# ![@wey_how12640 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1707559719215489024.png) @wey_how12640 Wey How

Wey How posts on X about $mu, $sndk, $lite, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1707559719215489024/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1707559719215489024/c:line/m:interactions.svg)

- [--] Week [-------] -5.20%
- [--] Month [-------] +64%
- [--] Months [---------] +191%
- [--] Year [---------] +81%

### Mentions: [--] [#](/creator/twitter::1707559719215489024/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1707559719215489024/c:line/m:posts_active.svg)

- [--] Week [--] -28%
- [--] Month [---] +37%
- [--] Months [-----] +95%
- [--] Year [-----] -2%

### Followers: [-----] [#](/creator/twitter::1707559719215489024/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1707559719215489024/c:line/m:followers.svg)

- [--] Week [-----] +1.60%
- [--] Month [-----] +12%
- [--] Months [-----] +77%
- [--] Year [-----] +213%

### CreatorRank: [-------] [#](/creator/twitter::1707559719215489024/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1707559719215489024/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  47.12% [finance](/list/finance)  30.77% [technology brands](/list/technology-brands)  21.15% [cryptocurrencies](/list/cryptocurrencies)  9.62% [automotive brands](/list/automotive-brands)  3.85% [travel destinations](/list/travel-destinations)  2.88% [currencies](/list/currencies)  1.92% [exchanges](/list/exchanges)  0.96% [countries](/list/countries)  0.96% [social networks](/list/social-networks)  0.96%

**Social topic influence**
[$mu](/topic/$mu) #73, [$sndk](/topic/$sndk) #40, [$lite](/topic/$lite) #15, [ai](/topic/ai) 16.35%, [$be](/topic/$be) #20, [$tsem](/topic/$tsem) #3, [$googl](/topic/$googl) 13.46%, [in the](/topic/in-the) 10.58%, [$nvda](/topic/$nvda) #1268, [$ttmi](/topic/$ttmi) #5

**Top accounts mentioned or mentioned by**
[@cruxcapital](/creator/undefined) [@chartsjavi](/creator/undefined) [@martychargin](/creator/undefined) [@bluechipdaily](/creator/undefined) [@robinsonortiz](/creator/undefined) [@johnytalker](/creator/undefined) [@nickschmidts](/creator/undefined) [@mikelgilreath](/creator/undefined) [@fundmyfund](/creator/undefined) [@nuttycld](/creator/undefined) [@bobo65049912582](/creator/undefined) [@crux_capital_](/creator/undefined) [@robinson_ortiz_](/creator/undefined) [@linminhtoo](/creator/undefined) [@cflanders7](/creator/undefined) [@theshortbear](/creator/undefined) [@anandragn](/creator/undefined) [@nickschmidt](/creator/undefined) [@venu7](/creator/undefined) [@dreamerabh](/creator/undefined)

