ren_stocks
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 08
$301.24
-4.9%
Buy MRVL on CPO leadership thesis and Jensen Huang's public $1T company endorsement; author re-entered heavy after a prior 100% gain, viewing recent pullback from $320 to $250 as an unfounded FUD-driven buying opportunity.
Buy MRVL on CPO leadership thesis and Jensen Huang's public $1T company endorsement; author re-entered heavy after a prior 100% gain, viewing recent pullback from $320 to $250 as an unfounded FUD-driven buying opportunity.
AI/Semi
Long
Jun 08
$195.09
+1.2%
Buy AAOI; author added to position on Friday's dip and projects a move toward the $170 level, expressing high conviction on continued upside.
Buy AAOI; author added to position on Friday's dip and projects a move toward the $170 level, expressing high conviction on continued upside.
Photonics
Long
Jun 08
$87.45
+2.2%
Buy SIVE as a price hold above 100 SEK/$10 is expected to catalyze a wave of US institutional accumulation, with JP Morgan's 5.25% stake disclosure already signaling the inflection point and a heavily shorted float creating squeeze potential.
Buy SIVE as a price hold above 100 SEK/$10 is expected to catalyze a wave of US institutional accumulation, with JP Morgan's 5.25% stake disclosure already signaling the inflection point and a heavily shorted float creating squeeze potential.
AI/Semi
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