Landon Timothy

Closed out $MU. Still think it could go much higher but 37% in 10 days not bad.

Read the Market Wizards chapter on Kristjan Kullamägi this weekend. The one section that really stood out was when he discussed his drawdown off of his 2021 peak. "I started 2020 with $3.5 million and ended the year at $36 million. It was a thousand percent year. Then I ran that $36 million to a high of $105 million, and the last portion of that move from $65 to $105 million occurred in just a month and a half. For a brief period, just a few days, I was over $100 million. You have to understand what that did to my psyche. It made me feel completely detached from reality. I thought, “I’m going to get to $200 million in six months.” I was completely sure of that. I started seeing trading as a video game, which I kept winning. Measured from my $105 million peak in November 2021 to my mid-2022 low, I lost approximately $60 million. About half of that loss represented the late 2021 retracement of the large open profits at the November peak to the stops on those positions. The initial retracement loss was so large because I was leveraged long at my peak. My long exposure was $150 million—a number I recall because I remember bragging about it to a friend" These boom and bust type tales are as old as time. Look at Jessie Livermore as the classic example. Net worth of $0 in 1906 to a peak of $1.6 billion (inflation adjusted to 2021 dollars) in 1929. Just 5 years later he blew up and owed $104 million dollars to his brokers... Or look at Paul Tudor Jones. Hit one of the most legendary trades in history, making roughly $200 million dollars during the 1987 crash. It cemented him as a legend. His mental coach Tony Robbins said that Jones consistently lost money for the next 4 years after that peak. Dan Zanger parlayed $10,000 into $42 million during the late 90's. Then in late 2000 he took a 70% drawdown when he was 200% long 3-4 fiber optic stocks as the dot-com bubble was popping. Charles Harris reached 8-figures status after he ran up his account over 4,000% from 2020-21, then experienced a -80% drawdown, mostly due to his big TSLA bet in 2021-2022. I have seen a few people speculating on Kristjans story from the outside. Saying "I would have stopped trading at $100 million" or "I would have just taken that money and started investing". To those people I ask if you have ever experienced a real euphoric run in your trading account, let alone turning 5k into 100mil? Extreme winning streaks like the ones above breed overwhelming euphoria and overconfidence. The mind shifts its focus from process to outcomes, with ego-driven decisions overriding risk parameters and rules. From my experience I have found it near impossible to be aware of this at the peak of the run. It is almost like you are blacked out and the greed/ego completely takes over your trading. Then the drawdown begins. The emotions shift from euphoria and greed to revenge, fear, and doubt. This is where things can really start to spiral out of control. It is only after the drawdown has run its course that you finally come back to your senses and your emotions drift back towards baseline levels. Then all you're left with is regret... Few people ever talk about what a big winning streak can do to you. It can literally change the way you think and operate. Often the ability to achieve super returns is also its biggest drawback—a true double-edged sword. To be able to conquer both sides is the holy grail... From the Hour Between Dog and Wolf by John Coates: "When traders enjoy an extended winning streak they experience a high that is powerfully narcotic. This feeling, as overwhelming as passionate desire or wall-banging anger, is very difficult to control. Any trader knows the feeling, and we all fear its consequences. Under its influence we tend to feel invincible, and put on such stupid trades, in such large size, that we end up losing more money on them than we made on the winning streak in the first place. It has to be understood that traders on a roll are traders under the influence of a drug that has the power to transform them into different people."

Took a stab at $CRML. - Hot sector - Inside day - Inside week - Breaking out of downtrend - History of running big

Names that broke out of multi-month and multi-year bases. They need some sideways action but could see these setting for a first flag in stage 2 uptrend. $AEHR $ARM $AMKR $CLS $HUT $MRVL $NBIS $NVTS

$CRWV $CIFR $RKLB $MP $CF $SATS $SOLS All these are looking good, BUT they all have earnings this week 5/5, 5/6, 5/7 so will be pretty hard to get in with a big enough cushion. So will put more focus on these names instead $CRML $GLW $UEC $PBF $ALM $FORM.

