#  @wey_how12640 Wey How Wey How posts on X about $sndk, ai, $be, $lite the most. They currently have [-----] followers and [--] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1707559719215489024/interactions)  - [--] Week [-------] -27% - [--] Month [-------] +66% - [--] Months [---------] +180% - [--] Year [---------] +77% ### Mentions: [--] [#](/creator/twitter::1707559719215489024/posts_active)  - [--] Week [--] -38% - [--] Month [---] +42% - [--] Months [-----] +91% - [--] Year [-----] -2.50% ### Followers: [-----] [#](/creator/twitter::1707559719215489024/followers)  - [--] Week [-----] +1.50% - [--] Month [-----] +12% - [--] Months [-----] +76% - [--] Year [-----] +211% ### CreatorRank: [-------] [#](/creator/twitter::1707559719215489024/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 30.93% [finance](/list/finance) 14.43% [technology brands](/list/technology-brands) 10.31% [cryptocurrencies](/list/cryptocurrencies) 6.19% [travel destinations](/list/travel-destinations) 2.06% [countries](/list/countries) 1.03% [currencies](/list/currencies) 1.03% **Social topic influence** [$sndk](/topic/$sndk) #27, [ai](/topic/ai) 10.31%, [$be](/topic/$be) #12, [$lite](/topic/$lite) #5, [$mu](/topic/$mu) #59, [$tsem](/topic/$tsem) #3, [$googl](/topic/$googl) #1601, [in the](/topic/in-the) 6.19%, [just a](/topic/just-a) #1380, [closed](/topic/closed) #1003 **Top accounts mentioned or mentioned by** [@cruxcapital](/creator/undefined) [@chartsjavi](/creator/undefined) [@bluechipdaily](/creator/undefined) [@johnytalker](/creator/undefined) [@cflanders7](/creator/undefined) [@mikelgilreath](/creator/undefined) [@martychargin](/creator/undefined) [@franvezz](/creator/undefined) [@nickschmidts](/creator/undefined) [@tradeikigai](/creator/undefined) [@oratnek_ill](/creator/undefined) [@linminhtoo](/creator/undefined) [@jlawstock](/creator/undefined) [@ankurpatel59](/creator/undefined) [@clementang17](/creator/undefined) [@anandragn](/creator/undefined) [@nickschmidt](/creator/undefined) [@venu7](/creator/undefined) [@dreamerabh](/creator/undefined) [@halaltrader](/creator/undefined) **Top assets mentioned** [Sandisk Corporation (SNDK)](/topic/$sndk) [Bloom Energy Corporation (BE)](/topic/$be) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Micron Technology, Inc. (MU)](/topic/$mu) [Tower Semiconductor Ltd (TSEM)](/topic/$tsem) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [TTM Technologies Inc (TTMI)](/topic/$ttmi) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Stacks (STX)](/topic/$stx) [Corning Incorporated (GLW)](/topic/$glw) [Coherent Inc (COHR)](/topic/$cohr) [SPX6900 (SPX)](/topic/$spx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [GE Vernova Inc. (GEV)](/topic/$gev) [Quanta Services Inc (PWR)](/topic/$pwr) [MACOM Technology Solutions Holdings, Inc (MTSI)](/topic/$mtsi) [Intel Corporation (INTC)](/topic/$intc) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Lam Research Corporation (LRCX)](/topic/$lrcx) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [American Electric Power Company Inc (AEP)](/topic/$aep) [Rambus Inc (RMBS)](/topic/$rmbs) [Western Digital Corp (WDC)](/topic/$wdc) [Vistra, Corp. (VST)](/topic/$vst) [NRG Energy Inc (NRG)](/topic/$nrg) [Constellation Energy Corp (CEG)](/topic/$ceg) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Teradyne, Inc. (TER)](/topic/$ter) [Array Technologies, Inc. (ARRY)](/topic/$arry) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [MKS Instruments Inc (MKSI)](/topic/$mksi) [Transocean LTD. (RIG)](/topic/$rig) [Shoals Technologies Group, Inc. (SHLS)](/topic/$shls) [Venture Global, Inc (VG)](/topic/$vg) ### Top Social Posts Top posts by engagements in the last [--] hours "$HSBC / SEHK [-----] (long new ATH) I don't really "trade" stocks at my local Hong Kong market -- most of the time the liquidity the quality & the market context isn't really favorable (and also the high cost of transaction mainly stamp duties). So the majority of my local stock holdings at Hong Kong are marked as "long term investment" which aim to provide me a steady stream of dividend incomes. I don't even check their charts every month. But man +73% gains in the year of [----]. Holy cow" [X Link](https://x.com/wey_how12640/status/2006973551275049424) 2026-01-02T06:19Z [----] followers, [----] engagements "$BE (long) +16% early market as $AEP announced a $2.65 billion deal to purchase solid oxide fuel cells from the company. What a timely revisit before the news hit. Congratulations long" [X Link](https://x.com/wey_how12640/status/2009274146564235516) 2026-01-08T14:41Z [----] followers, [----] engagements "$TTMI (long preparing for exit) Earnings out not a positive reaction pre-market. This is a starter size (3%) with current unrealised loss -4.58% at the premarket price of $91ish. I will exit it by setting a hard stop based on opening range structure if it triggers. Will continue to hold otherwise unless there is a better opportunity" [X Link](https://x.com/wey_how12640/status/2019406352662294617) 2026-02-05T13:42Z [----] followers, [----] engagements "$LITE (long/top up) $GOOGL expects $175$185 billion in capital expenditures for [----] (up significantly from $91B in 2025). $GOOGL's own data center designs heavily incorporate optical technologies for efficiency. This hyperscale spending is a strong positive tailwind for optical suppliers like $LITE as AI clusters require exponentially more high-bandwidth low-latency interconnects" [X Link](https://x.com/wey_how12640/status/2019427762759680102) 2026-02-05T15:07Z [----] followers, [----] engagements "Feb [--] [----] - Did You Go Fishing The fear continues. $SPX fell [---] points (3%) after printing its ATH at [----] and crashed below 50sma today while the $RSP is still above 21ema. Stocks Index Always. My [--] top ups today are largely successful. [--]. $GOOGL defended 50sma and closed near 21ema. [--]. $LITE hit and closed new ATH. [--]. $SNDK's stop at LoD not triggered but weak after hours. When my hard stop is being violated in the after hours I cancel it and I will watch the opening range structure in the normal hours on the following day instead. IMO the earnings gap which start at $539 is a critical" [X Link](https://x.com/wey_how12640/status/2019578567500394995) 2026-02-06T01:07Z [----] followers, [----] engagements "$LITE (long) - How Important is Market Awareness $LITE hit new ATH and closed new ATH. $LITE is now about 30% weight after my consecutive top up over these two days in response to $LITE's earnings and also what transpire from $GOOGL's earnings call on the CapEX. Overall I am giving myself 9/10 unshamefully on my execution (while the positive outcome last.) -- from first recognising that the washout to 50sma could be just market's over-reaction to China's ban (hence an opportunity) to my decisiveness in securing entries on the 2nd retest of 50sma (a similar playbook as $MU on Dec [--] 2025). (My" [X Link](https://x.com/wey_how12640/status/2019600516670804049) 2026-02-06T02:34Z [----] followers, [----] engagements "@KynaKosling Agree. My trading outcome starts to improve once I started to journal down my thoughts at the end of [----]. Oh well maybe it is just because it is the begining of a bull market" [X Link](https://x.com/wey_how12640/status/2020519240004973033) 2026-02-08T15:25Z [----] followers, [---] engagements "$TSEM (long) The volume is out following the UC&R of the 50sma right before the announcement of the partnership with $NVDA to advance AI Infrastructure with 1.6T Data Center Optical Modules. Today opened with a gap above 10sma and reaching for the highs emanating strength before its coming earnings release on Feb [--] [----]. Gilad Shainer Senior Vice President Networking NVIDIA: The exponential growth of AI is driving the need for a new class of high-speed scalable networking to connect AI infrastructure NVIDIA is collaborating with Tower Semiconductor to advance the ecosystem enabling more" [X Link](https://x.com/wey_how12640/status/2019788066999939320) 2026-02-06T14:59Z [----] followers, [----] engagements "$RKLB (new) Revisiting an old friend. Chart-wise seems to be a reclaim of 50sma & a pivot. Nothing ambitious for now just a 3% starter ahead of its earnings on Feb [--] 2026" [X Link](https://x.com/wey_how12640/status/2021240449940291621) 2026-02-10T15:10Z [----] followers, [----] engagements "Bring Your Own Generation (A Market Awareness Post) $BE $GEV $PWR Writing this post reminds me on my attached post in May [----] on the power generation for AI which is perhaps my first post on theme/ market awareness. (My May 2024's post) What's happening recently is on the power generation too but with a new twist. A) Trump on Truth Social Jan [--] 2026: "I never want Americans to pay higher Electricity bills because of Data Centers. the big Technology Companies who build them must pay their own way." Data centers built amid the AI boom have strained grid capacity and raised costs in recent" [X Link](https://x.com/wey_how12640/status/2013605619207676246) 2026-01-20T13:32Z [----] followers, [----] engagements "$PWR (long) A Power of Three candidate not because PWR stands for Power but because of the three KMAs. It actually stands for Quanta Services one of the potential beneficiaries of BYOG (Bring Your Own Generation). Not sure how beneficial is it and not sure if this ticker got what it takes to represent an efficient use of my capital i.e. will it be too slow without an obvious and long uptrend All in all just a 3% allocation" [X Link](https://x.com/wey_how12640/status/2013814338579206451) 2026-01-21T03:22Z [----] followers, [----] engagements "Your Trading Playbooks As time passes I believe you can build up various trading playbooks which serve as your personal guide when you are faced with a similar situation next. Things like IPO base breakout playbook. Tradewar/ TACO playbook. YEN carry trade unwinding playbook (getting less significant). Follow Pelosi Playbook. Rerating Playbook and what else etc etc. The attached is what I wrote on $MU on the re-rating playbook. There are actually more segments to rerating. On individual company level it could be things like: 1) Cyclical to Structural e.g. the current example $MU 2) Macro/" [X Link](https://x.com/wey_how12640/status/2016839909605331425) 2026-01-29T11:44Z [----] followers, [----] engagements "$SNDK (long) Got back to my full position (24% at latest MVs) at higher cost than my partial sell into strength before earnings. There is no room for hesitation in the context of that insane earnings & guidance" [X Link](https://x.com/wey_how12640/status/2018351158394536396) 2026-02-02T15:49Z [----] followers, [----] engagements "Some Additional Market Awareness () (Feb [--] 2026) $MU $SNDK $GOOGL's CAPEX plan is $175-$185 Billion for the year vs. street estimate of $120 Billion. $QCOM CEO Cristiano Amon and management attributed the weaker-than-expected Q2 guidance entirely to memory issues: "In the coming quarters the handset industry will be constrained by the availability and pricing of memory particularly DRAM. As memory suppliers redirect manufacturing capacity to HBM to meet AI data center demand the resulting industry-wide memory shortage and price increases are likely to define the overall scale of the handset" [X Link](https://x.com/wey_how12640/status/2019349853227348240) 2026-02-05T09:58Z [----] followers, [----] engagements "$TSEM (long) This name stage an UC&R washdown to 50sma and closed -11% yesterday stopping out many who placed a hard and tight stop (as usual I am the exception since I have a longer term focus and I don't carry hard stop). Then the good news hit pre-market today: $TSEM teams with NVIDIA to advance AI Infrastructure with 1.6T Data Center Optical Modules Gilad Shainer Senior Vice President Networking NVIDIA: The exponential growth of AI is driving the need for a new class of high-speed scalable networking to connect AI infrastructure NVIDIA is collaborating with Tower Semiconductor to advance" [X Link](https://x.com/wey_how12640/status/2019381145176268992) 2026-02-05T12:02Z [----] followers, [----] engagements "@FranVezz Argh I sold $TER too early. Now I have to find my way back if the market offers me a chance" [X Link](https://x.com/wey_how12640/status/2019604054419308641) 2026-02-06T02:48Z [----] followers, [---] engagements "Attached is a simple scan for relative strength (in this environment) using TradingView from Jeff. Note: [--]. Can also relax the 10sma criteria to reveal some borderline cases just below 10sma e.g. by switching it to 13ema you will get additional names $ARRY $DOCN $MKSI $RIG $SHLS $STX $VG [--]. Or change 20sma to 21ema if that's more of your thing where you will reveal a secret Victoria's Secret $VSCO price is below 20sma but above 21ema" [X Link](https://x.com/wey_how12640/status/2019692498982183207) 2026-02-06T08:39Z [----] followers, [----] engagements "$MU & $SNDK (long) Which pill did you take The Red = Short the Chart for a day The Blue = Position Yourself for a year" [X Link](https://x.com/wey_how12640/status/2019733079670337868) 2026-02-06T11:21Z [----] followers, [----] engagements "Why are you not in $SNDK $MU or $LITE" [X Link](https://x.com/wey_how12640/status/2019778693250576617) 2026-02-06T14:22Z [----] followers, [----] engagements "1) Mental stops. there is no fixed limit else it is not mental. e.g. $TSEM on Feb [--] [----] closed at -11% and intraday flushed even lower than that. It doesn't trigger my mental stop because there are actually a lot of reasons e.g. the general market sell down just a minor position my higher risk tolerance level I don't believe a single day of bearish candle will invalidate the prior RS and overall investment thesis etc. Also due to timezone difference I already went to bed anyway during all the panics. What it means is that with longer timeframe and with investing in mind instead of trading I" [X Link](https://x.com/wey_how12640/status/2020439738881302987) 2026-02-08T10:09Z [----] followers, [--] engagements "@johnytalker I see I see. Agree that we should each find our balance. I am leaning towards longer term trend following investing. You may want to check out Larry from @bluechipdaily if you prefer a less stressful approach than short term trading" [X Link](https://x.com/wey_how12640/status/2020877955875156168) 2026-02-09T15:10Z [----] followers, [--] engagements "You Should Think About This The $SPX has been chopping for a few months in an upwards-direction and $RSP (the equal weighted [---] index) hit a new ATH today. But the majority of traders (as per @NickSchmidt's poll) are in pain and they have