My opinion is that it would be quite a monumental task for a non-memory specialist to compete with the price and performance of the major memory makers. 

Yeah semis on the comeback as I indicated yesterday 

Sudden plummet on WRBY. Maybe Matt can tell us what's up from his big money investors.

Except it's still fairly cheap on a fundamental basis based on forward earnings. 

Bought back MRVL at 171, having previously sold at 185

CBRS outperforming, NXPI has held up amazingly well, MU MRVL ARM seem to have stabilized.

But rallying back $11 after hours. This pullback was welcome as it allowed me to buy back some call options cheaper. Also sold a June 630 put, as I don't think it will get down that far. 

Breakouts in BORR and PBI.

Sold ASTS, PL & DSGN at the open. DSGN sold at 16.64 and plummeted down to 12. Also stopped out of ETHE, NIO and log timer CRDO. Bad buys on OUST and TRT, good buy on OSCR. 

SALT is kind of like DUST, just a different color.

AGQ jumped over my stop limit order. Holding and hoping it can fill on a bounce. 

My trading account just went green. That's a success for today.

Decided on TEAM as my new pick from the software sector. The chart looks pretty good on this pullback and the stock seems pretty cheap from a fundamental perspective. 

Software vastly outperforming today. China optimism has been obliterated (to use a favorite Trump word). And everybody hates metals all of a sudden. I sold YINN that I got sucked into, and B which could not hold its post-earnings boost. 

Incurred a few stops, but not bad. Took a small starter in CBRS. Bought back some strong stocks previously sold - DOCN, POWL, STX, VRT. Aggressive call selling on MU is paying off as a hedge today. 

Sure hard for me to see objective setups on most of your shorts. 

Yes, but the website never showed an update for 5/11. It's not fathomable that there were no changes over the 1000 stocks covered there. 

I bought DXYZ after hours at $54.15. It has ramped into the $56's now. I missed all of the previous move. Still holding my trailing piece of MRAM. 

No STS update yesterday. When that happens, do we get yesterday's entries at yesterday's prices or today's? Or might some even not show up from yesterday if they reversed today?

Breakout of the day - LQDA. I bought it earlier in the 49's and it is pushing higher.