Now back up 60…

I’ve seen this market before, most of us have, it’s not looking good imo.
Maybe we get to 7500?, but I’ve been paring positions along the way.

APP--Applovin just reversed 75 pts after hours... good #'s too. Conference call at 5pm. Some wild shit

Word!

 Rowan at Apollo is waving a caution flag...not a bad idea to heed his advice soon

Anyone dipping toes into this new issue?

Amphenol--in light of the Corning news, going short on them. (they are copper wires predominately). Chart looks a bit vulnerable

RE: Anthropic

Zoom Ventures (ZM):An early-stage investor that joined during the Series C funding in 2023 to integrate Claude into its communications platform. (Gemini 2.0)

SpaceX news with Anthropic today. The 1.5T valuation could be legit. 

Long term play for me. In IRA

I'm in. I like the niche play (LAES is another one)

Bounced off its 50, MACD pinching. Reported last night. Could have some runway

BTQ--very solid day on good volume

We all know the story...the meme of meme's...but I think it has a new story now. Signed a deal to stream live concerts, signed some decent artists. Tickets are expected to be $45 and up. They have over 300 screens still--but can't earn a profit.  It's all about the bass, the bass...no treble...lol

Q1 2026 Financial Highlights

The company reported a mix of improved revenue and narrowed losses compared to the same period last year:  

• Total Revenue: $1.05 billion, surpassing the consensus estimate of approximately $972.6 million.  

• Adjusted EPS: -$0.36, a slight miss compared to the estimated -$0.32 or -$0.34.  

• Net Loss: $117.1 million, an improvement from the $202.1 million loss in Q1 2025.  

• Adjusted EBITDA: $38.3 million, marking the best Q1 performance for the company since 2019.  

Sitting near its 9 & 20 currently. 

Had a good day... getting it MoJo back?? Hope so

The reaction (muted one) to their earnings is notable. 

I'm still in. Niche play in GLP-1's is valid. 

Liking this pattern. Subscriptions are increasing. Took starter.

All-time highs right now.

It's a lost cause. CEO stands to make many billions if GME goes over 100B market cap. (they just at 12B currently). Once this fizzles, there will be other equities to make overtures to. IMHO