Dev Soni 🇮🇳 🇨🇦

@mathlonning True but that’s brutal if it hits $10

@SoniDevashish06 If this stock went to 10$ (assuming nothing changes) I’d make it my largest position honestly

$HAWK lock up expires early November, so many more shares will be available to be sold. Something to keep in mind, among the recent weakness

@mathlonning Close to ATH?

I bought some $IBKR today. The platform is superior to any brokerage available for retail.

@AtlasShrug1 Which names if you could share?

Selling into this today, taking exposure back down to about 35%. This is exactly the kind of violent rally you get when the primary trend has turned down. Reducing some of the tech exposure I added w/ some names up a silly 15% today alone while rates, the dollar, and oil are all moving in unfriendly directions. —JG

@SushantJos39350 That’s Michal Bury 💎

Will consider/revisit $Lpk below 13€, $BB (below 8$), $SMTC below 100$, $ATS.VI below 130€, $Nok below 9$ $RELL below 14$ Puts on next week pump $ALAB, $SPCX , $AMPG $INTC if it pumps after earnings.

$OSS $SILC $OCC (below 13$ is a steal) $WYY ( I dont think insider's will sell at these levels now) I only have leaps $Nbis ( below 140$) $025560.KS (HALTED) $BWEN $NNBR (below 3$) $HPE (around and below 40$ leaps) More speculative - $MRLN $WOLF $Sht $INDI $SHMD (below 3.8)

@Gubloinvestor I would start a small position here with 2-3 years in mind. It can definitely go lower, but seems comfortable starting a position here

$NFLX is down -45% Will you buy this now at 52 weeks low or will wait for few more months to buy it cheaper?

@mathlonning Waiting

$ACMR is reaching a buy zone for me. My biggest gain of my life. Can’t wait to be back.

@_MHequities Hedging surely helps..

Only a very small allocation… just a hedge while I remain heavily net long. This week has not been kind overall, and should continue for at least another month or two imo. $ALAB $SPCX $AXTI $AAOI and $IREN I’d recommend doing the same (buy puts or covered shorts just to hedge long term conviction) on the next bounce

$ASTS puts should be printing tomorrow

@mathlonning Exactly looks like that

$MRLN might actually go to 0$ tough month for them

@mathlonning Very well explained.. emotional investment

Many investors eventually learn that patience is one of the most valuable edges in the market. Chasing momentum rarely leads to consistent outperformance. Let’s look at $TRT as an example. When the stock began to rally, many investors rushed to buy above $15, not because they understood the business, but because the stock was moving higher and attracting attention on twitter. Then, as the company entered one of its typical periods with little news flow, sentiment reversed. The same investors who were enthusiastic near the highs began to panic during the drawdown, questioning whether they made the right choice, despite the investment thesis remaining largely unchanged. By the time the stock traded around $10, many were convinced it was headed to zero, even though little had fundamentally changed since the earnings report that previously sent the shares above $21. Some will likely exit now, locking in losses, only to miss a potential recovery if the upcoming earnings release reinforces the long-term thesis. Successful investing requires patience, independent research, and conviction grounded in fundamentals rather than price action. It also requires disciplined risk management. Concentrating your portfolio in a stock that has already risen 50% in a single day is rarely a prudent strategy, regardless of how compelling the story appears. This serves as a reminder to always do your own research. Do not blindly follow others.

@Gubloinvestor Safe haven

SaaS is showing very much strenth here meanwhile Semi is cooling off. $BRZE ran nearly 40% in 3 weeks.

@Gubloinvestor Let’s see, currently it’s descending..

@SoniDevashish06 Insane short float..

$MRLN creating new bottom everyday!!! Wish; I had more cash

@SushantJos39350 That’s true, and may be where the Actual Revenue is..

@SoniDevashish06 It dosent matter how big of a contract they get. Market wants to see the backlog conversion rate with 2 of the biggest war on stale. Maybe a few more month till we see next liquidity cycle kicking in

Modiji on Australia Tour.. Would he sign a deal with EOS.AX?

@mathlonning Interested to know your plans and conviction. Awaiting your post..

Over the last year my highest conviction stocks went from $ACMR to $TRT and now $HAWK $ACMR $TRT moved so quickly I ended up letting go, but I plan on taking my time building up my $HAWK position.

@mkfilko What a trade?

Bullish for Mirae ($025560) which unfortunately is halted for trading till 24th July due to a stock split.

@SushantJos39350 Yes now just collecting more funds, no more avg down

@SoniDevashish06 It'll fall more keep a small position only

@SushantJos39350 I like to buy and accumulate Legendary stocks.. @SushantJos39350 Thank you for bringing this to me 🙌🏽

@SoniDevashish06 I really dont think anything big will happen to this stock for some time but eventually around winter or start of 27 it'll be legendary

$MRLN will go to $0.. Or….