**Top assets mentioned**
[Micron Technology, Inc. (MU)](/topic/$mu) [Sandisk Corporation (SNDK)](/topic/$sndk) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Bloom Energy Corporation (BE)](/topic/$be) [Tower Semiconductor Ltd (TSEM)](/topic/$tsem) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [TTM Technologies Inc (TTMI)](/topic/$ttmi) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [SPX6900 (SPX)](/topic/$spx) [Coherent Inc (COHR)](/topic/$cohr) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Corning Incorporated (GLW)](/topic/$glw) [Rambus Inc (RMBS)](/topic/$rmbs) [Stacks (STX)](/topic/$stx) [Intel Corporation (INTC)](/topic/$intc) [MACOM Technology Solutions Holdings, Inc (MTSI)](/topic/$mtsi) [GE Vernova Inc. (GEV)](/topic/$gev) [Quanta Services Inc (PWR)](/topic/$pwr) [Tesla, Inc. (TSLA)](/topic/$tsla) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Coldstack (CLS)](/topic/$cls) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Applied Digital Corp. (APLD)](/topic/$apld) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Western Digital Corp (WDC)](/topic/$wdc) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Vistra, Corp. (VST)](/topic/$vst) [NRG Energy Inc (NRG)](/topic/$nrg) [Constellation Energy Corp (CEG)](/topic/$ceg) [Charles Schwab Corporation (SCHW)](/topic/charles-schwab) [Spacemesh (SMH)](/topic/$smh)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$CLS (re-entry) Revisiting an old friend. $CLS is a critical manufacturer for $GOOGL (TPU modules servers and full racks) and $AVGO (Tomahawk switches Jericho fabrics). Chart wise a potential Power of [--] price reclaiming 50sma after [--] weeks of sideway movement and retesting it in early market today. Price movements can be volatile at times. Upcoming earnings Jan [--] [----] which is a binary event. Know your risk $CLS (long) One of my early winners (entry in June [----] $116ish). I rode a full +100% to $240 level (exited during that consolidation phase in October) then only regretted as it went"  
[X Link](https://x.com/wey_how12640/status/2011449885275664697)  2026-01-14T14:46Z [----] 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. 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"  
[X Link](https://x.com/wey_how12640/status/2013814338579206451)  2026-01-21T03:22Z [----] followers, [----] engagements


"$TSEM (new) This name in the photonic theme has held up well amid the recent turbulence. A double inside bar digestion after making a recent attempt to take out the peak. Buyers seem to have been stepping in whenever it dips below 21ema. Target allocation 5% earnings Feb [--] [----]. https://twitter.com/i/web/status/2013974094606446743 https://twitter.com/i/web/status/2013974094606446743"  
[X Link](https://x.com/wey_how12640/status/2013974094606446743)  2026-01-21T13:56Z [----] followers, [----] engagements


"$COHR (new) So I am revisiting photonics theme today. This ia another great name in addition to $TSEM. $COHR . Coherent Corp. (NYSE: COHR) a global leader in photonics announced today that it will showcase its broad portfolio of products and innovations at SPIE Photonics West taking place January 20-22 [----]. At the event Coherent will highlight the depth and breadth of its https://t.co/UCaniaHXZz $COHR . Coherent Corp. (NYSE: COHR) a global leader in photonics announced today that it will showcase its broad portfolio of products and innovations at SPIE Photonics West taking place January"  
[X Link](https://x.com/wey_how12640/status/2013986858368430122)  2026-01-21T14:47Z [----] 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. https://twitter.com/i/web/status/2016164758786126101 https://twitter.com/i/web/status/2016164758786126101"  
[X Link](https://x.com/wey_how12640/status/2016164758786126101)  2026-01-27T15:01Z [----] followers, [----] engagements


"$TSEM (long) After a while I learn to appreciate a washout like this. See how the pin bar [--] days ago take out the low of the prior [--] days taking out traders who set their SL too tight. And the Gap Up Bearish bar yesterday stopping out another batch of traders who set their SL at the day open with low volume but the supplies have been absorbed above 10sma which it retested to. Here I present to you a live UC&R of a BO pivot. $TSEM (new) This name in the photonic theme has held up well amid the recent turbulence. A double inside bar digestion after making a recent attempt to take out the peak."  
[X Link](https://x.com/wey_how12640/status/2016318654389092554)  2026-01-28T01:13Z [----] followers, [----] engagements


"Jan [--] [----] Sydney Hung Her Bras T-3 to Close Hard on the Month $MU $SNDK $GOOGL $NVDA $LITE $APLD $PLTR $BE $TSLA $PLAB $TSEM $RKLB $MRVL $RMBS $TTMI $SPX hits a new ATH close and my Charles Schwab platfom gave me a heart attack (in a nice way) counting in the after hours price movements. This January is going to be one of the insane months for me. 77.5% of respondents from Nick's survey said that January has been difficult to trade. Being on the 22.5% camp I am genuinely curious on the WHYs e.g. is it: 1) Bad Mental State that affect your edge to execute 2) Still BO trade which is supposed"  
[X Link](https://x.com/wey_how12640/status/2016336252547825837)  2026-01-28T02:23Z [----] followers, [----] engagements


