ABCTrading

Added more to my $mp position after hours.

Great beat for $MP

Seeing way to many my account is getting rekt today, for the rally we just had.

@MichaelPBento You will get one of these bearish posts right at some point lol

SPX and SPY options flow has been extremely bearish all day. And now SPY is putting in a DeMark 13 count sell signal on the 1H with an overbought RSI. But I'm sure half the comments this post gets will be "durrrr dum beAr, stOks onLy gO uP."

@ShakePryzby1 Trump is going to want a guy to blame on his intel position. Tariffs incoming on trading point lol

When you single handedly top the entire US stock market with your tweet pumps. It was a good run folks 😂😂😂🥲 $ARM #SeeYouAt160soldier 🫡

Not planning on anything tomorrow. Just risk/ reward up here is not there waiting for some unr’s

@TraderJohnny_ that was a nice buy yesterday, that rip off the open made it hard for me to get situated, something I need to back test and learn how to get into these rippers at the open.

Think $DOCN has potential to be one of the new market leaders this year. Took the #1 spot in my portfolio today as I trimmed some $MU pre-market. The 1min ORB through previous ATHs yesterday was a gift.

@FranVezz Rather they do that then blow off next two/three days, means they got a lot more meat on the bone and I can add back some size again after being a trailer position last few days.

We all know how hot $MU, $SNDK etc have been. They could blow off. But what if they do this?

@i_manage_risk I added some on Monday lol I have a 60% position now (stupid size) but the market isn’t telling me to be cautious yet.

You panic sold instead of buying the first pullback to the 20ema after an ATH????? AHHAHAHAHAHAH

Took some $glw on unr of previous highs

@realSharat @ShakePryzby1 buying Intel once a week will also be mandatory

@ShakePryzby1 The year is 2033. Trump is beginning his 4th term. QQQ is 43 ATR from the 20d. Trimming longs is declared an act of treason and short selling has been illegal since 2031, punishable by anal probing by Scott Bessent.

Ight im trimming some stuff after hours here this post was now 1.5% ago lol sue me!!!

Nice action this morning $mu and $sndk deciding not to go parabolic means, they likely form another base get tight and move again, means there is a lot more in the tank for them.

@Leo_Traydes Yes

Anyone else kind of concerned how this entire app is agreeing upon how memory plays like Micron and $DRAM are just getting started? Micron is up like 100% in a month and all of X still thinks it’s a fantastic opportunity I’m not disagreeing by any means and I even tend to agree, but something about everyone being on the same page seems odd to me

@PurpleDrink_LLC @TSDR_Trading that's all I am seeing right now, this time is different, you are stupid for trimming, third gap up in a row now puts this in parabloic stage

Just a heads up @TSDR_Trading

Hello ? lol $qqq's with a second gap up of over 1% in a row, likely printing a yellow dot extension from the 50 day, (something that has never happened in history) but sure we aren't extended lol.

@PurpleDrink_LLC Agentic ai basket $docn, $fsly look interesting in a few weeks

new ones emerge

@DavidLund6 @WheelieInvestor Sounds like Nvda have all the incentive to produce a chip that requires a 1/10 of the memory needed.

NVIDEA is 10-20% of Micron’s business and is growing GPUs at 30% per year and each of those GPUs are growing at 50% per year. NVIDEA alone is taking close to 100% of this increased demand and they have an 80% margin on those GPUs and those GPUs are a replacement for labor that is far more expensive, roughly 50% of the economy and takes years to decades to improve. Between FY 2027 and FY 2028 prices will go down and there will be a new normal, but no one is understanding how severe the shortage is going to be in FY 2027.

It seem like nobody can comprehend why $MU can rise 700% in a year and still be undervalued I'll explain... Let's use $NVDA's rise in 2023 as an example. Nvidia's rise was widely viewed as extremely fast and large-scale, but it is nothing like what MU is doing now. Below are two tables that show EPS growth for $NVDA (top) and $MU (bottom) Between 2022 and 2025, $NVDA grew their annual EPS from $0.38 to $2.94. From 2023-2024, their YoY EPS growth rate was 600%. At the time, this was huge and unheard of. But that's until $MU came along with their numbers from the last 1-2 years. From 2023 to FY 2026, $MU grew their EPS from -$5.34 to $57.10 or roughly 1,169% growth. Of course, 2026 is not over and $MU hasn't reported their Q3-Q4 earnings but with production already fully backordered through 2027, it is safe to assume they will meet these levels if not surpass them. $MU is not overvalued. It is sitting at a 6x forward p/e. The real reason behind this huge move in the last 1.5 years is the insane rates of EPS growth and extreme demand for memory that $MU is the market leader for. We are witnessing one of the most insane moves in stock market history. Bottom Line: $MU is not overvalued. In fact, they are cheaper now than they were last year. $MU is still giving one of the best opportunities in the market even after a 700% rise in share price

@NickSchmidt I am starting to get scared of my gains and just wanting to cash out lol, sentiment with memory names on here too is wild seemed everyone is saying memory is no longer cyclical which makes no sense lol.

@ABCTrading12 I have no idea starting to feel like some fomo chasing

If $MU goes up 10% everyday for the next 165 days I’ll be richer than Elon

@NickSchmidt What is going on lol, is this why peak .com felt like lol

At this pace 87 days

Trimming more $mu here