Posted by shellson2 on 6th of Feb 2026 at 12:24 pm
The market will realize that they are a royalty play, with
recurring rev's. Not necessarily tied into Hypersclalers direct
investments (which is important, but not a make or break type
situation)
Posted by shellson2 on 5th of Feb 2026 at 07:07 pm
Gave everything back..this market is a mind-bender. Still one of
my top longs. If they can make hydrogen feasible, calling it to be
~$350 stock inside of 2yrs.
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Up big pre-market
UAMY
Posted by shellson2 on 10th of Feb 2026 at 09:26 am
Up big pre-market
Outstanding here, thx for posting
Energy names I like and am positioned in: First off ...
Posted by shellson2 on 10th of Feb 2026 at 08:05 am
Outstanding here, thx for posting
HUYA--Keeps working its way up
HUYA - rebounded after backtesting former resistance
Posted by shellson2 on 9th of Feb 2026 at 03:14 pm
HUYA--Keeps working its way up
They are part of my
AMKR--have position, Reports after bell.
Posted by shellson2 on 9th of Feb 2026 at 03:00 pm
They are part of my chip testing/outsourcing group I favor in '26 and beyond. Should benefit, like so many, from increased capex going on. We'll see.
AMKR--have position, Reports after bell.
Posted by shellson2 on 9th of Feb 2026 at 02:53 pm
AMKR--have position, Reports after bell.
Over 100mm traded in RIG
RIG
Posted by shellson2 on 9th of Feb 2026 at 12:51 pm
Over 100mm traded in RIG thus far. Up 4%
Another all-time high achieved. Volume
MY top 5 stocks to concentrate on in '26. BE, APP, ...
Posted by shellson2 on 9th of Feb 2026 at 09:47 am
Another all-time high achieved. Volume above avg.
Bloom, blooming (finally)
BE Bloom near a breakout but declining volume
Posted by shellson2 on 9th of Feb 2026 at 09:44 am
Bloom, blooming (finally)
Oracle working today..got an upgrade
ORCL
Posted by shellson2 on 9th of Feb 2026 at 09:42 am
Oracle working today..got an upgrade by one of the flunkies
Stock is still flat. Wild
BE Bloom near a breakout but declining volume
Posted by shellson2 on 6th of Feb 2026 at 01:41 pm
Stock is still flat. Wild ride past 24hrs. I'm adding.
Silver now green
Posted by shellson2 on 6th of Feb 2026 at 12:59 pm
Silver now green
The market will realize that
ARM bouncing from that double bottom area
Posted by shellson2 on 6th of Feb 2026 at 12:24 pm
The market will realize that they are a royalty play, with recurring rev's. Not necessarily tied into Hypersclalers direct investments (which is important, but not a make or break type situation)
I added to XOM
Matt's Macro Vision Energy has had a heck of a run
Posted by shellson2 on 6th of Feb 2026 at 12:15 pm
I added to XOM
AMPY--energy play I took a
Posted by shellson2 on 6th of Feb 2026 at 11:41 am
AMPY--energy play I took a starter in.
winner winner steak dinner
ARM bouncing from that double bottom area
Posted by shellson2 on 6th of Feb 2026 at 10:33 am
winner winner steak dinner
ASX--I doubled down here.
MY top 5 stocks to concentrate on in '26. BE, APP, ...
Posted by shellson2 on 6th of Feb 2026 at 09:49 am
ASX--I doubled down here.
Gave everything back..this market is
BE Bloom near a breakout but declining volume
Posted by shellson2 on 5th of Feb 2026 at 07:07 pm
Gave everything back..this market is a mind-bender. Still one of my top longs. If they can make hydrogen feasible, calling it to be ~$350 stock inside of 2yrs.
Bloom crushed it. Would be
BE Bloom near a breakout but declining volume
Posted by shellson2 on 5th of Feb 2026 at 04:40 pm
Bloom crushed it. Would be up more if we were in normal market environment
Buying programs are strong currently.
Posted by shellson2 on 5th of Feb 2026 at 11:29 am
Buying programs are strong currently. Bounced right off the VIX gap fill. Thx matt
Thx Matt. Ive been in
ARM bouncing from that double bottom area
Posted by shellson2 on 5th of Feb 2026 at 10:59 am
Thx Matt. Ive been in