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Hill08
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In reply to Gaeilge • 4:49p, 8/5/26
Gaeilge said:
Hill08 said:
0-2 with AMD/SNDK. Already started boiling water for my ramen..

Was one of my college go-to meals. I'd grill up a few pounds of chicken and dice it up. Toss it in with the roast chicken ramen and add Frank's hot sauce.

Got the job done. Now I've moved up in the world and do the Buldak Xtra Spicy with chicken and then listen to my stomach cuss me out for a few hours.


Wife and I (young married loves at A&M) use to grab those 2fer coupon books in August & January. Lived at Marcos and all the buffets.
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Brian Earl Spilner
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5:12p, 8/5/26
In on WDC, SNDK, and SPCX.
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The Pilot
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5:20p, 8/5/26
I wonder when SPCX will find a bottom. I think it's going down more.
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Hill08
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In reply to Brian Earl Spilner • 5:21p, 8/5/26
Brian Earl Spilner said:
In on WDC, SNDK, and SPCX.


I've slept since then, but wasn't SNDK down AH about this same % in April then closed the next day up over 10%? Could be wrong, just asking
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Bird Poo
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In reply to Touchless • 5:32p, 8/5/26
Touchless said:


Guided up and down 16%. I sold calls earlier. May use the cash to buy some more shares if it drops some more.


I have a big position at $20.50, so good support there. I think this stock will continue to climb into 2027 and 2028 as some of their revenue generating products are just starting to roll out.
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RoyVal
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5:37p, 8/5/26
APP earnings after hours

OUCH

I should have sold and took my gains. wiped out in one broad stroke.
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FJ43
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In reply to RoyVal • 6:44p, 8/5/26
RoyVal said:
APP earnings after hours

OUCH

I should have sold and took my gains. wiped out in one broad stroke.


Sorry to hear that brother.

Not sure what your targets were but its a good trading practice to set (know) before any trade risk/reward (RR) levels, stop level, scale out levels and/or a hedging strategy if a swing or longer term trade. Taking profits along the way is not a bad thing.

Managing risk, capturing profits and draw down management is all it boils down to.
Wealth gained hastily will dwindle. but whoever gathers little by little will increase it.
Proverbs 13:11

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El Chupacabra
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6:53p, 8/5/26
Sniped a few shares of MELI around 1800. Long term account
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Charismatic Megafauna
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In reply to Charismatic Megafauna • 8:12p, 8/5/26
Charismatic Megafauna said:
Charismatic Megafauna said:
TTUArmy said:
Hill08 said:
CSCO came up short

They are the big boys in the market and they have a lot of companies on lockdown with their products. The Cisco sales people we spoke to acted like we could take it or leave it...kind of arrogant and snobby.

We are in phase I of green-fielding our network - configuring core devices. We are primarily a Juniper shop. We looked at Cisco solutions and just shook our heads. Device price and hellish licensing matrix for every feature we would need turned into a "Hard No". Juniper was not much better. We are giving Extreme Networks a shot. Extreme's claim to fame is IS-IS fabric. The simplicity of IS-IS fabric makes me want to throw rocks at Juniper's EVPN/VXLAN (underlay/overlay) environment; not to mention all the time and complexity involved with setting that up.

On the ground, I see a lot of government orgs dealing with budget constraints, that used to be heavy Cisco and Junipers shops, moving to Extreme networks.

It wouldn't surprise me to see CSCO bottom line impacted after dealing with them. Still, they are the big boys.

I got back in extr shares today. Tried to write $30 calls for $3 each for 10% in 2 weeks but didn't get filled. Bet I can do better next week though

Sold 32s for 1.25, and avgo 410s for $10. Waiting impatiently to start selling against my new crwd shares

Sad noises $extr
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Hill08
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8:12p, 8/5/26
We need a late week deal with Iran.
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EnronAg
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In reply to Hill08 • 8:19p, 8/5/26
Hill08 said:
We need a late week deal with Iran.

my account is actually wanting a few more bombs dropped
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flashplayer
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In reply to aggieland28 • 9:03p, 8/5/26
aggieland28 said:
Curious what the board thinks about SEZL.
I am by no means a technical trader, I try to find value over time frames of 1-5 years or more, the longest holds in my life (I'm 20) being 5-6 years at this point. I was looking at SEZL because it is a smaller but profitable BNPL company. I chose not to invest, cause I think we could see increased consumer weakness if Iran keeps going the way it is and energy prices stay high.
Reading the analysis of FTK by H-A showed me what a cup and handle looks like, and I'm wondering if y'all see the same thing on SEZL. I see a cup but no handle yet. How do y'all trade this pattern?