"$TTMI (long) The 8ema seems tobe supporting well"  
[X Link](https://x.com/wey_how12640/status/2016522451182858242)  2026-01-28T14:43Z [----] followers, [----] engagements


"$BE (long) Hit new ATH today. From market awareness comes the right choice & the right action. To quote @linminhtoo "Very very bullish on BE". 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) https://t.co/UkcME08a3c What's 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"  
[X Link](https://x.com/wey_how12640/status/2016683100722667525)  2026-01-29T01:21Z [----] followers, [----] engagements


"SK Hynix $000660.KRX Jan [--] [----] Asia Timezone One of the $MU's counterparts hits new ATH in early market at Korea today. A while ago some laughed at an analyst price target of [-------] KRW. But now it is only about 10% away. Long via HK listed SEHK7709 (2x SK Hynix ETF) SEHK3119 (Asia Semiconductor ETF) SK Hynix $000660.KRX Jan [--] [----] Asia Timezone SK Hynix is one of the three HBM Giants the other two being $MU and Samsung $005930.KRX. This is an undercut & reversal of 10sma while price is attempting to break out from this two week consolidation zone. Long via HK listed"  
[X Link](https://x.com/wey_how12640/status/2017066621626663174)  2026-01-30T02:45Z [----] followers, [----] engagements


"Feb [--] [----] - Noises & Volatilities $MU $SNDK $LITE $BE $TSEM $NVDA $GOOGL $TSLA $TTMI $PLTR $PLAB $RMBS A) Noises & Volatilities Noises & Volatilities are always there and in recent years even more pervasive with the help of social media and trading style with a shorter-term focus. When my investment horizon is long enough I can't mentally afford to be one-day-bullish and the-next- day-bearish when there is fundamentally nothing change on my core holdings. What I see is only normal volatility on their charts with primary uptrend intact (exception is perhaps PLTR on its daily chart which I"  
[X Link](https://x.com/wey_how12640/status/2018470778308903385)  2026-02-02T23:45Z [----] 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. $SNDK - Why Awareness Matters (follow up) In last quarter's earnings $SNDK already WoW-ed the market when they aggressively guided the Gross Margin % by a sequential increment of over a thousand bps QoQ. In this quarter they overbeat that aggressive guidance by another https://t.co/aX0rdIavvP $SNDK - Why Awareness Matters (follow up) In last quarter's earnings $SNDK already WoW-ed the market when they"  
[X Link](https://x.com/wey_how12640/status/2018629262119743706)  2026-02-03T10:14Z [----] followers, [----] engagements


"Maybe a few additional points: 1) The HK market is also the hardest training ground. Once we graduated from it with resilience US is "relatively" easy. 2) The weird timezone forced Asia based to adopt a different approach - less real screentime/ higher timeframe/ more selective. 3) Excellent mentors who help you to think on your own and stand on your own feet. 4) The delicious local food https://twitter.com/i/web/status/2018886191303778486 https://twitter.com/i/web/status/2018886191303778486"  
[X Link](https://x.com/wey_how12640/status/2018886191303778486)  2026-02-04T03:15Z [----] followers, [----] 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/wey_how12640/status/2019061523260604732)  2026-02-04T14:52Z [----] 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


"@anandragn @NickSchmidt I suspect from missing monster moves some refused to "FOMO" onto the monsters but instead "FOMO" into random setups trying to play a catch up move"  
[X Link](https://x.com/wey_how12640/status/2019243618742202768)  2026-02-05T02:56Z [----] followers, [---] engagements


