Ryan

I'll say it once. My strategy for July 13 is: Everyone wanted: $MU at $1,300 and is hesitating at $979. $SNDK at $3,000 and is hesitating at $1,915. $MRVL at $350 and is hesitating at $235. $CRDO at $400 and is hesitating at $257. $ALAB at $650 and is hesitating at $412. $APLD at $65 and is hesitating at $31. $ASTS at $160 and is hesitating at $73. $LUNR at $42 and is hesitating at $16. Warren Buffett: A lower price feels dangerous only when conviction was borrowed from the crowd. Six months from now, investors will call these moves obvious. Today, they still require patience. Psychology never changes.

I'll say it once. Here is my July 17 strategy: Everyone wanted: $OKLO at $87 and is hesitating at $42. $NNE at $41 and is hesitating at $16. $RKLB at $117 and is hesitating at $67. $ASTS at $80 and is hesitating at $55. $LUNR at $41 and is hesitating at $13. $USAR at $40 and is hesitating at $16. $OUST at $49 and is hesitating at $35. $ONDS at $20 and is hesitating at $7. Warren Buffett: The higher the potential return, the more position size matters. Six months from now, some will wish they had looked past the fear. Psychology repeats itself.

I’ll be clear once. This is my plan for July 17: Everyone wanted: $CRWV at $141 and is hesitating at $73. $NBIS at $244 and is hesitating at $172. $IREN at $81 and is hesitating at $35. $APLD at $73 and is hesitating at $26. $ALAB at $500 and is hesitating at $320. $VRT at $380 and is hesitating at $294. $CRDO at $272 and is hesitating at $208. $MRVL at $253 and is hesitating at $188. Warren Buffett: Selling a stock just because it goes down is foolish. Six months from now, some will wish they had used today’s hesitation. Psychology repeats itself.

Wall Street loved them at higher prices. $OKLO at $87 and is hesitating at $42. $NNE at $41 and is hesitating at $16. $RKLB at $117 and is hesitating at $67. $ASTS at $80 and is hesitating at $55. $LUNR at $41 and is hesitating at $13. $USAR at $40 and is hesitating at $16. $OUST at $49 and is hesitating at $35. $ONDS at $20 and is hesitating at $7. The market tests conviction before it rewards patience. Six months from now, some will wish they had looked beyond the volatility. Psychology repeats itself.

@OdinsDeposition That connection is exactly why I’m bullish—but I separate national necessity from shareholder outcome.

@RyanMarketEdge Oklo doesn't have an execution risk without US national security also having execution risk. They are tied together in a knot.

One last time. Here is how I’m approaching July 16: Everyone wanted: $OKLO at $125 and is hesitating at $45. $NNE at $45 and is hesitating at $18. $RKLB at $210 and is hesitating at $76. $ASTS at $160 and is hesitating at $66. $LUNR at $42 and is hesitating at $15. $USAR at $40 and is hesitating at $17. $OUST at $80 and is hesitating at $38. $ONDS at $15 and is hesitating at $7. Warren Buffett: Higher upside brings higher execution risk. Six months from now, some will wish they had looked past the fear. Psychology repeats itself.

Everyone wanted them higher. $CRWV at $165 and is hesitating at $77. $NBIS at $360 and is hesitating at $199. $IREN at $100 and is hesitating at $38. $APLD at $65 and is hesitating at $29. $ALAB at $650 and is hesitating at $350. $VRT at $450 and is hesitating at $305. $CRDO at $400 and is hesitating at $227. $MRVL at $350 and is hesitating at $206. The crowd wants confirmation. Opportunity rarely waits for it. Six months from now, hesitation may look expensive. Psychology repeats itself.

I'll say it once. My strategy for July 16 is: Everyone wanted: $CRWV at $165 and is hesitating at $77. $NBIS at $360 and is hesitating at $199. $IREN at $100 and is hesitating at $38. $APLD at $65 and is hesitating at $29. $ALAB at $650 and is hesitating at $350. $VRT at $450 and is hesitating at $304. $CRDO at $400 and is hesitating at $227. $MRVL at $350 and is hesitating at $206. Warren Buffett: Selling a stock just because it goes down is foolish. 6 months from now, some will wish they bought. You can’t make this up. Psychology repeats itself.

Wall Street loved them at higher prices. $OKLO at $125 and is hesitating at $45. $NNE at $45 and is hesitating at $17. $RKLB at $210 and is hesitating at $76. $ASTS at $160 and is hesitating at $66. $LUNR at $42 and is hesitating at $15. $USAR at $40 and is hesitating at $17. $OUST at $80 and is hesitating at $38. $ONDS at $15 and is hesitating at $7. The market tests conviction before it rewards patience. Six months from now, some will wish they had looked beyond the volatility. Psychology repeats itself.

