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Last weekend, I went on

Posted by kalkgrun on 30th of Nov 2020 at 03:06 pm

Last weekend, I went on a 15 mile overnight backpacking trip with my friend on the Chattooga river.  Awesome adventure but I am still super sore. Holdings by weight AMZN, SHOP, PYPL, OKTA, SQ, NVDA, CRWD, FVRR, TSLA, CRSR, APPL, ZM, ZNGA, BABA, ZBRA.  Hedged with SDS, SQQQ, VXX. 16% Cash   Added a little AAPL, stopped out of APPN Friday which I will back into, added a little more CRSR this AM., added ZBRA this week.  QCOM might be interesting . https://www.investors.com/research/ibd-stock-of-the-day/qualcomm-stock-called-top-5g-wireless-play-nearing-buy-point/ 

Added a bit today 

CRSR Updated View

Posted by kalkgrun on 30th of Nov 2020 at 02:52 pm

Added a bit today 

Good trade.  I'd love to add more to my longs down a bit more. 

I don't see any news. Some type of manipulation and short covering, but volume is crazy high.  Up 457% from my March buy.  One blurb has a $460 price target on this stock but I can't verify. Nuts.  

I agree I wouldn't add any longs here.  APPN is also parabolic.  They are also considered a crypto play with heavy institutional ownership. I'm going by the IBD IPO playbook on this one  https://www.investors.com/how-to-invest/investors-corner/how-to-catch-an-ipo-winner-by-sitting-tight/ 

Three segments: Corsair Leading PC computer hardware RAM, Power supplies, keyboards and mice and game controlers.   Origin high end PC builds.

 EL Gato streaming hardware suites https://www.elgato.com/en 

https://scufgaming.com/Scuf gaming high end PS4 and Xbox controlers. 

New Fool article. https://www.fool.com/investing/2020/11/12/forget-amd-this-hot-gaming-stock-has-almost-double/

My first shares are up 80+%.  Staying long I think we'll see $60s by year end and $100s into next year.  Good luck sir. 


Back in the beginning a  friend paid for a concert with .8 BTC and I added another 1.4 that I'm holding for this kind of move.  Also have a small basket of ethereum,lightcoin, XRP, Bitcoin cash.  

Markets are held between terrible economic news and the promise of vaccines and next year; I wonder if this China debt bomb will turn into anything https://www.scmp.com/economy/china-economy/article/3110233/china-debt-defaults-stoke-unease-about-broader-market 

FVRR Breakout; SQ Breakout. Looking

Posted by kalkgrun on 20th of Nov 2020 at 12:32 pm

FVRR Breakout; SQ Breakout. Looking to sell calls against my longs 

Sold some NVDA and added BABA; trimmed APPN and raised my stop.  I'd love to sell an APPN put below to capture once this is out of rocket fuel. Same with CRSR 

Monster l/t gains on AMZN (1671%), SHOP (1140%)  for some of the first shares I've bought.  Keep your winners, add more to your winners and sell your losers has worked well for me.  Motley fool stock advisor has great ideas that seem like 75-80% will play out over a period of time.  IBD picks up on some of the same stocks.  I trade around the edges but keep the growth core.     

Current holdings by weight AMZN,

Posted by kalkgrun on 19th of Nov 2020 at 02:17 pm

Current holdings by weight AMZN, SHOP, OKTA, ZM, NVDA, SQ, PYPL, CRWD, FVRR, TSLA, APPN, ZNGA, CRSR Hedged with SDS, VXX, SQQQ, TZA 20-22% Cash 

Same on NVDA weakness.  Outstanding quarter 

I have a big CRWD

CRWD  DKNG

Posted by kalkgrun on 19th of Nov 2020 at 11:03 am

I have a big CRWD position 

I'm down to my last 1/4 but would love to reload a full position on a pullback.  I signed up for this free conference https://www.appiangovernment.com/

I hedged and trimmed.  Tomorow

SPY system

Posted by kalkgrun on 18th of Nov 2020 at 03:57 pm

I hedged and trimmed.  Tomorow could be ugly with NYC schools shutting down 

You are welcome! Awesome 

Another big day for CRSR

Posted by kalkgrun on 18th of Nov 2020 at 11:09 am

Another big day for CRSR + 8.6%;  Well respected RAM and Power supply maker in a booming PC market.  Alleged institutional buying.  IBD IPO rule 

https://www.investors.com/how-to-invest/investors-corner/how-to-catch-an-ipo-winner-by-sitting-tight/

CRSR looking  good +15 from

Posted by kalkgrun on 17th of Nov 2020 at 03:18 pm

CRSR looking  good +15 from entry

I like this set up

AAPL

Posted by kalkgrun on 16th of Nov 2020 at 03:49 pm

I like this set up for AAPL, but I wish it had filled that lower gap. 

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