"@bluechipdaily I only know that I have no conviction in this asset class. a few years ago I bought it at 13k and sold it at 4k that's all I need to remember"  
[X Link](https://x.com/wey_how12640/status/2019250504602444148)  2026-02-05T03:23Z [----] followers, [---] engagements


"The Three Semiconductor ETF/ Index Good observations from Brian on the $SMH etf pointing out the possible confluence of the levels of interest (J Law's Multiple Edge Trading Strategy has similar line of thinking). I don't trade the index/ ETF but from my knowledge I can't help posting these [--] "Semiconductor ETF" in comparison. From top to bottom [--]. $SMH at 50sma This ETF has [--] names and is heavily weighted into $NVDA at 18% (2nd is $TSM 10% 3rd $AVGO 7%). [--]. $SOXX above 50sma This ETF has [--] names and the weight is more evenly spreaded. Top name is $MU at 9% $AMD 7.6% $NVDA 7%. It is not"  
[X Link](https://x.com/wey_how12640/status/2019325416977166483)  2026-02-05T08:21Z [----] 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


"@MikeLGilreath $WDC and $STX still strong above 10sma I actually want to get a piece in this harddisk space (on top of HBM and NAND). just don't know which one is better"  
[X Link](https://x.com/wey_how12640/status/2019354461324652783)  2026-02-05T10:16Z [----] 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


"$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. $TTMI (long) The 8ema seems tobe supporting well. https://t.co/BTpAfB2avK $TTMI (long) The 8ema seems tobe supporting well. https://t.co/BTpAfB2avK"  
[X Link](https://x.com/wey_how12640/status/2019406352662294617)  2026-02-05T13:42Z [----] followers, [----] engagements


"Feb [--] [----] Early Market Less is More Still early but left only [--] names in my portfolio. 1) top up $SNDK near 10sma LoD $562.10 = hard stop for this top up 2) top up $LITE pre-market $438 no hard stop 3) top up $GOOGL pre-market below $320 no hard stop Action for 1) 2) & 3) is in view of what transpires from $GOOGL earnings/ earnings call. 4) $TSEM setting hard stop at $114.53 5) $TTMI setting hard stop at $81.80 No change 6) $MU (already trim the swing portion 1/3 at 398.60) 7) $NVDA 8) $BE (earnings after close sitting through with cushion) Switched out of $PLAB and $TSLA as SoF to keep"  
[X Link](https://x.com/wey_how12640/status/2019423252964393030)  2026-02-05T14:49Z [----] 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. $LITE (long) For those who are new the attached post is a great summary from @crux_capital_ on $LITE in response to its recent earnings. An icing on the cake one thing that I would like to add is $GOOGL's upcoming"  
[X Link](https://x.com/wey_how12640/status/2019427762759680102)  2026-02-05T15:07Z [----] followers, [----] engagements


"@Venu_7_ $LITE"  
[X Link](https://x.com/wey_how12640/status/2019440996660998587)  2026-02-05T16:00Z [----] 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


"@dreamer_abh For these hyperscalers the market is afraid that the hyperscalers aren't able to monetise them in time or as much as previously expected. Meanwhile the huge capex will see a higher amortisation p.a. No one knows the final answer"  
[X Link](https://x.com/wey_how12640/status/2019579224051638404)  2026-02-06T01:09Z [----] followers, [--] engagements


"$GOOGL (long) - What Keeps You Up At Night TLDR & my conclusions: Hyperscalers can't afford to slow down on the AI race. And $GOOGL is doing it well justifying its spend on the CapEX with a healthy financial balance sheet. The Question: ".what keeps you up at night here as you think about the Google story and what's next" Analyst Mark Shmulik from Bernstein The Answers: Anat Ashkenazi: ".we look at all the needs for investment .and have an estimate of what that investment could potentially yield obviously not just near term but long term as well. This was for example in [----] the $91 billion"  
[X Link](https://x.com/wey_how12640/status/2019583425011937644)  2026-02-06T01:26Z [----] followers, [----] engagements