been in pain most likely since October [----] i.e. [--] months+. There are two things that you probably need to really think about: [--]. How you allow yourself to be chopped up why. [--]. How you intend to move forward if this type of choppiness persist. Within my circle of friends my "prediction" at the start of this year is that the volatility in this year will" [X Link](https://x.com/wey_how12640/status/2019235238753497461) 2026-02-05T02:22Z [----] followers, [----] engagements "$MTSI - The Arms Dealer Supplying Both Sides I am picking up this stock idea from @NuttyCLD well written article here: $MTSI specialises in high speed analog chips. From the recent earnings call Steve Daly emphasized robust momentum particularly in data center driven by next-generation products (especially the transition to 1.6T optical interconnects). This led MACOM to raise its full-year [----] data center growth outlook from 20% to 35-40% year-over-year. What I like most is that its analog components are needed in every architecture (whether CPO or Pluggable) as long as electro-optical" [X Link](https://x.com/wey_how12640/status/2020880250834723199) 2026-02-09T15:19Z [----] followers, [----] engagements "$INTC (new) Took my chance at $47.30 (pre-market) looking at the technical confluence of suports (21ema UTL and a TRL flipped support). Fundamentally not really sure about this but great that the U.S. government holds 10% equity with CHIPS Act support. Nvidia invested $5 billion SoftBank partnered and unconfirmed reports suggest Apple involvement" [X Link](https://x.com/wey_how12640/status/2021597501883666725) 2026-02-11T14:49Z [----] followers, [----] engagements "$TSEM (long) - The Re-Rating of an Underdog (Tech & "Fundamentals") $TSEM can perhaps make it to my Re-Rating Playbook (in the shift in business mix category). A) Technical Read It all started with the previous PEG which ended up pushing the price to close at +16.69% on Nov [--] [----]. And the price since then remain strong above 21ema. This name exhibits RS in the Deceptive December [----] & Difficult January [----] too as you can see in the chart (or from my feel of watching my watchlists everyday). Everytime the prices dipped below 21ema there seems to be invisible hands that pushed them up again" [X Link](https://x.com/wey_how12640/status/2017044644039970896) 2026-01-30T01:18Z [----] followers, [----] engagements "$SNDK (trim) - $GLW $COHR (new) The latest top up is discretionary out today following the breach of 10sma. Its performance is weaker than my expectation. Agree that the buying power has been diminishing and most likely it need more time to consolidate here will only keep the core (which is with profit cushion over 100%) for now. The released fund (of this trim) is used to buy into early weakness of $GLW and $COHR. $GLW $COHR" [X Link](https://x.com/wey_how12640/status/2021237675202842707) 2026-02-10T14:59Z [----] followers, [----] engagements "$COHR (long) Took the opportunity of the 10sma retest today to build a little bit more position to 8% in total" [X Link](https://x.com/wey_how12640/status/2021611853936476364) 2026-02-11T15:46Z [----] followers, [---] engagements "$MRVL (new) - An Investment Idea This name is brought to the spotlight with its acquisition of Celestial AI in December [----]. If acquisitions integrate smoothly and demand holds AI inference and optics as secular drivers can potentially deliver 40%+ annual EPS growth through [----]. With a longer term focus just posting a weekly chart for now" [X Link](https://x.com/wey_how12640/status/2016164758786126101) 2026-01-27T15:01Z [----] followers, [----] engagements "Not many in this type of news driven volatile and bifurcated market but from my universe of stocks probably the following: [--]. $BE low volume inside bar above 10sma. [--]. $TTMI the price is sticking to and tightening itself right above 8ema for [--] days straight before today's new ATH close [--]. $PLAB - Weekly Chart WON's 3-week tight (preceding this week) above a pivot and 8ema weekly. [--]. $TSEM - low volume inside bar after hitting new ATH" [X Link](https://x.com/wey_how12640/status/2018564624111865904) 2026-02-03T05:58Z [----] followers, [----] engagements "$BE (long) - Pre-Earnings Chart Not sure what happened apparently this stock crashed a lot during my sleep but it didn't manage to stop me out since I don't carry a hard one (pun intended). Price undercut the 21ema reversed back to above the BO pivot. The earnings will be out after the market close on Feb [--]. This is a deliberate sit through earnings for me with the existing cushion of 36% on the remaining 6% position. I will decide what to do next only after earnings. Just my own trade my own thoughts and my own risk acceptance" [X Link](https://x.com/wey_how12640/status/2019243144110637211) 2026-02-05T02:54Z [----] followers, [----] engagements "$BE (long) - Earnings Out Earnings is out and I nibbled another 3% at below $138. Does it have what it takes to reclaim the pivot/ 21ema We will see. During the earnings call CEO K.R. Sridhar emphasized that "Bloom is rapidly becoming the standard for on-site power" noting a shift in perception of on-site power generation from a last resort to a business necessity. Two major partnerships announced in [----] - a collaboration with OpenAI to power AI data centers and a $5 billion strategic AI infrastructure partnership with Brookfield Asset Management. Dramatic Increase in backlog provides" [X Link](https://x.com/wey_how12640/status/2019592836560351610) 2026-02-06T02:03Z [----] followers, [----] engagements "I missed this perspective. Sounds bullish for the stock $BE" [X Link](https://x.com/wey_how12640/status/2019629744703373583) 2026-02-06T04:30Z [----] followers, [----] engagements "My style definitely works better in a bull market/ beginning of theme. Regarding your second question I think we do not know if this is still a relative young phase of a bull or an early stage of selected themes although I have my personal bias. Just respecting the trend for now" [X Link](https://x.com/wey_how12640/status/2021495852150472827) 2026-02-11T08:05Z [----] followers, [--] engagements "SEHK [-----] Pop Mart Price is acting well preparing to break $230. This name exhibit enormous RS last few days when the general benchmark index HSI was weak (and my top up ensued). In the spirits of Social Arbitrage/ Peter Lynch moment I went to Pop Mart's Molly 20th Anniversary Exhibition yesterday and it didn't disappoint" [X Link](https://x.com/wey_how12640/status/2018537020096971130) 2026-02-03T04:08Z [----] followers, [----] engagements "$SNDK Some look at the chart yelled parabolic exhaustion and starts shorting for a short term gain. Some study the WHYs behind and continue to position for the volatile upside. Only Price Pays" [X Link](https://x.com/wey_how12640/status/2018629262119743706) 2026-02-03T10:14Z [----] followers, [----] engagements "Translation: To profits from the market first we must learn how to lose. There are a few things here on "how to lose": [--]. Think risk first. This is a reminder that regardless how rosy is the prospect of a trade/ stock there is always a downside risk the moment you enter a trade. [--]. The determination of stop loss your exit plan should things go sour is planned BEFORE you enter the