TapeVector

I started investing with $20,000. This was all the money me and my wife saved in 10 years. My first stock was $LMT. I bought around $200. Price dropped. I got scared. I sold for around $10 loss. I thought this is not for me. A few weeks later I tried again. I bought $BABA. Same thing. In 2018, in Romania, I had a poor relationship with money. I did not understand risk. I did not understand volatility. I did not understand business quality. I did not understand market cycles. So I started reading. Warren Buffett. Benjamin Graham. The Intelligent Investor. Investing for Dummies. Every investing book I found. Then I started building my own system. A system for finding stocks. A system for reading charts. A system for buying weakness. A system for holding when the thesis is alive. A system for selling when the risk changes. I made bad decisions. $WYFI, bought $32, sold $18. $HIMS, bought $35, sold $20. $AUR, bought $6, sold $4. $MDAI, bought $2.30, sold $1.90. $ARBE, bought $2.20, sold $1.90. $IREN, bought $60, sold $51. I also sold too early. $NBIS at $150. $BABA at $135. $OKLO at $110. $ORCL at $125 before price went near $300. But I also found serious opportunities. $META at $101. $AMZN at $83 after split. $GOOGL at $85 after split. $COIN at $34. $MARA at $3.34. $MSTR at $135 before the 10 for 1 split. $NVDA at $139 before the 10 for 1 split. $PLTR at $21. $ARM at $101. $RKLB at $23. $TSM at $64. $AMD at $58. $BABA at $64. $NU at $3.70. $IONQ at $7.53. $OKLO at $17.90. My road was not clean. I lost money. I sold winners too early. I bought some wrong names. I got scared more than once. But the good decisions were bigger than the bad ones. Now my main account is up almost 300% in 5 years. I am still learning. I am still improving. I still make mistakes. This profile is where I will show how I think as an investor and swing trader. No fake certainty. No perfect record. No theory without skin in the game. Only process, charts, companies, entries, exits, mistakes, and lessons. I just want to share my ideas, my charts and my research.

Imagine: "just believing in yourself" then boom you're a #trillionaire @elonmusk

$SOFI rejected the 3rd try to pass the resistance, can we tray a 4th time? the 2D chart looks like it wants to try again. On the weekly the the ribbon is starting narrow, maybe if ewe brake the resistance on the 1D, and we close inside the ribbon on the 1W we could see a reversal. If not then we will move through the channel $20-$15 until something brakes.

@stockswithtom You just might if we can get above the level I pointed in my post.

Did I catch the bottom? $SOFI

@stockswithtom Below $1B MC that is the sweet spot for me.

At what price would you step into $SPCX?

@JonkooTrades Ok, thanks

@TapeVector Always dude! Tag me in it !!

I have spent weeks pulling on $TRT threads. They lead to five of the biggest names in chips. From one corner of Penang. Here is the full web, ranked honestly by how strong each link is. DOCUMENTED ↓ $AMD → Largest customer in 2002-03 (31-32% of revenue, in the 10-Ks) → New $5.3M AI GPU burn-in order → AMD's 209k sqft AI lab is in TRT's Penang backyard $MU → A live TRT job posting places an engineer "based at MMP" (Micron Memory Penang) → Supporting Micron's SpecTek labs → Named in writing OWNERSHIP WEB ↓ $NVDA → TRT's landlord and NationGate share the same owner → NationGate is an Nvidia AI-server OEM → Ownership thread, not a signed contract $COHR → TRT leases from the SkyGate group → Same group owns the building housing Coherent's Penang R&D center → Same property network INFERRED ↓ $NXPI → TRT's $2.5M automotive order came from a "leading automotive IDM" → NXP fits the profile cleanly → An inference, not a confirmed name Two documented. Two through ownership. One inferred. Not all five are equal, and I am not going to pretend they are. But step back and look at the whole picture. AMD. Micron. Nvidia. Coherent. NXP. One 67-year-old microcap. Sitting in the middle of all of it. In one industrial cluster in Penang. Revenue +124%. Still ~$200M market cap. DYOR. Not financial advice.