$SNDK & $STX could offer some great parabolic short opportunities, I don't think these end in a casual fashion. Waiting for 2-3 gap ups in a row to first get interested in this idea.

@LeifSoreide @ChrisCamillo Got super lucky at the open by hesitating for one second and was able to scoop it at $57.07!

Social signals were there for $COCO. No position, but wow... Look at that sweet google trend from @ChrisCamillo

Had to cut this SOLS for a small loss, Needs some more time.

Keeping a close eye on this $SOLS, recent IPO looking to rip thru ATH. Coming off an inside week as well.

Snagged this $COCO today off the earnings gap. Great earnings and revenue #'s. Been in a neglected base for the past 5 months. Bullish on coconut water I guess. Personally can't stand the stuff but to each their own. 🤣

Ended up having to cut it. Still looks good but with earnings around the corner, may have to wait on this.

Got some really good $RKLB stock on the 20ema bounce + retest of resistance flipped to support. $1.02 risk on a higher flyer name.

Watchlist for this week! $LITE - Tight flag off bullish engulfing day. 2-5 day momentum move into that big $1,000 mark. Totally okay if we go sideways here for a few more days. Larger bases at play: $ASTS, $HYMC, $CIFR, $ONDS, $UAMY C&H: $SOLS, $RKLB Continuations: $NBIS

@musicandwork Hmm interesting didn’t know that. Regardless still in new price discovery territory!

@LandonTimothy_ It was spun off from Honeywell in October of 2025. Didn't have an IPO.

@ShakePryzby1 Oh cmon only by $.13 cents😉next time haha.

@LandonTimothy_ Ayeee love to see it!! For the record, you were late 😉😂👊

This market continues to be about focusing on the few strongest names, stalking them, and being willing to buy them in the hole. Just trimmed a piece of this $AAOI i bought when it finished puking into the daily 20ema yesterday. 5R in four market hours. Bought a full 1R position $136.34, stop $132.62 and just took a tiny Friday trim $154.89 to begin to pay for the risk. Looks amazing for next week now and I have unbelievable stock. There was a time I would pride myself on typing up 2000 names every night and think I'm "working harder than everybody else." Took me a while to realize that was a fool's errand and you should simply focus on the leading stocks. I was looking for chart setups every night and would be missing the best names that go on the best runs because I was focused on chart patterns instead of leadership. The massive adjustment I made was to keep a focus list of 30-40 stocks and be willing to buy them as physically close to support as possible. I am not the trader who does x% of my portfolio for each position. I have a day trader's pedigree and we were always taught the closer you buy off support, the more stock you can buy. If I am risking X dollars per trade, i can buy twice as much if I have a $3 stop versus a $6 stop. AAOI here ended up my 3rd largest position on this entry simply because I'm risking 0.5% of my account and buying as close to support as I can. K.I.S.S.

@Jake__Wujastyk $OPAD

There’s a sleeper out there everyone literally forgot about. Which one is it? No, it’s not $JD, $ONDS, $UP or $BMNR.

@ShakePryzby1 I feel this on so many levels.

Dear Stock Gods, I have slimmed down on my $TSLA to have a much more reasonable position. Wasn't sure whether or not you had this info. You can start buying now. Thx 🙏

@LeifSoreide @NickDrendel Congrats Nick! Great YT video as well

Glad to see a few of our former and current members at championteamtrading.com in the top 10! I know @NickDrendel has worked on his game full time for years and has earned that 60% 1 month gain! I think Martin is one to watch too, he is fully committed to the process. 💪To everyone else, go for it! See Nick's talk here we did on shorting: (a timely repost, timing is everything!) youtube.com/watch?v=QSLS2E…

@NWischoff Just did the same thing but got all the furniture included in the home price! 🙏

Bought a house last weekend. Was staged so well I asked the staging co to buy all of the furniture. Thought it would cost a fortune to furnish 8k sf. $28,000. There is something here.