trade not after. [--]. There is no hard and fast rules on what is a logical stop loss level as it is much depends on the behaviour of individual names/ stages (parabolic/ accumulation)/ market condition (healthy or" [X Link](https://x.com/wey_how12640/status/1767016951392637090) 2024-03-11T02:37Z [----] followers, 65.6K engagements "$MU (Preparation for 1/3 Trim) "Sell Margin Into Strength & Equity Into Weakness." $MU is currently my biggest position at 50% weight hence this is also my biggest focus of all. Just a heads up on my planned 1/3 trim for $MU. Hard backstop set at $398.60 (today's opening range low). At the time of writing it is not triggered yet. Considerations triggered: Item 1: Jeff's ATR extension Item 2: Jeff's riding the 10sma Item 4: Matt Petralia's Position/Swing Mix Item 12: Fibo extension [-----] at $456 Item 14: Swing High + FT for [--] degree stock Item 20: Homily Chart Yellow Taichi (Risk alert) Item" [X Link](https://x.com/anyuser/status/2019061523260604732) 2026-02-04T14:52Z [----] followers, [----] engagements "$SNDK (long) The latest top up was done at $575 currently maintained at 25% weight (fwiw some top ups on the earnings day were deleted at BE as I don't like the highish cost basis of $609). I will try to stay long bias above 21ema which is currently catching up to above $500 soon. I expect the pre-earnings close of $539 should have provided some support before that that was the closing price right before the market was caught off-guard by the earnings" [X Link](https://x.com/wey_how12640/status/2019746180947931152) 2026-02-06T12:13Z [----] followers, [----] engagements "$STX (new) I always wanted a hard disk name. Just nibbled some at the 10sma during the gap up and retest in the early market. Nothing ambitious just 4% weight" [X Link](https://x.com/wey_how12640/status/2019785596139720949) 2026-02-06T14:49Z [----] followers, [----] engagements "Helium from Fifty Shades Darker (My Piano Cover) Something for the weekend. Enjoy (Based on piano arrangement by Aldy Santos) Lyrics: I'm trying but I keep falling down I cry out but nothing comes now I'm giving my all And I know peace will come I never wanted to need someone Yeah I wanted to play tough Thought I could do all this on my own But even Superwoman Sometimes needed Superman's soul Help me out of this hell Your love lifts me up like helium Your love lifts me up when I'm down down down When I've hit the ground You're all I need And if you let go I'll float towards the sun I'm" [X Link](https://x.com/wey_how12640/status/2020000033605861752) 2026-02-07T05:01Z [----] followers, [----] engagements "Hyperscalers' $600bn CapEx - The Context Analysts have been underestimating the aggressiveness of AI buildups - the consensus was around $465bn at the start of Q3 [----] earnings season revised upwards multiple times to $527bn by mid Q4 [----] but still fall shorts of the latest forecast. The [----] projection marks a 60% YoY increase from [----] continuing the AI-fueled "supercycle." $600bn is the largest infrastructure investment boom in modern history. Per MUFG Americas roughly 75% of that spend is directly tied to AI infrastructure (i.e. servers GPUs datacenters equipment) rather than traditional" [X Link](https://x.com/wey_how12640/status/2020339240010412404) 2026-02-08T03:29Z [----] followers, [----] engagements "$PLTR - Conviction with Flexibility (no more position) $PLTR was one of my meaningful positions since its $30ish in August [----]. In terms of YTD net realised gains it contributed a handsome 41.0% in [----] a decent 18.0% in [----] but lastly in [----] YTD only a small 3.5%. I like its fundamentals and I believe it still has more upside ahead. However when the price is no longer collaborating on the chart I have to slowly give way to better trade ideas. Because this is not a game of personal opinion or ego but a game of respecting the trend and a game of keep finding the next winners and funding" [X Link](https://x.com/anyuser/status/2020507538702364944) 2026-02-08T14:38Z [----] followers, [----] engagements "$MU Feb [--] [----] Update We should all start to live before we get too old. Fear is stupid. So are regrets. Marilyn Monroe The latest 1/3 trim into strength on Feb [--] [----] was just right in time to provide funds to catch the 20%ish move of $LITE. A) "Fear is Stupid" and has no place in trading. The [--] Fears holding you back in trading as Mike Douglas defines in his influential book "Trading In The Zone": [--]. Fear of Being Wrong [--]. Fear of Missing Out [--]. Fear of Losing Money [--]. Fear of Leaving Money on the Table Which one are you still falling a victim to B) "So Are Regrets" stop living in the past" [X Link](https://x.com/wey_how12640/status/2021048198010376380) 2026-02-10T02:26Z [----] followers, [----] engagements "Start Living In the Present. $SPX is back (again x 3) above all KMAs which are purposely not shown as additional noise on the charts. $RSP closed a new ATH. Over the weekend I couldn't help but took a little tour around the social media on what are the grandmasters' view on the market. As usual there are both bull camp and bear camp. Somehow I have always believe that this is a bull market unless the fundamentals erode so maybe count me in the bull camp except that I am just a casual investor. Some bears are drawing historical precedents of the rotation in sectors and the weaknesses in big" [X Link](https://x.com/wey_how12640/status/2021059524254466177) 2026-02-10T03:11Z [----] followers, [----] engagements "$STX (out) Lost traction on this new position. Prefer to not let capital tied up" [X Link](https://x.com/wey_how12640/status/2021235131793527025) 2026-02-10T14:49Z [----] followers, [----] engagements "You are welcome. Truth is I practise discretionary ie there is no hard stop. If it breached 50sma again I will reassess based on the then price structure then only consider an exit or a hard. Context wise this is just a 3% starter ahead of an earnings and I am not looking to trade but rather position myself for the volatile upside. Downside risk pretty much financed by overall traction in my portfolio and my recent successful execution on this name too (mentally I am simply buying some of it back lower). Based on technical levels you could definitely choose one eg PDL or the recent low of" [X Link](https://x.com/wey_how12640/status/2021371840413958249) 2026-02-10T23:52Z [----] followers, [--] engagements "$ALAB (no position) - Does $LITE matter $ALAB fell 9% after hours after earnings. This is a wake up call for speculators who "bet" that $ALAB should expect to see a positive reaction that $CRDO received in releasing their preliminary earnings -- no stock is created equal. Why am I such a wet blanket commenting on a stock which go down which I have no position on hurting the feelings of those who own it Before you judge me I don't care. But my intention is actually more on studying $ALAB's management view on the Optical Supercycle the thesis that prompt me to size into $LITE in the first place" [X Link](https://x.com/wey_how12640/status/2021395007576605027) 2026-02-11T01:25Z [----] followers, [----] engagements "Feb [--] [----] - Trade Your Process not PnL $LITE $MU $SNDK $BE $GOOGL $TSEM $GLW $COHR $TTMI $NVDA $MTSI $RKLB A) The Red & Your Emotion It is a completely