Stock Stalker UK 🇬🇧
182 posts

Stock Stalker UK 🇬🇧
@StockStalkerUK
Tracking my favourite stocks in the market | Not Financial Advice 📈


Need to hold myself accountable. EoY goal : £40k.



$MRVL - Marvell Technology is following the $MU playbook almost to the letter. If this holds, Marvell Technology could be gearing up for a massive leg higher very soon. Pay close attention to the white boxes on the $MU chart (bottom), the price consolidated at the previous All-Time High before launching its next leg up. I’ve highlighted the exact same price action on $MRVL (top). The behaviour is identical: a breakout attempt, a brief rejection to a local low (the smaller white boxes), and then a massive absorption of supply. $MU eventually ripped once that consolidation was finished, and $MRVL looks primed to do the exact same thing! NFA


$AAOI is actually my favorite photonics exposure in the US market right now. I went long last year with low sizing at $28, back when I guessed they were qualifying with $AMZN and $MSFT. High conviction post earnings at ~$70, when they announced 1.6T and other volume orders with hyperscalers. Capacity projections at $90 for 2027 timelines were bullish. Now at $150, the story from 2025 is coming together with all the laser fab bottlenecks, GS optical TAM projections, Made in America efforts, $NVDA / $AMD discussion rumors. The only thing holding them back is ATM after ATM, and now another $600m ATM… I personally think it easily rerates once the mechanical selling pressure stops. And personally think it could be a 4-5x return in 12-24M. Also I don’t know who calculates those forward p/e’s on the screener websites but they’re all extremely off.







@aleabitoreddit It was included in the March 2026 blueprint. Let’s see the publication of today and the proposal for EU CHIPS ACT 2.0

There’s one very compelling name someone called out. That I ended up taking positions in for power semi exposure. Heavily tied to $NVDA but not directly mentioned like $NVTS. Can anyone guess?





$MRVL - Marvell Technology is following the $MU playbook almost to the letter. If this holds, Marvell Technology could be gearing up for a massive leg higher very soon. Pay close attention to the white boxes on the $MU chart (bottom), the price consolidated at the previous All-Time High before launching its next leg up. I’ve highlighted the exact same price action on $MRVL (top). The behaviour is identical: a breakout attempt, a brief rejection to a local low (the smaller white boxes), and then a massive absorption of supply. $MU eventually ripped once that consolidation was finished, and $MRVL looks primed to do the exact same thing! NFA




$KSCP - Knightscope is a tough one to look at right now. The chart is admittedly ugly; the stock is in a long-term downtrend and currently trading well below its major moving averages. The reason it’s down so much? Consistent dilution and a high burn rate have weighed heavily on the share price. However, we are currently sitting right on a major historical floor. The level around $2.45 acted as a significant bottom in May '25. If you’re looking for an entry zone, this is the area where the risk-to-reward ratio finally starts to favour the bulls. Why I’m still watching: I'm a fan of their RaaS (Robots-as-a-Service) model. They own the hardware but rent it out and manage all software updates in-house. Crucially, these are "American-made" at their Silicon Valley headquarters using a solid supply chain: Manufacturing: E and M Inc. (automated manufacturing) Components: Quigley's Auto Body (body panels) Sensors: $OUST (Lidar sensors) Power Modules: $VICR We stay patient here. I’m watching for a double-bottom confirmation at the $2.45 level before believing in a real trend reversal. Robots seem to be a hot topic as of lately! NFA



$BKSY - Blacksky Technologies is playing out as expected. Trying hard to break above that $40 level, as I said, once this breaks and confirms support, there isn't much in the way till $60. KEEP THIS ON YOUR WATCHLIST! NFA




$NOK - $600K Call buyer


$NOK - Nokia continues to be one of my best-performing stocks. It seems like they have positive news flow every other week. From $NVDA and $LMT to Anduril, the list of high-level connections continues to grow. I am still waiting for an $NBIS x $NOK partnership; it would make perfect sense given their geographic locations and shared industries. That being said, because of the large market cap, it takes more than a single catalyst to move the needle. Doubling a $75b company isn't going to be easy. As seen on the quarterly chart, we are currently testing a massive multi-year breakout. On the 4H, we are repeating a "staircase" process: breaking out above $13.50–$14.00 and holding it for support. Once this level is fully flipped, there is very little resistance until the $17–$18 range, with $24 as the next major target. The more this ceiling is tested, the more explosive the eventual break will be. My average price is $7.95 🚀 NFA #Nokia