"@crux_capital_ 💯 When our timeframe is stretched long enough and we know what we are investing in a sea of red in a single day is analogous to just a ripple in a lake vs the wave in the ocean"  
[X Link](https://x.com/wey_how12640/status/2019589125750550877)  2026-02-06T01:49Z [----] 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


"@ChartsJavi Long"  
[X Link](https://x.com/wey_how12640/status/2019596222013796675)  2026-02-06T02:17Z [----] followers, [---] engagements


"@ChartsJavi Aww thanks. I don't want this to sound like a brag but 9/10 is my max I have to pretend to be humble. Now let's pray that I don't jinx my own stock. https://x.com/wey_how12640/status/2019600516670804049s=20 $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 https://t.co/32yiWpS3H9 https://x.com/wey_how12640/status/2019600516670804049s=20 $LITE (long) - How"  
[X Link](https://x.com/wey_how12640/status/2019600917595914673)  2026-02-06T02:35Z [----] followers, [---] engagements


"I missed this perspective. Sounds bullish for the stock $BE. Bloom Energy just dropped a bombshell on their Q4 call. Their fuel cells now power absorption chillers using waste heat cutting data center electricity usage by 20%+ All is 800vdc No grid. No HFCs. Free cooling. Power + cooling from one platform. $BE 🔊 Listen to this 👇 https://t.co/YrT0mI1j1K Bloom Energy just dropped a bombshell on their Q4 call. Their fuel cells now power absorption chillers using waste heat cutting data center electricity usage by 20%+ All is 800vdc No grid. No HFCs. Free cooling. Power + cooling from one"  
[X Link](https://x.com/wey_how12640/status/2019629744703373583)  2026-02-06T04:30Z [----] 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 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 https://t.co/xQK4b7orOM 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"  
[X Link](https://x.com/wey_how12640/status/2019733079670337868)  2026-02-06T11:21Z [----] followers, [----] engagements


"Why are you not in $SNDK $MU or $LITE The Index has been weak There is No Setup They always rise too much Not in my focus list The Index has been weak There is No Setup They always rise too much Not in my focus list"  
[X Link](https://x.com/wey_how12640/status/2019778693250576617)  2026-02-06T14:22Z [----] followers, [----] engagements


"@_HalalTrader_ someone hasn't got enough MU yet"  
[X Link](https://x.com/wey_how12640/status/2019779324019134863)  2026-02-06T14:24Z [----] 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


"$NVDA (long) Weekly chart. Remember it was also labelled stage [--] towards the end of [----] and of course that was the very brief in fact too short a period of "Stage 4" during the tariff debacle. Remind me what role does NVDA serve in this AI driven bull market and where is all the hyperscalers' huge increase in CapEx going to. My position was trimmed down to below 4% but more because of a limited fund chasing after better opportunities in the market for the past two months than me viewing it as bearish. Earnings on Feb [--] [----] should provide more clarity. Only Price Pays."  
[X Link](https://x.com/wey_how12640/status/2019800568441798929)  2026-02-06T15:49Z [----] followers, [----] engagements


"@MartyChargin @smartertrader That's so silly. someone haven't bought enough MU apparently"  
[X Link](https://x.com/wey_how12640/status/2019803375609778435)  2026-02-06T16:00Z [----] followers, [---] engagements


"@crux_capital_ @fundmyfund This is getting funny 😂 No position but I long the more-er one (LITE)"  
[X Link](https://x.com/wey_how12640/status/2019958937186099233)  2026-02-07T02:18Z [----] followers, [---] engagements


"@BlueChipPremium My collection of the AI storage family is finally completed with a purchase of STX today. MU for HBM SNDK for NAND STX for harddisk"  
[X Link](https://x.com/wey_how12640/status/2019989576279101743)  2026-02-07T04:20Z [----] followers, [--] engagements


