moon🎴
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Kids wanted me to watch an anime show with them. Something called “One Piece.”
We watch some episodes. It’s actually really good. I’m getting into it.
Then I look closer.
1,165 episodes. Running for almost 30 years.
What am I supposed to do now? I don’t think I can sign up for that kind of commitment.
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@DataCenterMilly $ORCL is more aligned to openai no? Neutral to bull side I guess
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@fundmyfund This was pinged for me in the past. I had it as if you believe in Intel working out, this one will work in conjunction
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$PDFS never heard of it. Has begun screening of late.
This is why I love charting, it can lead you into some names you'd never know about. Same way I found $AXTI Dec 2025.
Interesting co from the looks of it; not gangbuster growth but the chart says people want in.
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PDF Solutions is a semiconductor yield improvement and data analytics company.
They provide advanced software, hardware, IP, and services that help semiconductor manufacturers (chip makers) collect, analyze, and act on massive amounts of manufacturing and test data to:
Improve yield (percentage of good chips produced)
Enhance quality and reliability
Reduce costs
Speed up time-to-market

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My Portfolio Update - June 12, 2026
🟢 My Portfolio: +41%
🟢 S&P 500: +9% (Benchmark)
Holdings:
===================
$CRDO 19%
$SNDK 17%
$ALAB 16%
$MU 14%
$LITE 13%
$SITM 9%
$NBIS 9%
$BE 7%
Portfolio is 106% long.
Changes this week:
===================
With this last week's market drawdown, I consolidated my portfolio to my highest conviction names. That meant I departed with my two Tier 3 holdings. Sold $ONDS mainly because of too much dilution and sold $KRKNF because of still trading in OTC. I am not a good stock picker when it comes to illiquid markets.
Portfolio Summary:
===================
Portfolio put up a 20% week compared to S&P 500 1% week. That is absolutely nuts. $SNDK, $MU, $CRDO, $ALAB and $SITM all had monster weeks. When you hit 5 home runs out of 8, then you get a week like this. Heck, I would take 20% for the year.
Anyways, everything feels too far too fast. Definitely portfolio all time high day and feels a bit too easy. I had this same feeling last September. If you follow me, you know how that turned out. I did not see all time highs form the next 7 months. So I won't be surprised at all if my stocks take a breather here.
Currently, these are the best 8 stocks I can find in the market.
5 Tier 1s: $CRDO $ALAB $SNDK $MU $LITE
3 Tier 2s: $SITM $NBIS $BE
Personally, I decided to trim very little in this run up from April. My goal is to ride this second wave that's starting now. As you know, I believe markets will grind higher for a while. So I want to be positioned with the best names going into this second phase.
I will buy protection by either selling covered calls or raising cash but I need to see a breakdown and then a weak retest of the highs. That will convince me that we are starting distribution phase.
For now, I still think if Semis rally, we can get to much more overvalued valuation levels.
Have a wonderful weekend all. Cheers!

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@fundmyfund Ohh crap. I thought it was conditional that's why I mentioned my trigger. My fault
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@its_moonberries The post literally says I did hah
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⛱️ Started $ALAB via $LABX 2X ETF for the 3rd time
I am 0 for 2 on these breakouts
Maybe 3rd time is the charm

Fund.Drone.DefenseTech.Photonics $LPTH $UMAC 🐋@fundmyfund
🪚EXIT $ALAB immediately failed; I took a quick 7% loss on the 2X ETF in an hour That's the feedback the market gave me, I will heed it. Down to 2 trading positions. Entered day with 0.
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Just secured my final SpaceX ($SPCX ) IPO allocation — 10.4%!
Higher than what I got in the recent Cerebras ($CBRS ) IPO.
Early performance is strong too:
SPCX +22.88% | CBRS +14.75%
Long-term believer in SpaceX’s vision. 🚀
#SpaceX #SPCX #IPO

Papa Johns@SVTrivo
IOI confirmed for SpaceX IPO @ $135. Keeping my fingers crossed for a good allocation tonight! Let’s go 🚀 #SpaceXIPO
San Jose, CA 🇺🇸 English
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