red day on my holding screen today. This is not the first time it has happened many times before and certainly won't be the last time. I would be delusional to think that every stock only goes up everyday. Emotion whether it is fear or exuberance comes and goes. It is not permanent and doesn't help in executing your process. You should be emotionally numbed to the daily up and down in your PnL up to a point that your wife can't figure out if" [X Link](https://x.com/wey_how12640/status/2021415770077659405) 2026-02-11T02:47Z [----] followers, [----] engagements "Feeling cheap is not the same as being safe. Always have a Plan B" [X Link](https://x.com/wey_how12640/status/2021499965596631082) 2026-02-11T08:22Z [----] followers, [----] engagements "$RKLB (hard stop set) If it can't stand above 50sma it probably means it wasn't ready setting a hard stop at $69.80 (today's LoD for now). Hopefully it starts to put in a HL here if the UC&R is successful" [X Link](https://x.com/wey_how12640/status/2021596781558042829) 2026-02-11T14:46Z [----] followers, [---] engagements "$LRCX (new) This has been on my watchlist for quite a while. I was hesitating yesterday when it retested the 21ema. With some new funds released today I decided to buy the gap up retest of 10sma instead. What I like about $LRCX is that it is a major supplier of wafer fabrication equipment with significant exposure to both foundry/logic (66%) and memory segments (34%). AI memory is a major growth driver within that 34% memory bucket" [X Link](https://x.com/wey_how12640/status/2021614774946349355) 2026-02-11T15:58Z [----] followers, [---] engagements "Feb [--] [----] early market (update) $LITE $MU $SNDK $COHR $BE $TSEM $GLW $NVDA $LRCX $GOOGL $INTC $MTSI After a day of red EC hits new high in the early market as memories are back. With my coming vacation this weekend my focus now shifts towards de-leveraging and trimming. Deleted: $RKLB (2nd lost of 50sma) $TTMI (raised stop) New: $INTC (technical confluence) $LRCX (gap up 10sma retest) Trims: $GOOGL (relative weakness) $BE (relative weakness) Top Ups: $COHR (10sma)" [X Link](https://x.com/wey_how12640/status/2021617094018941170) 2026-02-11T16:07Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@wey_how12640 Wey How
Wey How posts on X about $sndk, ai, $be, $lite the most. They currently have [-----] followers and [--] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] -27%
- [--] Month [-------] +66%
- [--] Months [---------] +180%
- [--] Year [---------] +77%
Mentions: [--] #
- [--] Week [--] -38%
- [--] Month [---] +42%
- [--] Months [-----] +91%
- [--] Year [-----] -2.50%
Followers: [-----] #
- [--] Week [-----] +1.50%
- [--] Month [-----] +12%
- [--] Months [-----] +76%
- [--] Year [-----] +211%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 30.93% finance 14.43% technology brands 10.31% cryptocurrencies 6.19% travel destinations 2.06% countries 1.03% currencies 1.03%
Social topic influence $sndk #27, ai 10.31%, $be #12, $lite #5, $mu #59, $tsem #3, $googl #1601, in the 6.19%, just a #1380, closed #1003
Top accounts mentioned or mentioned by @cruxcapital @chartsjavi @bluechipdaily @johnytalker @cflanders7 @mikelgilreath @martychargin @franvezz @nickschmidts @tradeikigai @oratnek_ill @linminhtoo @jlawstock @ankurpatel59 @clementang17 @anandragn @nickschmidt @venu7 @dreamerabh @halaltrader
Top assets mentioned Sandisk Corporation (SNDK) Bloom Energy Corporation (BE) Lumentum Holdings Inc. Common Stock (LITE) Micron Technology, Inc. (MU) Tower Semiconductor Ltd (TSEM) Alphabet Inc Class A (GOOGL) TTM Technologies Inc (TTMI) Rocket Lab USA, Inc. Common Stock (RKLB) Stacks (STX) Corning Incorporated (GLW) Coherent Inc (COHR) SPX6900 (SPX) NVIDIA Corp. (NVDA) GE Vernova Inc. (GEV) Quanta Services Inc (PWR) MACOM Technology Solutions Holdings, Inc (MTSI) Intel Corporation (INTC) QUALCOMM, Inc. (QCOM) Taiwan Semiconductor (TSM) Lam Research Corporation (LRCX) HSBC Holdings PLC (HSBC) American Electric Power Company Inc (AEP) Rambus Inc (RMBS) Western Digital Corp (WDC) Vistra, Corp. (VST) NRG Energy Inc (NRG) Constellation Energy Corp (CEG) Broadcom, Inc. (AVGO) Teradyne, Inc. (TER) Array Technologies, Inc. (ARRY) DigitalOcean Holdings, Inc. (DOCN) MKS Instruments Inc (MKSI) Transocean LTD. (RIG) Shoals Technologies Group, Inc. (SHLS) Venture Global, Inc (VG)
Top Social Posts
Top posts by engagements in the last [--] hours
"$HSBC / SEHK [-----] (long new ATH) I don't really "trade" stocks at my local Hong Kong market -- most of the time the liquidity the quality & the market context isn't really favorable (and also the high cost of transaction mainly stamp duties). So the majority of my local stock holdings at Hong Kong are marked as "long term investment" which aim to provide me a steady stream of dividend incomes. I don't even check their charts every month. But man +73% gains in the year of [----]. Holy cow"
X Link 2026-01-02T06:19Z [----] followers, [----] engagements
"$BE (long) +16% early market as $AEP announced a $2.65 billion deal to purchase solid oxide fuel cells from the company. What a timely revisit before the news hit. Congratulations long"
X Link 2026-01-08T14:41Z [----] followers, [----] engagements
"$TTMI (long preparing for exit) Earnings out not a positive reaction pre-market. This is a starter size (3%) with current unrealised loss -4.58% at the premarket price of $91ish. I will exit it by setting a hard stop based on opening range structure if it triggers. Will continue to hold otherwise unless there is a better opportunity"
X Link 2026-02-05T13:42Z [----] followers, [----] engagements
"$LITE (long/top up) $GOOGL expects $175$185 billion in capital expenditures for [----] (up significantly from $91B in 2025). $GOOGL's own data center designs heavily incorporate optical technologies for efficiency. This hyperscale spending is a strong positive tailwind for optical suppliers like $LITE as AI clusters require exponentially more high-bandwidth low-latency interconnects"
X Link 2026-02-05T15:07Z [----] followers, [----] engagements
"Feb [--] [----] - Did You Go Fishing The fear continues. $SPX fell [---] points (3%) after printing its ATH at [----] and crashed below 50sma today while the $RSP is still above 21ema. Stocks Index Always. My [--] top ups today are largely successful. [--]. $GOOGL defended 50sma and closed near 21ema. [--]. $LITE hit and closed new ATH. [--]. $SNDK's stop at LoD not triggered but weak after hours. When my hard stop is being violated in the after hours I cancel it and I will watch the opening range structure in the normal hours on the following day instead. IMO the earnings gap which start at $539 is a critical"
X Link 2026-02-06T01:07Z [----] followers, [----] engagements
"$LITE (long) - How Important is Market Awareness $LITE hit new ATH and closed new ATH. $LITE is now about 30% weight after my consecutive top up over these two days in response to $LITE's earnings and also what transpire from $GOOGL's earnings call on the CapEX. Overall I am giving myself 9/10 unshamefully on my execution (while the positive outcome last.) -- from first recognising that the washout to 50sma could be just market's over-reaction to China's ban (hence an opportunity) to my decisiveness in securing entries on the 2nd retest of 50sma (a similar playbook as $MU on Dec [--] 2025). (My"