Yeah man I hear you, I dropped $MSFT from my long term, I hold and added dips 4 years and was only up 24% at the beginning of the month, and reoriented towards $ANET (up 8%) and $AVGO , don’t know what is happening with the software. $BABA also was part of my long term until the beginning of last year when I dropped it for $TSLA and that worked awesome.

$MSFT is reaching $BABA level of disappointment, which is very hard to accomplish. I have both of them long term, started buying a little heavier down here.. but the drop continues. Also starting to get heavy into $NOW which drops daily at this point also. Software dead or???

In short, I like the future of the business, if the execution is a success then this is a possibility of a wide moat, $RKLB is a more in the future business than $ASTS , I like both but the the best possible close future and wide moat business is ASTS, this is imho. Not financial advice.

@TapeVector Why is that?

Which one is the better buy right now: $ASTS or $RKLB?

@AdrianLaFosse Glad to be of help

@TapeVector Outstanding work here! Thanks a bunch!

The market improved, but leadership is still selective. My market journal, not financial advice. I updated my relative strength dashboard. This is not a buy list. This is my market structure map. The system shows where relative strength is concentrated. It shows which stocks are acting better than their benchmarks. It shows which sectors and themes are producing candidates. It also shows why some names pass and why others fail. I looked at both tabs: Dashboard Charts: fast visual read. Analysis Dashboard: evidence layer. Last refresh: 2026-06-16 Current dashboard pulse: 488 total candidates 145 trade ready 54 setup watch 289 research only 87 A leaders 88 B candidates Average swing score: 60.4 Top sector: SMH The first read: Market structure is better. Trade ready names are strong. A and B quality candidates are both meaningful. Average swing score is above 60. That tells me the market has real pockets of strength. But the leadership is not broad and equal. It is still concentrated. Top sector and theme pockets by quality: SOXX: 45 names Avg swing 74.0 XAR: 8 names Avg swing 71.4 SMH: 94 names Avg swing 71.2 CIBR: 5 names Avg swing 69.3 DTCR: 28 names Avg swing 65.6 XLK: 31 names Avg swing 65.2 ITA: 14 names Avg swing 63.6 WGMI: 9 names Avg swing 62.6 XLI: 77 names Avg swing 62.1 XLB: 44 names Avg swing 60.7 My read: Semiconductors still lead. SOXX has the best large quality pocket. SMH has the biggest leadership cluster. XAR remains strong but narrow. CIBR is interesting because the quality is high, but the sample is small. XLK is solid, but not the best pocket. XLI and XLB have breadth, but lower average quality. That matters. Count alone is not quality. A sector with many names is a leadership cluster. Not a buy signal. The reason code table is the most important diagnostic. Main reason codes: FAIL_DAILY_WEAK: 200 names PASS_TRUE_LEADER: 76 names PASS_TRADE_CANDIDATE: 69 names FAIL_WEEKLY_WEAK: 58 names FAIL_PRIMARY_20D_UNDERPERFORM: 34 names FAIL_QQQ_20D_UNDERPERFORM: 12 names WATCH_NEW_ROTATION: 10 names This tells me the market is better, but still uneven. A lot of names still fail daily strength. Some fail weekly structure. Some are not beating their own benchmark. Some are not beating QQQ. That means the dashboard is not showing an easy everything rally. It is showing selective leadership. Class distribution confirms the same thing: 170 strong theme / weak stock names 117 former leader / no entry names 88 B trade candidates 87 A true leaders 24 new rotation candidates This is a useful mix. The A and B groups are strong enough to review. But the C groups are still large. That means many names are information first. Not execution first. Top true leader and trade review names include: $ACMR $AIP $AMAT $SNDK $UCTT $LRCX $COHU $TER $ONTO 6488 $VECO $TTMI $MKSI $KLIC 4062 This list is heavily tied to semiconductors. That is the clearest message in the dashboard. Equipment. Semi process. Testing. Storage. Advanced manufacturing. The market is still pointing there. Top tactical acceleration names include: $QMCO 285A $SIVE $ARM 6981 $VATE $ALAB $BFLY $WDC $ENGS 6488 $CRS $CLOV $STX 1303 This is the now list. Strong tactical relative strength. But tactical strength is not automatic trade quality. The chart still has to confirm. New rotation watch names include: $CLOV $ARQQ $LNAI $ORBS $SCLX $HROW $TMDX $HIMS $TEM $BLZE $NTLA $NXTT $MRNA $PRCH $AVTR These are early rotation candidates. Watchlist first. Confirmation second. Execution last. The strong theme / weak stock group is also important: KEEL QBTS RGTI RTX HEI PXLW TXN CLSK HIVE XNDU SYNA LAES BZAI IONQ POET These names sit inside stronger themes. But the model is not treating the individual stock as a clean leader right now. That protects me from lazy theme buying. A strong theme does not mean every stock inside it is the right vehicle. Final market read: The market is improving. Semiconductors remain the core strength zone. SOXX and SMH still matter most. XAR, CIBR, and ITA are worth watching. WGMI and QTUM show theme strength, but stock quality is mixed. Industrials and materials have breadth, but not the same quality. Healthcare has some rotation names, but weaker overall average quality. The dashboard gives me the map. Manual chart validation still comes next. This is not a buy list. It is a relative strength screening system. Price first. Relative strength second. Theme confirmation last.

