Brian Earl Spilner said:

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For me I'm not necessarily hoarding cash, but I am selling rips and buying dips a lot more often than I normally would do. Especially with riskier holdings like SNDK, MU, SMCI, etc.

Will undoubtedly leave money on the floor but more concerned with capital preservation for now.

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What's your plan with ASTS? Pre-market right now it's at $86. I got lucky and got in near its bottom at $74, so I'm tempted to just play it safe and cash out. But I know it probably has more room to run, it was in the upper 90's last week.

MTX13 said:

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Brian Earl Spilner said:

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For me I'm not necessarily hoarding cash, but I am selling rips and buying dips a lot more often than I normally would do. Especially with riskier holdings like SNDK, MU, SMCI, etc.

Will undoubtedly leave money on the floor but more concerned with capital preservation for now.

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What's your plan with ASTS? Pre-market right now it's at $86. I got lucky and got in near its bottom at $74, so I'm tempted to just play it safe and cash out. But I know it probably has more room to run, it was in the upper 90's last week.

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I bought the same time but am waiting on at least 94.00 before letting a portion go. Will hold at least half looking for more.

I think I'll end up doing the same, I like that plan

MrWonderful said:

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My guess is they believe time is on their side, not ours. Mid-term pressure, CPI reports, supply shock, etc all affect us way more than them. They get the solidarity impact of being attacked, and more time to move stuff around, and produce more drones.

Plus I think China is "suggesting" to them to keep things as calm as possible.

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Wrong

every day of blockade costs the Islamic Republic hundreds of millions of dollars

every day of blockade gets closer to the point when the Islamic republic has NO MORE STORAGE PLACES FOR THEIR OIL and have to start shutting down their oil wells and infrastructure

they already have thousands of percent inflation and their currency is worthless and they have to create a new TEN MILLION Rial note because one US dollar is worth 1.3 million Islamic rials

Crazy market. Anyone taking profits yet and going to cash?!

Gaeilge said:

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$IWM 21000 5/01 270P 5.3 million

— Access A Trader (@AccessATrader) April 21, 2026

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hope homie took his mil in profits out yesterday...

aggies4life said:

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Crazy market. Anyone taking profits yet and going to cash?!

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Hell no. History says thats a bad move in this type of recent action.

flashplayer said:

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AMSC on another breakout potentially. I am back up to almost 2/3 of a position on it, looking for a run to around 43-44 before it pauses again.

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You were warned.

aggies4life said:

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Crazy market. Anyone taking profits yet and going to cash?!

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Take profits when it starts to go the other direction as you should be so green losing a few % shouldn't be a big deal. Considering this is an insane run/almost a bubble, nothing short of a war will stop this.

Watch trend lines of major indices. I like watching Nasdaq. It basically has a 250 point a day upward trend line on both ends since 3/30, which is crazy. I'm buying and holding until it breaks to the downside on that.

That's 24.150 COB today, 24,400 Thursday, 24,650 Friday. Not foolproof but just something to watch if we get there. On the upside, it can run another 750-1000 in the green today and stay within this bull run. Unprecedented.

EnronAg said:

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Gaeilge said:

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$IWM 21000 5/01 270P 5.3 million

— Access A Trader (@AccessATrader) April 21, 2026

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hope homie took his mil in profits out yesterday...

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OI says he did not...

Took profits on AVGO. Bought the dips on SNDK and ORCL.

And back in on BRK.B. Relatively small position but will continue to add as I keep taking profits.

MTX13 said:

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Brian Earl Spilner said:

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For me I'm not necessarily hoarding cash, but I am selling rips and buying dips a lot more often than I normally would do. Especially with riskier holdings like SNDK, MU, SMCI, etc.

Will undoubtedly leave money on the floor but more concerned with capital preservation for now.

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What's your plan with ASTS? Pre-market right now it's at $86. I got lucky and got in near its bottom at $74, so I'm tempted to just play it safe and cash out. But I know it probably has more room to run, it was in the upper 90's last week.

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I sold my ASTS a few days ago.

Sold MU. Nice profit.

From down a few k on UNH to plus 1k or so. Exited. What a terrible ride that was. I want my money back.

Still in Soxl? If so What are you doing with Soxl?

I am not in SOXL currently.

Some good names here...

Tier 1: Most likely biggest winners overall

These are the names that, in my view, have the strongest combination of direct exposure, scale and might be the biggest winners obviously other than $NVDA. pic.twitter.com/dCg9EgQlwQ

— HeidingOut (@HeidingOut) April 22, 2026

Tier 2: Highest percentage-upside / niche torque names

These may not be the biggest in dollar terms, but they could be some of the most explosive. Ramp in optics, retimers, test/burn-in, power density, or packaging spillover can move the biz mix quickly. $AEHR in particular… pic.twitter.com/Ww4k2IKGoZ

— HeidingOut (@HeidingOut) April 22, 2026

Tier 3: Important second-derivative winners

These may not be the top beneficiaries, but they matter a lot imo. These benefit from the plumbing maybe they aren't headliners but still lots of potential here. pic.twitter.com/ryQnlOnjCq

— HeidingOut (@HeidingOut) April 22, 2026

Tier 4: Additional high conviction plays but for various reasons either they've already run or other reasons (happy to explain and you can change my mind) they didn't make it to our top 3 for growth opportunities. They are still amazing companies. pic.twitter.com/QdaTOnyJQF

— HeidingOut (@HeidingOut) April 22, 2026

Me heading into the NOW earnings call later this evening. I think I'm going to ride the roller coaster with my shares and not sell any calls. If you're playing the inverse flashplayer ETF, it's time to buy puts.

flashplayer said:

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Me heading into the NOW earnings call later this evening. I think I'm going to ride the roller coaster with my shares and not sell any calls.

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Lol just took +72% on selling NOW Calls. If it goes really well for you, please don't tell me

Anyone getting a "Page Not Found" for the Schwab site?

El Chupacabra said:

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Some good names here...

Tier 1: Most likely biggest winners overall

These are the names that, in my view, have the strongest combination of direct exposure, scale and might be the biggest winners obviously other than $NVDA. pic.twitter.com/dCg9EgQlwQ

— HeidingOut (@HeidingOut) April 22, 2026

Tier 2: Highest percentage-upside / niche torque names

These may not be the biggest in dollar terms, but they could be some of the most explosive. Ramp in optics, retimers, test/burn-in, power density, or packaging spillover can move the biz mix quickly. $AEHR in particular… pic.twitter.com/Ww4k2IKGoZ

— HeidingOut (@HeidingOut) April 22, 2026

Tier 3: Important second-derivative winners

These may not be the top beneficiaries, but they matter a lot imo. These benefit from the plumbing maybe they aren't headliners but still lots of potential here. pic.twitter.com/ryQnlOnjCq

— HeidingOut (@HeidingOut) April 22, 2026

Tier 4: Additional high conviction plays but for various reasons either they've already run or other reasons (happy to explain and you can change my mind) they didn't make it to our top 3 for growth opportunities. They are still amazing companies. pic.twitter.com/QdaTOnyJQF

— HeidingOut (@HeidingOut) April 22, 2026

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This is a really informative post, thank you for sharing.

Brian Earl Spilner said:

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Anyone getting a "Page Not Found" for the Schwab site?

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All good here...browser on my laptop

Brian Earl Spilner said:

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Took profits on AVGO. Bought the dips on SNDK and ORCL.

And back in on BRK.B. Relatively small position but will continue to add as I keep taking profits.

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Interested in your thoughts on selling AVGO/MU but buying SNDK? Not disagreeing (especially MU), just curious

I had a sell order already set on MU and it's up nearly 6% on the day. (And at ATH.)

SNDK was nearly red on the day, and well below 930 where I'd previously taken profits.

These are fairly short term swing trades I'm doing so just looking to ride SNDK back up to 960 or so.

Oh and same for AVGO. ATH and just executed a sell order I've had for a few weeks now.

Brian Earl Spilner said:

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Sold MU. Nice profit.

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Thinking of doing the same. Already dumped my TSSI on a solid 30% return.

Will probably be trimming a lot back except for my long term holds.

I also may dump TSLA before earnings today unless someone convinces me not too.

Market is solid green and VIX is almost R/G...Love when this happens.

I'm pretty long VXX right now.

TSM looking primed to get back to its earnings high.

works here

I guess it must be my work firewall. Weirdly seems to be the only financial site they're blocking now.

Brian Earl Spilner said:

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I guess it must be my work firewall. Weirdly seems to be the only financial site they're blocking now.

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Maybe they noticed a drop in productivity this year that lines up with your % gain.

That would track if I did my trading in there. I've done only a handful of trades in there this year since most of it is done in Fidelity.

Brian Earl Spilner said:

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I had a sell order already set on MU and it's up nearly 6% on the day. (And at ATH.)

SNDK was nearly red on the day, and well below 930 where I'd previously taken profits.

These are fairly short term swing trades I'm doing so just looking to ride SNDK back up to 960 or so.

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Already up another 6% on SNDK.

And very quietly Spirit airlines will be bailed out by the government.

https://www.cnbc.com/2026/04/22/spirit-airlines-rescue-trump-administration.html