X Link 2026-02-06T02:34Z [----] followers, [----] engagements
"@KynaKosling Agree. My trading outcome starts to improve once I started to journal down my thoughts at the end of [----]. Oh well maybe it is just because it is the begining of a bull market"
X Link 2026-02-08T15:25Z [----] followers, [---] engagements
"$TSEM (long) The volume is out following the UC&R of the 50sma right before the announcement of the partnership with $NVDA to advance AI Infrastructure with 1.6T Data Center Optical Modules. Today opened with a gap above 10sma and reaching for the highs emanating strength before its coming earnings release on Feb [--] [----]. Gilad Shainer Senior Vice President Networking NVIDIA: The exponential growth of AI is driving the need for a new class of high-speed scalable networking to connect AI infrastructure NVIDIA is collaborating with Tower Semiconductor to advance the ecosystem enabling more"
X Link 2026-02-06T14:59Z [----] followers, [----] engagements
"$RKLB (new) Revisiting an old friend. Chart-wise seems to be a reclaim of 50sma & a pivot. Nothing ambitious for now just a 3% starter ahead of its earnings on Feb [--] 2026"
X Link 2026-02-10T15:10Z [----] followers, [----] engagements
"Bring Your Own Generation (A Market Awareness Post) $BE $GEV $PWR Writing this post reminds me on my attached post in May [----] on the power generation for AI which is perhaps my first post on theme/ market awareness. (My May 2024's post) What's happening recently is on the power generation too but with a new twist. A) Trump on Truth Social Jan [--] 2026: "I never want Americans to pay higher Electricity bills because of Data Centers. the big Technology Companies who build them must pay their own way." Data centers built amid the AI boom have strained grid capacity and raised costs in recent"
X Link 2026-01-20T13:32Z [----] followers, [----] engagements
"$PWR (long) A Power of Three candidate not because PWR stands for Power but because of the three KMAs. It actually stands for Quanta Services one of the potential beneficiaries of BYOG (Bring Your Own Generation). Not sure how beneficial is it and not sure if this ticker got what it takes to represent an efficient use of my capital i.e. will it be too slow without an obvious and long uptrend All in all just a 3% allocation"
X Link 2026-01-21T03:22Z [----] followers, [----] engagements
"Your Trading Playbooks As time passes I believe you can build up various trading playbooks which serve as your personal guide when you are faced with a similar situation next. Things like IPO base breakout playbook. Tradewar/ TACO playbook. YEN carry trade unwinding playbook (getting less significant). Follow Pelosi Playbook. Rerating Playbook and what else etc etc. The attached is what I wrote on $MU on the re-rating playbook. There are actually more segments to rerating. On individual company level it could be things like: 1) Cyclical to Structural e.g. the current example $MU 2) Macro/"
X Link 2026-01-29T11:44Z [----] followers, [----] engagements
"$SNDK (long) Got back to my full position (24% at latest MVs) at higher cost than my partial sell into strength before earnings. There is no room for hesitation in the context of that insane earnings & guidance"
X Link 2026-02-02T15:49Z [----] followers, [----] engagements
"Some Additional Market Awareness () (Feb [--] 2026) $MU $SNDK $GOOGL's CAPEX plan is $175-$185 Billion for the year vs. street estimate of $120 Billion. $QCOM CEO Cristiano Amon and management attributed the weaker-than-expected Q2 guidance entirely to memory issues: "In the coming quarters the handset industry will be constrained by the availability and pricing of memory particularly DRAM. As memory suppliers redirect manufacturing capacity to HBM to meet AI data center demand the resulting industry-wide memory shortage and price increases are likely to define the overall scale of the handset"
X Link 2026-02-05T09:58Z [----] followers, [----] engagements
"$TSEM (long) This name stage an UC&R washdown to 50sma and closed -11% yesterday stopping out many who placed a hard and tight stop (as usual I am the exception since I have a longer term focus and I don't carry hard stop). Then the good news hit pre-market today: $TSEM teams with NVIDIA to advance AI Infrastructure with 1.6T Data Center Optical Modules Gilad Shainer Senior Vice President Networking NVIDIA: The exponential growth of AI is driving the need for a new class of high-speed scalable networking to connect AI infrastructure NVIDIA is collaborating with Tower Semiconductor to advance"
X Link 2026-02-05T12:02Z [----] followers, [----] engagements
"@FranVezz Argh I sold $TER too early. Now I have to find my way back if the market offers me a chance"
X Link 2026-02-06T02:48Z [----] followers, [---] engagements
"Attached is a simple scan for relative strength (in this environment) using TradingView from Jeff. Note: [--]. Can also relax the 10sma criteria to reveal some borderline cases just below 10sma e.g. by switching it to 13ema you will get additional names $ARRY $DOCN $MKSI $RIG $SHLS $STX $VG [--]. Or change 20sma to 21ema if that's more of your thing where you will reveal a secret Victoria's Secret $VSCO price is below 20sma but above 21ema"
X Link 2026-02-06T08:39Z [----] followers, [----] engagements
"$MU & $SNDK (long) Which pill did you take The Red = Short the Chart for a day The Blue = Position Yourself for a year"
X Link 2026-02-06T11:21Z [----] followers, [----] engagements
"Why are you not in $SNDK $MU or $LITE"
X Link 2026-02-06T14:22Z [----] followers, [----] engagements
"1) Mental stops. there is no fixed limit else it is not mental. e.g. $TSEM on Feb [--] [----] closed at -11% and intraday flushed even lower than that. It doesn't trigger my mental stop because there are actually a lot of reasons e.g. the general market sell down just a minor position my higher risk tolerance level I don't believe a single day of bearish candle will invalidate the prior RS and overall investment thesis etc. Also due to timezone difference I already went to bed anyway during all the panics. What it means is that with longer timeframe and with investing in mind instead of trading I"
X Link 2026-02-08T10:09Z [----] followers, [--] engagements
"@johnytalker I see I see. Agree that we should each find our balance. I am leaning towards longer term trend following investing. You may want to check out Larry from @bluechipdaily if you prefer a less stressful approach than short term trading"
X Link 2026-02-09T15:10Z [----] followers, [--] engagements
"You Should Think About This The $SPX has been chopping for a few months in an upwards-direction and $RSP (the equal weighted [---] index) hit a new ATH today. But the majority of traders (as per @NickSchmidt's poll) are in pain and they have been in pain most likely since October [----] i.e. [--] months+. There are two things that you probably need to really think about: [--]. How you allow yourself to be chopped up why. [--]. How you intend to move forward if this type of choppiness persist. Within my circle of friends my "prediction" at the start of this year is that the volatility in this year will"
X Link 2026-02-05T02:22Z [----] followers, [----] engagements
