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Well , congratulations. But you're

DXYZ

Posted by mastermind on 3rd of Jun 2026 at 03:46 pm

Well , congratulations. But you're still a jerk. 

Oh yeah, that's easy to

DXYZ

Posted by mastermind on 3rd of Jun 2026 at 03:36 pm

Oh yeah, that's easy to paint that picture. Did you post YOUR trade confirmation? Dude, you are gaining nobody's respect here. 

I was particularly miffed today because Eric, knowing that Matt is gone, is trying to fill the void and you just dump on him. You're like a little 10 year old punk throwing spit wads at the substitute teacher. 

Moves today: Took some profits

Posted by mastermind on 3rd of Jun 2026 at 02:20 pm

Moves today: Took some profits on CSCO, DOCN & ON, which I bought back two days ago, stopped out of WEN and AZ- probably for good on that one, bought chunks of FNGD and FAZ as my preferred hedges for this pullback, bought pullbacks in FIVN, WDAY, FATE and PLUG. 

Anybody can see that it's

OKLO, ma ribbon tight

Posted by mastermind on 3rd of Jun 2026 at 02:13 pm

Anybody can see that it's down 15%. It doesn't make you a genius to see it. And calling out somebody in person because his projection didn't work is snarky and makes you look like a total asshole, and this is not the first example. And no, I am not in OKLO or SMR, and sold most of my NNE yesterday, so I'm not the other guy. 

MU holding up amazingly well

Posted by mastermind on 3rd of Jun 2026 at 01:34 pm

MU holding up amazingly well in this selloff. I've actually been hoping for a little pullback.

Man, you don't make yourself

OKLO, ma ribbon tight

Posted by mastermind on 3rd of Jun 2026 at 01:33 pm

Man, you don't make yourself look good by being so snarky. 

PAHC

Posted by mastermind on 3rd of Jun 2026 at 12:44 pm

Got cut in half despite pretty good fundys. Bouncing today. I’m not in it yet.

SOXS

Posted by mastermind on 2nd of Jun 2026 at 09:21 pm

SOXS down some more to 5.10 after hours. I think some of you bears are jumping on the wrong horse. 

I would definitely be moving

PFE

Posted by mastermind on 1st of Jun 2026 at 04:00 pm

I would definitely be moving away from PFE if I had it. Lots of better prospects. 

Software

Posted by mastermind on 1st of Jun 2026 at 11:20 am

Hitting targets and exiting some software positions - DDOG, FROG, RNG. 

Space

Posted by mastermind on 1st of Jun 2026 at 10:58 am

Space group continues to pull back, with the exception of SPCE. I'm watching, but want to see signs of stabilization first. Maybe if UFO finds support at its 21 EMA. 

Telecom equipment

Posted by mastermind on 1st of Jun 2026 at 10:54 am

Nice bounces on AAOI, ADTN & POET and a little bit on LITE. 

Back in some semis on

Posted by mastermind on 1st of Jun 2026 at 10:47 am

Back in some semis on dips that I sold at higher levels - AMD, LSCC, ON. ARM doesn't seem to want to dip and I sold that way too low. MU over 1k now. 

DELL, MSFT, ORCL, QCOM -

Posted by mastermind on 29th of May 2026 at 10:11 am

DELL, MSFT, ORCL, QCOM - man, this feels so 90's.

Except in '99, MU was marching towards $100 for the first time, and then didn't see it again for 25 years. Now it's marching towards $1000. 

Folks who conservatively add money to their 401k on a regular schedule you are going to refer to as Crazies?

Thanks. I'm in PLUG, VELO

Possible Breakout Trades

Posted by mastermind on 28th of May 2026 at 02:02 pm

Thanks. I'm in PLUG, VELO & DOCN. INOD looks like a good prospect. Stockcharts doesn't find PSE. 

But IIRC, INOD might be based on takeover activity. So maybe limited upside from here. 

UMAC

Posted by mastermind on 28th of May 2026 at 01:28 pm

Sometimes I get stupidly, stubbornly dedicated to a stock. Usually it is stupid, but once in a while it pays off. UMAC is such a case, based on knowing that the Trumps are very involved with the company. I had 3 pieces at various prices, making it one of my bigger positions as it recovered. It blasted off today and I ended up selling too low, ~25, but for a nice profit anyway. Now looking at other drone plays for possible replacement - AVAV, KTOS, ONDS, RCAT. Anybody more knowledgeable than me have any favorites of these?

Yeah, sometimes I wait for a second entry, and that's what I'll probably do this time. 

Interesting. That's after a day of rest today. I would have thought it was more exhausted yesterday. I'm torn, because intermediate term the market has had a big run, but I could see a little more upside in the short term, especially with the turn of the month forthcoming. 

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