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I do not have any paid service or any intention to have one.
I DO NOT have any paid,
a. website,
b. discord channel
c. whatsApp Group
d. Telegram
e. Any other
Please do not get scammed.
Please do not copy my trades. I have shortcut keys for my trading; by the time you try to copy, the move is likely to be over
My stops are extremely tight, and at the point at which I buy, multiple R happens fairly quickly
$SOXL - I know the point where the tape turns; take ideas and make your own
$LITE and $MRVL
Things going through my head
1. What is a premium on $LITE? 30% is common, which puts $LITE over $1200
2. Why did the news come out without a price tag?
3. $LITE - The demand is already sold for the next 2-3 years; does this give $MRVL an edge
4. $NVDA has invested in $LITE; now, with this merger, how things will pan out.
5. Jensen had said $MRVL is the next 1T company - the path is becoming clear, if they execute right
My initial gut feeling is to start building a position in $MRVL
I see an LT opportunity; need to figure out the route.
Long-term overhaul
Overallocated, I consolidated on the price dip. (This is 70%)
$NBIS - 30%
$MU - 20%
$LITE - 20%
High Conviction (Each around 5%)
$NTSK, $RDDT, $CRDO, $APP, $ALAB, $AAOI
Killed the third bucket
xitter.gq/mmonis/status/21075027…
The best opportunity is in tech: AI, optics, and memory.
Don't let other folks fool you into believing otherwise.
The funny part is that these tickers don't know where their declining MAs are. They run and run hard nonetheless.
$NBIS - 23% in 3 days; if you are waiting for MA's, whose fault is it
Many examples: $AAOI, $MU, $LITE etc
A shoe company sends two sales folks to a remote place where people do not wear shoes
A classic business parable. The company gets two very different telegrams back:
Salesperson 1: “No opportunity. Nobody here wears shoes.”
Salesperson 2: “Huge opportunity. Nobody here wears shoes!”
The story usually highlights the difference between a fixed/pessimistic mindset and an opportunistic one—same data, opposite conclusions.
I believe in the latter mindset. When the market is moving down, I believe it creates an imbalance between a company's value and its stock price.
I trust that company growth, profitability, margins, income, and FCF tell a better story than most far-out predictions.