"$MTSI - The Arms Dealer Supplying Both Sides I am picking up this stock idea from @NuttyCLD well written article here: $MTSI specialises in high speed analog chips. From the recent earnings call Steve Daly emphasized robust momentum particularly in data center driven by next-generation products (especially the transition to 1.6T optical interconnects). This led MACOM to raise its full-year [----] data center growth outlook from 20% to 35-40% year-over-year. What I like most is that its analog components are needed in every architecture (whether CPO or Pluggable) as long as electro-optical"
X Link 2026-02-09T15:19Z [----] followers, [----] engagements
"$INTC (new) Took my chance at $47.30 (pre-market) looking at the technical confluence of suports (21ema UTL and a TRL flipped support). Fundamentally not really sure about this but great that the U.S. government holds 10% equity with CHIPS Act support. Nvidia invested $5 billion SoftBank partnered and unconfirmed reports suggest Apple involvement"
X Link 2026-02-11T14:49Z [----] followers, [----] engagements
"$TSEM (long) - The Re-Rating of an Underdog (Tech & "Fundamentals") $TSEM can perhaps make it to my Re-Rating Playbook (in the shift in business mix category). A) Technical Read It all started with the previous PEG which ended up pushing the price to close at +16.69% on Nov [--] [----]. And the price since then remain strong above 21ema. This name exhibits RS in the Deceptive December [----] & Difficult January [----] too as you can see in the chart (or from my feel of watching my watchlists everyday). Everytime the prices dipped below 21ema there seems to be invisible hands that pushed them up again"
X Link 2026-01-30T01:18Z [----] followers, [----] engagements
"$SNDK (trim) - $GLW $COHR (new) The latest top up is discretionary out today following the breach of 10sma. Its performance is weaker than my expectation. Agree that the buying power has been diminishing and most likely it need more time to consolidate here will only keep the core (which is with profit cushion over 100%) for now. The released fund (of this trim) is used to buy into early weakness of $GLW and $COHR. $GLW $COHR"
X Link 2026-02-10T14:59Z [----] followers, [----] engagements
"$COHR (long) Took the opportunity of the 10sma retest today to build a little bit more position to 8% in total"
X Link 2026-02-11T15:46Z [----] followers, [---] engagements
"$MRVL (new) - An Investment Idea This name is brought to the spotlight with its acquisition of Celestial AI in December [----]. If acquisitions integrate smoothly and demand holds AI inference and optics as secular drivers can potentially deliver 40%+ annual EPS growth through [----]. With a longer term focus just posting a weekly chart for now"
X Link 2026-01-27T15:01Z [----] followers, [----] engagements
"Not many in this type of news driven volatile and bifurcated market but from my universe of stocks probably the following: [--]. $BE low volume inside bar above 10sma. [--]. $TTMI the price is sticking to and tightening itself right above 8ema for [--] days straight before today's new ATH close [--]. $PLAB - Weekly Chart WON's 3-week tight (preceding this week) above a pivot and 8ema weekly. [--]. $TSEM - low volume inside bar after hitting new ATH"
X Link 2026-02-03T05:58Z [----] followers, [----] engagements
"$BE (long) - Pre-Earnings Chart Not sure what happened apparently this stock crashed a lot during my sleep but it didn't manage to stop me out since I don't carry a hard one (pun intended). Price undercut the 21ema reversed back to above the BO pivot. The earnings will be out after the market close on Feb [--]. This is a deliberate sit through earnings for me with the existing cushion of 36% on the remaining 6% position. I will decide what to do next only after earnings. Just my own trade my own thoughts and my own risk acceptance"
X Link 2026-02-05T02:54Z [----] followers, [----] engagements
"$BE (long) - Earnings Out Earnings is out and I nibbled another 3% at below $138. Does it have what it takes to reclaim the pivot/ 21ema We will see. During the earnings call CEO K.R. Sridhar emphasized that "Bloom is rapidly becoming the standard for on-site power" noting a shift in perception of on-site power generation from a last resort to a business necessity. Two major partnerships announced in [----] - a collaboration with OpenAI to power AI data centers and a $5 billion strategic AI infrastructure partnership with Brookfield Asset Management. Dramatic Increase in backlog provides"
X Link 2026-02-06T02:03Z [----] followers, [----] engagements
"I missed this perspective. Sounds bullish for the stock $BE"
X Link 2026-02-06T04:30Z [----] followers, [----] engagements
"My style definitely works better in a bull market/ beginning of theme. Regarding your second question I think we do not know if this is still a relative young phase of a bull or an early stage of selected themes although I have my personal bias. Just respecting the trend for now"
X Link 2026-02-11T08:05Z [----] followers, [--] engagements
"SEHK [-----] Pop Mart Price is acting well preparing to break $230. This name exhibit enormous RS last few days when the general benchmark index HSI was weak (and my top up ensued). In the spirits of Social Arbitrage/ Peter Lynch moment I went to Pop Mart's Molly 20th Anniversary Exhibition yesterday and it didn't disappoint"
X Link 2026-02-03T04:08Z [----] followers, [----] engagements
"$SNDK Some look at the chart yelled parabolic exhaustion and starts shorting for a short term gain. Some study the WHYs behind and continue to position for the volatile upside. Only Price Pays"
X Link 2026-02-03T10:14Z [----] followers, [----] engagements
"Translation: To profits from the market first we must learn how to lose. There are a few things here on "how to lose": [--]. Think risk first. This is a reminder that regardless how rosy is the prospect of a trade/ stock there is always a downside risk the moment you enter a trade. [--]. The determination of stop loss your exit plan should things go sour is planned BEFORE you enter the trade not after. [--]. There is no hard and fast rules on what is a logical stop loss level as it is much depends on the behaviour of individual names/ stages (parabolic/ accumulation)/ market condition (healthy or"
X Link 2024-03-11T02:37Z [----] followers, 65.6K engagements
"$MU (Preparation for 1/3 Trim) "Sell Margin Into Strength & Equity Into Weakness." $MU is currently my biggest position at 50% weight hence this is also my biggest focus of all. Just a heads up on my planned 1/3 trim for $MU. Hard backstop set at $398.60 (today's opening range low). At the time of writing it is not triggered yet. Considerations triggered: Item 1: Jeff's ATR extension Item 2: Jeff's riding the 10sma Item 4: Matt Petralia's Position/Swing Mix Item 12: Fibo extension [-----] at $456 Item 14: Swing High + FT for [--] degree stock Item 20: Homily Chart Yellow Taichi (Risk alert) Item"
X Link 2026-02-04T14:52Z [----] followers, [----] engagements
"$SNDK (long) The latest top up was done at $575 currently maintained at 25% weight (fwiw some top ups on the earnings day were deleted at BE as I don't like the highish cost basis of $609). I will try to stay long bias above 21ema which is currently catching up to above $500 soon. I expect the pre-earnings close of $539 should have provided some support before that that was the closing price right before the market was caught off-guard by the earnings"
