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Definitely a positive move for NOV today, but WFRD and TDW have been beaten up and way off their highs. 

WFRD - same P/E with better growth projections. TDW - a little higher P/E with much better growth projections. AROC and BKR - not so cheap, but good PEG ratios. 

You mean you're actually going to hold a position 4 days until the market opens again on Tuesday :-)

Looking around the crypto coin space, I see that there are others making new highs today (XRP, XMR). Etherium has been the laggard lately. 

Sold some HOOD, HUT &

Posted by mastermind on 17th of Jan 2025 at 01:52 pm

Sold some HOOD, HUT & MSTR today on the strength in bitcoin amongst other trimming (ANET, CRDO, MRVL). Not as much buying, but took on some CAN & ETHE hoping that they can play catchup in the crypto space, and ATOM & CRNC on deep pullbacks (>50%) to support levels that I hope will halt the falling knives. 

Not much of a rejection

Posted by mastermind on 17th of Jan 2025 at 11:05 am

Not much of a rejection today. Looks like we can challenge last week’s highs.

Agreed. I'm in but took some off today as it has been pretty whippy. I would buy back on another dip.

Sold some DATS in the

Posted by mastermind on 16th of Jan 2025 at 02:27 pm

Sold some DATS in the 6's earlier. This has been a wild one. Guys that are more nimble than me might make a killing playing all of the swings. 

Just bought a while ago as it made a new high.

The guy that buys everything didn't take this one. 

AAPL is a drag, NVDA to a lesser extent today, and UNH a disproportional impact on the Dow. 

POAI making a strong rebound

Posted by mastermind on 16th of Jan 2025 at 11:28 am

POAI making a strong rebound after a big pullback.

Hit target on CLS, took

Posted by mastermind on 16th of Jan 2025 at 10:02 am

Hit target on CLS, took partials on HALO, HIMX, INTZ, bought the breakout in AORT.

Yep, that’s true

Posted by mastermind on 16th of Jan 2025 at 09:57 am

Yep, that’s true

Well, it did move with the thrusts of the other guys - except it got faded today compared to say IONQ & QUBT. 

For those that didn't hear,

Posted by mastermind on 15th of Jan 2025 at 02:34 pm

For those that didn't hear, the SAP CEO pushed back on Jensen Huang's opinion about viability of quantum computing, saying that it can have a significant impact in 3-4 years, not 15-30. 

Wow, TNA up 8.5% pre-market.

Posted by mastermind on 15th of Jan 2025 at 08:57 am

Wow, TNA up 8.5% pre-market. That’s what I like to see!

My wife is one of

Kobeissi Letter

Posted by mastermind on 15th of Jan 2025 at 08:52 am

My wife is one of those folks that say BlackRock and Vanguard own everything. All of the companies are just puppets under their control.

PDYN coming back strong after

Posted by mastermind on 14th of Jan 2025 at 01:48 pm

PDYN coming back strong after getting chopped in half. 

Definitely holding the market back

Bit cap tech stocks

Posted by mastermind on 14th of Jan 2025 at 01:46 pm

Definitely holding the market back lately. Small caps pretty strong today and breadth is decent. 

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