@RosannaInvests Yea there are always opportunities in the market, thanks, congrats to you on your winnings, and also on your great posts, I like waking up and reading good and interesting posts in the morning, thanks for that.

@TapeVector I like the others too! There are always opportunities! 👍👍👍 congrats on your wins!

🔌The AI data center has a power-delivery problem. Silicon carbide and gallium nitride are the chips that solve it. The map 🗺️ 🔸Wide-bandgap pure-plays → $NVTS $WOLF 🔸Diversified leaders → $ON $STM $IFNNY $MCHP 🔸AI power delivery → $MPWR $VICR $POWI 🔸Picks and shovels → $ACLS $AEHR $XFAB Not early. From here it’s a valuation game, not a story. 🧐

@ConsensusGurus 🤣🤣🤪🤦🏻‍♂️

You lost all credibility at 'do they look cool? Debatable'

@RosannaInvests Nice, I sold $NVTS last year at 15, and never cam back in and I am so sorry, I got my chances at 8, 9 and 10 but never reentered. Big mistake 🙈🤦‍♂️

@TapeVector And I hold the first one! 🤣👍

@HunterAllen4 @gulVasikova Totally interesting

@gulVasikova $BIRD is interesting

$BIRD 📊 Trending Stocks to Watch 🛋️ CarMax $KMX is back in focus as investors debate whether the company’s turnaround has staying power following its latest earnings report. 👟 Allbirds $BIRD grabbed headlines after announcing a major rebrand to Smartbird and appointing a new CEO to lead its AI-focused transformation. The move signals an ambitious effort to reposition the company beyond footwear and tap into the growing AI trend. 🪑 La-Z-Boy $LZB also attracted attention, with shares moving higher as investors reacted positively to its latest results and outlook. From retail and furniture to AI-driven rebranding, today’s market shows that companies willing to reinvent themselves are capturing plenty of investor interest.

@R1chardMaur1ce Interesting move there 🤔

Sold $WOLF for a 1% loss and bought $KEEL which shows stronger momentum. Measuring KEEL against WOLF shows KEEL as the faster horse. Sure it can 180 in my face tomorrow but hey, I got to work with what information I got

$ASTS is and must be a triple digit stock

This is bad, I was studying $INTC for a possible initial position, but now I am reconsidering because I think I can get it under $100 🤣

@retail_mourinho I got them all, but early so I am ok, I recently cut $MSFT with an 20% gain in 4 years 🙈🤦🏻‍♂️but the rest of them are up over 50%, and I also cut $AAPL las year after I concluded that they lost the AI race.

Imagine being invested in one of these bag7 stocks

@QualCompounders $GOOGL $META

Which quality compounder would you rather own here $GOOGL, $AMZN, $MSFT, or $META?