I think you wait for a confirmed breakout above the top rim of the cup and then set your target just shy of the same distance as the total height of the cup from the bottom of wherever the handle ends up.
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flashplayer
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In reply to Gaeilge • 9:16p, 8/5/26
Gaeilge said:
Keep an eye on the QQQ. It may have just formed the head for a possible H&S with the shoulder being 7/31.

What? This isn't computing in my brain when I look at the chart, but maybe I'm missing something. Not to mention a time period this small isn't usually reliable at all if I am understanding correctly. What timeframe are you looking at on the chart?
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Gaeilge
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In reply to flashplayer • 9:38p, 8/5/26
flashplayer said:
Gaeilge said:
Keep an eye on the QQQ. It may have just formed the head for a possible H&S with the shoulder being 7/31.

What? This isn't computing in my brain when I look at the chart, but maybe I'm missing something. Not to mention a time period this small isn't usually reliable at all if I am understanding correctly. What timeframe are you looking at on the chart?

10 day - 60min. I suck with the drawing tool, but this is what I see.
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Gaeilge
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9:39p, 8/5/26
KOSPI had a halt after 5.5% down. Memory taking it on the chin there.
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flashplayer
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9:48p, 8/5/26
At this point just take what the Nasdaq does and multiply it by 10 and you get the KOSPI open.
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flashplayer
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In reply to Gaeilge • 9:51p, 8/5/26
I'm not saying it will happen, but I will be a bit surprised if Nasdaq and the Qs don't make new ATHs in the next several days. If they announce a Hormuz opening it will likely happen that day.
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Gaeilge
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In reply to flashplayer • 9:59p, 8/5/26
Neither would I. I just play what the market is showing for my day trading. I very seldom carry exposure overnight in my trading account. But I still look at possible chart patterns and options flow to lead me in certain ways. We're still above the 50DMA on the QQQ; I'm risk-on with the indices until something shows otherwise. But we've also gone up 10% in 5 days on the QQQ. Buyers can get tired.
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HoustonAg_2009
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7:15a, 8/6/26
Clubhouse,

Does anyone have a take on Sterling Infrastructure (STRL)? Got hit after earnings but the growth is robust. PE in the 30s. Play on electricity infrastructure and data center. Thoughts are appreciated.
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Gaeilge
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7:26a, 8/6/26
GOOGL out here stepping on their own d*** with back-to-back **** PRs.
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Gaeilge
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7:39a, 8/6/26
Just found this on the SPCX unlocks.

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BucketofBalls99
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7:41a, 8/6/26
Anyone looking at buying this dip on CLS??
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Gaeilge
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7:54a, 8/6/26
This could be interesting...
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Ag CPA
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In reply to Gaeilge • 8:00a, 8/6/26
SpaceX break room talk after everyone sells their shares this morning:

So did you sell Bob?

No, no of course not, did you?

Hell no, diamond hands!
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Gaeilge
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In reply to Ag CPA • 8:02a, 8/6/26
Ag CPA said:
SpaceX break room talk after everyone sells their shares this morning:

So did you sell Bob?

No, no of course not, did you?

Hell no, diamond hands!

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Orlando Ayala Cant Read
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8:44a, 8/6/26
Added more CRWV this morning
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Gaeilge
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8:45a, 8/6/26
QQQ needs a 714.70 reclaim to get back above the 50
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Brian Earl Spilner
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8:50a, 8/6/26
Wild open so far on SOXL.
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Gaeilge
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9:06a, 8/6/26
Some interesting ones after the close today.
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Brian Earl Spilner
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9:10a, 8/6/26
And we have liftoff.
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South Platte
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9:34a, 8/6/26
Sold PLTR the other day after earnings release. Only a small pullback since then, and it seems to be holding well. Anybody buying or holding for now?
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flashplayer
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9:50a, 8/6/26
AMSC - earnings call smoothed things over for now and it looks like it's breaking out from the trend line that had been battering it since May 11. Quick run to 37-38 may be in order.
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Heineken-Ashi
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In reply to Gaeilge • 10:29a, 8/6/26
Gaeilge said:
This could be interesting...

Lol. DRAM's largest holding is short-term US treasury bills.
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TxAG#2011
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In reply to HoustonAg_2009 • 10:33a, 8/6/26
HoustonAg_2009 said:
Clubhouse,

Does anyone have a take on Sterling Infrastructure (STRL)? Got hit after earnings but the growth is robust. PE in the 30s. Play on electricity infrastructure and data center. Thoughts are appreciated.

It's a POWL clone
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HoustonAg_2009
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In reply to TxAG#2011 • 10:40a, 8/6/26
Can you expand on that? POWL is a components manufacturer and Sterling is a construction/engineering company.
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