamp.