IPODave

$MU got some $721s hit so nailed that first support level - but really won't get serious about name until we bounce $650s

$MAIR finally got options months after while $FRVO gets options first days. Funny how that works:)

$EROK $18-$22 is a buy - another yield land play as I did well w $LB. Fairly valued but they do have a new deal in the pipe so will hold but size nearer IPO price

IPO - $FRVO is my new fav of IPOs even though early. Any new contract w another Tier 1 hyperscaler along w $GOOGL will have this trading $15B mkt cap just off backlog if they can get 3-4 deals over next 18-24 months I see double that mkt cap as a quick & reliable off-grid energy provider. Really want $32-$35 shares

$PCSC is my spec SPAC - Freenome at just over $1B is value vs $GH plus deal with $EXAS acquired by $ABT

$BXDC - developing story on what assets they plan to put into this REIT. Target rate 5.5%-7.5% - I expect Blackstone will get access to the top quality Data Center assets and if so this REIT will become in demand. For now sit in $19.75 size as my LT yield play

$FRVO - gave us a 2 second pullback to $37.50 now buyer rushing back in - good action but didn't get my bids filled $32-$36s yet:(

If we get a period of market weakness all new IPOs have 20%-30% pullbacks - so again wait it out pick your spot again. $MAIR been excellent for us but now downside cb $32-$35

$CRBS - $50B is the level i’m more interested in this name until than just own tokens adding every $40 down

Remember how the market works - market ignores bad news until it has a window to worry. With meat of earnings over and raising interest rates, we could have a period of worry. So why get in front especially w so many parabolic charts out there??? Sit back relax pick your spots - look at that charts

$MU - based on chart first stop sb $650 level not that $700 from Tuesday - if $650 doesn't hold than we back to $500. So got your buy levels

For the momo indicator - watching to see if $MU holds that Tues low level of $705. If it holds, mkt might get contained, if not we will get that hard reset many have wanted to see to build stronger charts, $SNDK already under those Tues lows of $1367

IPO indicator worked again - now have plenty of cash to build on a potentially large pullback here. May be OPEX related one day downdraft but mkt needs to reset for another large run into the SpaceX IPO later June to end 2ndQTR strong but for now charts too too steep. Reset

Interesting how $SNDK weaker vs $MU today. Again names were held up for $CBRS IPO - so now let's see if we get the same pullback we saw earlier this week....

What I prefer is for my fav IPOs to hang out or down after opening than get options out - look forward to when $FRVO throws out options and pulls back to mid high $30s if so I'll look at some sized calls

At some point traders will realize the uniqueness of $FRVO

$CBRS - token adds $350, $301, but really won't get serious about adding into under $250.

$AIAI - holding my $12s in name in case traders find this direct listing by next week