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I took partial profits on today's move. Still have more than half


Unfortunately sold HUM yesterday. Should've kept a piece. 

MU

Posted by mastermind on 8th of May 2026 at 04:24 pm

Gain on the day ended up an even $100 per share. Amazingly, once again the 15.5% gain was outdone by SNDK with 16.6%. 

MXL

Posted by mastermind on 8th of May 2026 at 02:44 pm

MXL - 20 to 100 in a month. Glad I hopped back in on the minor dip. A double since then. 

Right around the corner. My

MU

Posted by mastermind on 8th of May 2026 at 02:39 pm

Right around the corner. My only problem is it's getting there too fast. The calls I've written are taking heat and diluting my gains. 

AXTI

Posted by mastermind on 8th of May 2026 at 10:42 am

Finally sold AXTI. Sometimes rnough is enough. Bought the ROAD breakout.

IREN and RKLB big winners

Posted by mastermind on 7th of May 2026 at 05:11 pm

IREN and RKLB big winners on earnings. SOUN is soundly down along with FIGS and NET. 

Hit my first target.

Besides APP, good AH reactions from FTNT, ARM, MKSI, DGII & EZPW. Not so good from COHR & IONQ. I sold 1/3 of my FTNT, just bought yesterday from the new STS buy list. 

RDCM

Posted by mastermind on 6th of May 2026 at 02:10 pm

Bull flag on RDCM after a big move up. 9 EMA approaching. Fairly thin stock.

Nukes

Posted by mastermind on 6th of May 2026 at 01:53 pm

Nukes strong today - SMR, OKLO, NNE

Got lucky selling WULF and

WGMI super star!

Posted by mastermind on 6th of May 2026 at 10:51 am

Got lucky selling WULF and replacing with HUT yesterday 

POET

Posted by mastermind on 5th of May 2026 at 02:05 pm

POET finally getting moving again after a big pullback. 

Well, I can say I'm

FCEL comments

Posted by mastermind on 5th of May 2026 at 11:14 am

Well, I can say I'm glad I got pushed into BLDP due to inability to buy FCEL. That was a great play too. 

Selling

Posted by mastermind on 5th of May 2026 at 10:25 am

Lots of selling for me to start the day; notably BLDP @3.99, DOCN at the open (too low), long time holdings LITE & PLOW, AEIS & FN on recovery stops, and a MU $750 call for May 22. 

I'm sure hoping so. Starting

MU

Posted by mastermind on 5th of May 2026 at 10:22 am

I'm sure hoping so. Starting to see retirement a little more clearly now. 

BWXT another ugly one. All

FLY - Ugly Candle

Posted by mastermind on 5th of May 2026 at 10:16 am

BWXT another ugly one. All things mil-aero struggling while we are at war. 

I haven't quite stopped out

DXYZ SpaceX

Posted by mastermind on 5th of May 2026 at 10:15 am

I haven't quite stopped out of SATS. Stop below the 50 DMA, which may hit.

MU

Posted by mastermind on 5th of May 2026 at 10:13 am

MU - almost doubled in a little more than a month. 

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