RightWingConspirator said:

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Anyone adding any Micron at these levels?

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Not yet. It hasn't even tested its 5DMA yet. That's how overextended this thing is.

Brian Earl Spilner said:

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Set a SOXL buy at 130.15.

No expectation that it triggers, but just in case it falls that far this week.

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I consider you Texags resident SOXL expert. I'll give it a go.

Damn Vanguard. Thanks Dad. Gotta go to my Schwabb account.

PSIX #murdered

I suspect this was a much needed breather to allow another pump after Trump tweets about some ambiguous deal with China.

TxSquarebody said:

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Same. Took a nibble on SOXS. Helped to slow down the fall today.

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Man do I regret selling. Made good money but left more on the table.

It's been a very simple path on SOXS and SOXL. They are trading in parallel trend lines. Until it breaks, the play is to hold SOXS.

I'm with BES in waiting to buy SOXL when the breakout of those parallel trend lines happen.

Man - having to actually get some work done today but what a red bleeder today is. Waiting for retail to step in and buy the hell out of this dip.

I did add more KORU here. I've got two more buys at 626 and 570.

This a volatile one so be careful with this one.

If it loses 500 I'm probably out. Otherwise gonna try my best to HODL all the way back up to 1000.

Bought NVTS at $16 on May 6th, sold May 11th when it ran past $21, now back below $19, after hitting 52WH a few days ago.

16% drop today, maybe back in if it gets to $16 again..

Brian Earl Spilner said:

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I did add more KORU here. I've got two more buys at 626 and 570.

This a volatile one so be careful with this one.

If it loses 500 I'm probably out. Otherwise gonna try my best to HODL all the way back up to 1000.

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Yeah, continuing to drop. I got 808 and a little more at 728.
Hope for quick buck, but it is a retirement account, so i can wait...

Have some trailing buys on CRWV, SMCI, QCOM, and INTC.

If we used our April 2025 and 2026 lows on Nasdaq, this could go down as far as 22,250 through May and still be on the larger picture bull run. Lot of room on the downside ultimately but one day at a time. Food for thought on where we could ultimately go as a short term worst case (where my brain always goes).

For the daily today, RSI is 68 (so dropping hard). I think we need to end near 25,900 to keep momentum... but odds are going down on that without a little rally here.

flashplayer said:

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Man - having to actually get some work done today but what a red bleeder today is. Waiting for retail to step in and buy the hell out of this dip.

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Here they come...

Taking a nasty hit today but I'm glad I sold NOW and PSIX in the premarket.

I nearly depleted my dry powder.

Saw a guy posting on X about MBLY. Interesting:

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Mobileye is an Intel subsidiary (Intel spun it off via IPO in October 2022, retaining majority ownership) that develops advanced driver assistance systems (ADAS) and autonomous driving technology. Its core products include EyeQ chips, SuperVision, and Chauffeur platforms, along with mapping and data services (REM). It supplies technology to a wide range of OEMs globally.

Q1 2026 Results (reported April 23) Revenue came in at $558 million, well ahead of the ~$515M analyst estimate, and adjusted EPS of $0.12 beat the $0.09 forecast. That represented 27% year-over-year revenue growth, with adjusted operating income up 61%. Insider MonkeySimply Wall St
Guidance raised Management raised its full-year 2026 revenue forecast to $1.94B$2.02B, up from the prior range of $1.90B$1.98B. The beat was driven largely by stronger-than-expected EyeQ unit shipments and China export volumes. Insider Monkey

Capital allocation The Board authorized a $250 million share repurchase program, intended to offset dilution from stock-based compensation and the Mentee Robotics acquisition. Mobileye

Mentee Robotics acquisition Mobileye agreed to acquire Mentee Robotics Ltd. for $900 million notable because CEO Amnon Shashua and CTO Shai Shalev-Shwartz were significant selling shareholders, receiving roughly $341M and $118M respectively. That insider participation drew governance scrutiny. Stocktitan

One ugly line item Q1 included a $3.79 billion goodwill impairment that drove a net loss of $3.82 billion a large non-cash charge, but it doesn't affect the operating story. Simply Wall St

Analyst sentiment Roughly 60% of covering analysts rate MBLY a Buy, with TD Cowen raising its target from $14 to $16 post-earnings. Raymond James trimmed its target from $16 to $14 citing macro uncertainty. The stock appears to be trading around $9, implying significant upside to consensus targets though Goldman Sachs remains at Neutral with a $9 target. Insider Monkey

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Brian Earl Spilner said:

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flashplayer said:

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Man - having to actually get some work done today but what a red bleeder today is. Waiting for retail to step in and buy the hell out of this dip.

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Here they come...

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Amen. Very nice 130 point bump.

Bought some MU, SNDK, and DRAM

Hill08 said:

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Bought some MU, SNDK, and DRAM

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coincidental

I also bought a bit more DRAM this morning.

Micron is already literally the largest single position I have in a stock across all my portfolio

Sandisk I only have around 5 or 6 shares- it is going up too fast!!

Opened a position on DRAM. Been eyeing it for a while but finally pulled the trigger.

Bought in my brokerage so planning to hold this one.

Set more buys at 47.05 and 43.5.

I'd like to see SNDK split. No reason not to. Take a page from POWL. Look what happened there.

Power hour on SPX.

Gota think MU or SNDK (or both) are headed for a split at some point?

MOC Imbalance

S&P 500: +2610 mln
Nasdaq 100: +1167 mln
Dow 30: +661 mln
Mag 7: +783 mln

— FinancialJuice (@financialjuice) May 12, 2026

Brian Earl Spilner said:

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flashplayer said:

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Man - having to actually get some work done today but what a red bleeder today is. Waiting for retail to step in and buy the hell out of this dip.

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Here they come...

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Had a hell of an afternoon

Just got into a little INOD right before close

I bought more MU at $718

Orlando Ayala Cant Read said:

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Gota think MU or SNDK (or both) are headed for a split at some point?

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Ask autozone haha. It's like 3500.

Semis getting hit AH on a nothing burger of news.

Brian Earl Spilner said:

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Grabbed a couple shares of SNDK.

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wow
you can sell a SNDK June 18 730p for ~5 dollars
near 50% below current price
well, that's what I see on TOS.

sounds nice but actually only ~7% annualized return on the collateral

BREAKING: President Trump says "the great" Jensen Huang of Nvidia, $NVDA, is currently on the Air Force One with him on the way to China.

Trump says Elon Musk, Tim Cook, Larry Fink, Stephen Schwarzman, David Solomon, and many other CEOs are joining him on the trip. pic.twitter.com/RSqvlZYbN8

— The Kobeissi Letter (@KobeissiLetter) May 13, 2026

Futures up bigly for semis and DRAM.

Quote:

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16 CEOs, combined net worth ~870 billion dollars.

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Hell yeah KORU

EliteZags said:

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Quote:

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16 CEOs, combined net worth ~870 billion dollars.

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Can you imagine if there is a warning of some kind coming from AF1? I think the whole market would have a flash crash.

Will be adding to my NBIS position today.