X Link 2026-02-06T12:13Z [----] followers, [----] engagements
"$STX (new) I always wanted a hard disk name. Just nibbled some at the 10sma during the gap up and retest in the early market. Nothing ambitious just 4% weight"
X Link 2026-02-06T14:49Z [----] followers, [----] engagements
"Helium from Fifty Shades Darker (My Piano Cover) Something for the weekend. Enjoy (Based on piano arrangement by Aldy Santos) Lyrics: I'm trying but I keep falling down I cry out but nothing comes now I'm giving my all And I know peace will come I never wanted to need someone Yeah I wanted to play tough Thought I could do all this on my own But even Superwoman Sometimes needed Superman's soul Help me out of this hell Your love lifts me up like helium Your love lifts me up when I'm down down down When I've hit the ground You're all I need And if you let go I'll float towards the sun I'm"
X Link 2026-02-07T05:01Z [----] followers, [----] engagements
"Hyperscalers' $600bn CapEx - The Context Analysts have been underestimating the aggressiveness of AI buildups - the consensus was around $465bn at the start of Q3 [----] earnings season revised upwards multiple times to $527bn by mid Q4 [----] but still fall shorts of the latest forecast. The [----] projection marks a 60% YoY increase from [----] continuing the AI-fueled "supercycle." $600bn is the largest infrastructure investment boom in modern history. Per MUFG Americas roughly 75% of that spend is directly tied to AI infrastructure (i.e. servers GPUs datacenters equipment) rather than traditional"
X Link 2026-02-08T03:29Z [----] followers, [----] engagements
"$PLTR - Conviction with Flexibility (no more position) $PLTR was one of my meaningful positions since its $30ish in August [----]. In terms of YTD net realised gains it contributed a handsome 41.0% in [----] a decent 18.0% in [----] but lastly in [----] YTD only a small 3.5%. I like its fundamentals and I believe it still has more upside ahead. However when the price is no longer collaborating on the chart I have to slowly give way to better trade ideas. Because this is not a game of personal opinion or ego but a game of respecting the trend and a game of keep finding the next winners and funding"
X Link 2026-02-08T14:38Z [----] followers, [----] engagements
"$MU Feb [--] [----] Update We should all start to live before we get too old. Fear is stupid. So are regrets. Marilyn Monroe The latest 1/3 trim into strength on Feb [--] [----] was just right in time to provide funds to catch the 20%ish move of $LITE. A) "Fear is Stupid" and has no place in trading. The [--] Fears holding you back in trading as Mike Douglas defines in his influential book "Trading In The Zone": [--]. Fear of Being Wrong [--]. Fear of Missing Out [--]. Fear of Losing Money [--]. Fear of Leaving Money on the Table Which one are you still falling a victim to B) "So Are Regrets" stop living in the past"
X Link 2026-02-10T02:26Z [----] followers, [----] engagements
"Start Living In the Present. $SPX is back (again x 3) above all KMAs which are purposely not shown as additional noise on the charts. $RSP closed a new ATH. Over the weekend I couldn't help but took a little tour around the social media on what are the grandmasters' view on the market. As usual there are both bull camp and bear camp. Somehow I have always believe that this is a bull market unless the fundamentals erode so maybe count me in the bull camp except that I am just a casual investor. Some bears are drawing historical precedents of the rotation in sectors and the weaknesses in big"
X Link 2026-02-10T03:11Z [----] followers, [----] engagements
"$STX (out) Lost traction on this new position. Prefer to not let capital tied up"
X Link 2026-02-10T14:49Z [----] followers, [----] engagements
"You are welcome. Truth is I practise discretionary ie there is no hard stop. If it breached 50sma again I will reassess based on the then price structure then only consider an exit or a hard. Context wise this is just a 3% starter ahead of an earnings and I am not looking to trade but rather position myself for the volatile upside. Downside risk pretty much financed by overall traction in my portfolio and my recent successful execution on this name too (mentally I am simply buying some of it back lower). Based on technical levels you could definitely choose one eg PDL or the recent low of"
X Link 2026-02-10T23:52Z [----] followers, [--] engagements
"$ALAB (no position) - Does $LITE matter $ALAB fell 9% after hours after earnings. This is a wake up call for speculators who "bet" that $ALAB should expect to see a positive reaction that $CRDO received in releasing their preliminary earnings -- no stock is created equal. Why am I such a wet blanket commenting on a stock which go down which I have no position on hurting the feelings of those who own it Before you judge me I don't care. But my intention is actually more on studying $ALAB's management view on the Optical Supercycle the thesis that prompt me to size into $LITE in the first place"
X Link 2026-02-11T01:25Z [----] followers, [----] engagements
"Feb [--] [----] - Trade Your Process not PnL $LITE $MU $SNDK $BE $GOOGL $TSEM $GLW $COHR $TTMI $NVDA $MTSI $RKLB A) The Red & Your Emotion It is a completely red day on my holding screen today. This is not the first time it has happened many times before and certainly won't be the last time. I would be delusional to think that every stock only goes up everyday. Emotion whether it is fear or exuberance comes and goes. It is not permanent and doesn't help in executing your process. You should be emotionally numbed to the daily up and down in your PnL up to a point that your wife can't figure out if"
X Link 2026-02-11T02:47Z [----] followers, [----] engagements
"Feeling cheap is not the same as being safe. Always have a Plan B"
X Link 2026-02-11T08:22Z [----] followers, [----] engagements
"$RKLB (hard stop set) If it can't stand above 50sma it probably means it wasn't ready setting a hard stop at $69.80 (today's LoD for now). Hopefully it starts to put in a HL here if the UC&R is successful"
X Link 2026-02-11T14:46Z [----] followers, [---] engagements
"$LRCX (new) This has been on my watchlist for quite a while. I was hesitating yesterday when it retested the 21ema. With some new funds released today I decided to buy the gap up retest of 10sma instead. What I like about $LRCX is that it is a major supplier of wafer fabrication equipment with significant exposure to both foundry/logic (66%) and memory segments (34%). AI memory is a major growth driver within that 34% memory bucket"
X Link 2026-02-11T15:58Z [----] followers, [---] engagements
"Feb [--] [----] early market (update) $LITE $MU $SNDK $COHR $BE $TSEM $GLW $NVDA $LRCX $GOOGL $INTC $MTSI After a day of red EC hits new high in the early market as memories are back. With my coming vacation this weekend my focus now shifts towards de-leveraging and trimming. Deleted: $RKLB (2nd lost of 50sma) $TTMI (raised stop) New: $INTC (technical confluence) $LRCX (gap up 10sma retest) Trims: $GOOGL (relative weakness) $BE (relative weakness) Top Ups: $COHR (10sma)"
X Link 2026-02-11T16:07Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing