RoyVal said:

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BucketofBalls99 said:

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sports said:

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AMD ripping up in Aftermarket so far

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Think it will lose the pop come tomorrow

Could be that I'm hoping for a good entry

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not losing the pop in the pre-market

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I had already said yesterday that it appears I was wrong

I'm going to nibble on SQQQ. These euphoria gaps typically get sold.

Small position at 47.

TSM

POWL at 313 this morning. Incredible.

Fidelity is broken this morning. Arrggghhhhhh!

It's working fine for me. I did have issues last week with a vpn

Fine for me as well.

ANET down $22 to $148.

Where is the point to get in before the run back up?

Keeps dropping, under 148 now.

Buying NOW.

Texaguser17 said:

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It's working fine for me. I did have issues last week with a vpn

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Looks like it's a portion of the desktop not working, but the Active Trader Pro seems to be fine.

Took my TSM profits, bought the dip on NOW/MSFT, which are now recovering rapidly.

Combined with my big AMD win, could end up being one of my best trading days.

META, NVDA, MSFT...your turn, bit****s!

DGXX up another 14%

Brokerage account is up 20% ytd. 93% of that is in the last 30 days.

Brian Earl Spilner said:

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Took my TSM profits, bought the dip on NOW/MSFT, which are now recovering rapidly.

Combined with my big AMD win, could end up being one of my best trading days.

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Can you explain why you would sell TSM?

To buy the dip on other stocks, and only in my swing trade accounts.

I'm still long in my brokerage.

got in on $PENG this morning, charts looks fantastic

I am being extremely cautious, but not sitting on the sideline.

I'm swing trading way more actively than I ever have, buying every dip and selling every rip, and across stocks that I usually hold long.

It's going to limit my profits, but more importantly limit my downside tremendously.

To me this beats being heavy cash or being fully invested right now.

Might finally be able to get out of IONQ today

flashplayer said:

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I think we could rip all May and maybe even June.

90 day returns after similar V shape rallies to new highs have a pretty good track record. It could definitely not do that, but being heavy cash right now is a dangerous game too.

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They are going to rip it right into the IPOs. bet

I'm long in all my 401k/IRA accounts, but got into 100% cash this morning in my trading account as my last trade NCLH popped a dollar so just decided to take profits instead of hold longer term. I'm like BES in that I'm swing trading/waiting for pops and then leaving. I sleep better at night knowing I'm risking what I'm comfortable with overnight, which has usually been zero lately.

I also look at trend lines to see if we are near a local top. Nasdaq seems to be there so may do an inverse ETF soon but only briefly. Otherwise, it's finding stocks to get my daily goals, etc.

I'm a worst case scenario person, so I know what to throw money in if/when there is a pop here, but I'm playing the long game until it turns another direction.

aggiez03 said:

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ANET down $22 to $148.

Where is the point to get in before the run back up?

Keeps dropping, under 148 now.

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I'm tempted to buy a little more right here.

Right now I'm heavy NOW and MSFT, just waiting for a pop.

Current targets --

MSFT : 419.95, 429.95
NOW: 92.65, 94.95

On about 70% of my position in each, holding the rest.

Intend to add some more back in if they hit those targets and retrace again.

I've been wrong plenty in my life. I hope y'all make a killing if I am. But when my SEP IRA and 401k are both up 30%+ year-to-date, it's time to protect.

My trading account is basically always cash. Guess I should've prefaced my comment with that.

flashplayer said:

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I think we could rip all May and maybe even June.

90 day returns after similar V shape rallies to new highs have a pretty good track record. It could definitely not do that, but being heavy cash right now is a dangerous game too.

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Hedgeye sees momentum continuing through May and June (higher growth and higher inflation), with growth decelerating in July (but inflation remains, meaning possible stagflation). Clearly, there is a shift into certain technology stocks, and the bond market is not pricing in a rate cut during 2026. Everything is subject to change with only a tweet, rumor, or headline moving markets, but right now I would say that Hedgeye analysts believe investors can continue to see growth in equities (especially tech, high beta, momentum names) and commodities.

This is from today's early look:

Quote:

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Even for the purely "fundamental" types, there's this particular thing accelerating right now called Earnings:
[ol]

SPY all-time highs partly driven by 374 companies having reported a ROC [Rate of Change] acceleration of +27% y/y EPS Growth

QQQ all-time highs partly driven by 62 companies having reported a ROC [Rate of Change] acceleration of +45% y/y EPS Growth

IWM all-time highs partly driven by 868 companies having reported a ROC [Rate of Change] acceleration of +19% y/y EPS Growth

[/ol]

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Q's up 25% in 25.5 trading days...this has to be 99.9 percentile stuff we're in right here...kudos to you fellas still very much heavy long...I wish I was built differently to trade these rips...

AMSC keeps chugging along nicely.

I think Flashplayer was one of the people who REC'd this one. Apologies to anyone else that did and I missed!

i'm lotto'ing SPY 750s for friday

Gaeilge said:

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I'm not telling anyone what to do here, but I've seen this type of euphoria before.

I'm 80% cash right now. 10% in legacy positions and 10% short interests. I've been up so damned much these last several weeks that I'll take my chances on missing an additional push.

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About where I'm at right now. I feel like we're on the edge of a knife.

sts7049 said:

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i'm lotto'ing SPY 750s for friday

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is it really a lotto when we chew up 20 S&P points per day?!?!

Gaeilge said:

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I've been wrong plenty in my life. I hope y'all make a killing if I am. But when my SEP IRA and 401k are both up 30%+ year-to-date, it's time to protect.

My trading account is basically always cash. Guess I should've prefaced my comment with that.

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Cash is a position