I'll make this simple. My strategy for July 15 is: Everyone wanted: $AMD at $750 and is hesitating at $548. $NVDA at $300 and is hesitating at $211. $AVGO at $550 and is hesitating at $389. $TSM at $600 and is hesitating at $420. $ANET at $250 and is hesitating at $182. $CRDO at $400 and is hesitating at $236. $MRVL at $350 and is hesitating at $222. $VRT at $450 and is hesitating at $303. Warren Buffett: A lower price feels dangerous only when conviction was borrowed from the crowd. Six months from now, some investors will wish they had used today’s hesitation. You can’t make this up. Psychology repeats itself.

Everyone wanted them higher. $NBIS at $360 and is hesitating at $194. $CRWV at $165 and is hesitating at $83. $IREN at $100 and is hesitating at $38. $APLD at $65 and is hesitating at $28. $CRDO at $400 and is hesitating at $236. $MRVL at $350 and is hesitating at $222. $ALAB at $650 and is hesitating at $361. $VRT at $450 and is hesitating at $303. The crowd wants confirmation. Opportunity usually appears before confirmation arrives. Six months from now, hesitation may look expensive. Psychology repeats itself.

Wall Street loved them at higher prices. $RKLB at $210 and is hesitating at $78. $ASTS at $160 and is hesitating at $68. $LUNR at $42 and is hesitating at $14. $OKLO at $125 and is hesitating at $46. $NNE at $45 and is hesitating at $18. $USAR at $40 and is hesitating at $18. $OUST at $80 and is hesitating at $42. $ONDS at $15 and is hesitating at $7. A falling price creates fear long before it creates patience. Six months from now, some investors will wish they had looked past the volatility. Psychology repeats itself.

I'll say it once. My strategy for July 13 is: Everyone wanted: $MU at $1,300 and is hesitating at $979. $SNDK at $3,000 and is hesitating at $1,915. $MRVL at $350 and is hesitating at $235. $CRDO at $400 and is hesitating at $257. $ALAB at $650 and is hesitating at $412. $APLD at $65 and is hesitating at $31. $ASTS at $160 and is hesitating at $73. $LUNR at $42 and is hesitating at $16. Warren Buffett: A lower price feels dangerous only when conviction was borrowed from the crowd. Six months from now, investors will call these moves obvious. Today, they still require patience. Psychology never changes.

Everyone wanted these hard-tech names higher. $RKLB at $210 and is hesitating at $76. $ASTS at $160 and is hesitating at $67. $LUNR at $42 and is hesitating at $16. $OKLO at $125 and is hesitating at $45. $NNE at $45 and is hesitating at $18. $USAR at $40 and is hesitating at $17. $OUST at $80 and is hesitating at $43. $ONDS at $15 and is hesitating at $7. Six months from now, some will wish they had looked past the volatility. You can’t make this up.Psychology repeats itself.

I'll say it once. My strategy for July 14 is: Everyone wanted: $MU at $1,300 and is hesitating at $937. $SNDK at $1,900 and is hesitating at $1,673. $CRDO at $400 and is hesitating at $236. $MRVL at $350 and is hesitating at $217. $ALAB at $650 and is hesitating at $362. $VRT at $450 and is hesitating at $305. $APLD at $65 and is hesitating at $28. $IREN at $100 and is hesitating at $38. Warren Buffett: A lower price feels dangerous only when conviction was borrowed from the crowd. Six months from now, some investors will call these moves obvious. Today, they are still hesitating.Psychology repeats itself.

@jeff_bado Yeah, they can hasten anytime now 😂 But honestly, I’d rather see a slow base with improving fundamentals than a fast spike that gives everything back two days later.

@RyanMarketEdge if only those stocks would begin to decide, proceed, continue, hasten, and persist at making us richer especially $MU and $SNDK

@bozorg_mard22 Which one—and what’s the actual bear thesis? “Junk” isn’t analysis.

@RyanMarketEdge Junk stocks

Everyone wanted them higher. $RKLB at $210 and is hesitating at $81. $NBIS at $286 and is hesitating at $219. $IREN at $100 and is hesitating at $41. $OKLO at $125 and is hesitating at $48. $NNE at $45 and is hesitating at $18. $USAR at $40 and is hesitating at $19. $OUST at $80 and is hesitating at $43. $ONDS at $15 and is hesitating at $7. The crowd wants confirmation.The best opportunities rarely wait for it. Six months from now, hesitation may look expensive.Psychology repeats itself.