"@Robinson_Ortiz_ It is all in the mindset"  
[X Link](https://x.com/wey_how12640/status/2020122519445946496)  2026-02-07T13:08Z [----] 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


"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


"$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


"@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


"@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


"$BE Anyone else feels like shaking BE up and ask "what's wrong with you" $BE - Selling is an Art FWIW thats my way/ considerations of managing stops today on $BE. Position brought down from 10% to 6% weight. Selling is an art and balancing risk and reward in real time for both that stock in question and in terms of the overall fit and context to $BE - Selling is an Art FWIW thats my way/ considerations of managing stops today on $BE. Position brought down from 10% to 6% weight. Selling is an art and balancing risk and reward in real time for both that stock in question and in terms of the"  
[X Link](https://x.com/wey_how12640/status/2021970050778017849)  2026-02-12T15:30Z [----] followers, [----] engagements


"The Optical Supercycle - Show Me The LITE (Why $LITE rallied but not $ALAB) Since $ALAB hit its ATH on Sep [--] [----] its latest close is still 38% off the peak. For the same period $LITE rallied 113%. I don't know who is interested in the possible WHY of this blatant divergence in performance between $LITE and $ALAB. It probably doesn't matter anyway since everything should have been priced in and we should respect price and only trade according to technical only shouldn't we But I am always curious to know just a little bit more on the WHY. It actually guides my conviction to try to get in"  
[X Link](https://x.com/wey_how12640/status/1998993673539977368)  2025-12-11T05:50Z [----] followers, 12.5K engagements


"$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. China/ HK Series 2: [----] HSBC HSBC (ADR $HSBC) is the largest bank in Hong Kong with a global presence."  
[X Link](https://x.com/wey_how12640/status/2006973551275049424)  2026-01-02T06:19Z [----] 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


"Jan [--] [----] Early Market Top Up $SNDK 7% $CLS 7% To try to maintain the margin use to just around 20% I do have to trim down on some names which starts to appear lagging. Deleted $RDW $APLD in the process they might go higher later but I have to make some deliberate choice in my life as always. Jan [--] [----] T-1 to Monthend Ripples in a Lake vs Wave in the Ocean. $MU $SNDK $BE $LITE $NVDA $GOOGL $TSEM $TSLA $PLAB $RKLB $TTMI $APLD $RDW $PLTR $RMBS $SPX staged an UC&R at the 21ema and closed at [----] -- I know what you are thinking here. I have long not worried https://t.co/iWgtMjExfc Jan [--] 2026"  
[X Link](https://x.com/wey_how12640/status/2017253975842845162)  2026-01-30T15:10Z [----] 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 https://twitter.com/i/web/status/2018564624111865904 https://twitter.com/i/web/status/2018564624111865904"  
[X Link](https://x.com/wey_how12640/status/2018564624111865904)  2026-02-03T05:58Z [----] followers, [----] engagements


"$LITE (long) For those who are new the attached post is a great summary from @crux_capital_ on $LITE in response to its recent earnings. An icing on the cake one thing that I would like to add is $GOOGL's upcoming TPU v8 integrates optical connects (via OCS) heavily and $LITE supplies OCS components directly for TPUs. $GOOGL's deployment forecast of [--] million units of TPU by [----] could boost revenue for photonics firms in the supply chain. The attached cap screen on $GOOGL's latest TPU v8 and how it uses OCS. wow what a day Lumentum $LITE We need to break this down because this call had a ton"  
[X Link](https://x.com/wey_how12640/status/2018973847710523736)  2026-02-04T09:04Z [----] 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. Bring Your Own Generation (A Market Awareness Post) $BE $GEV"  
[X Link](https://x.com/wey_how12640/status/2019243144110637211)  2026-02-05T02:54Z [----] 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


"$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. $SNDK - Why Awareness Matters (follow up) In last quarter's earnings $SNDK already WoW-ed the market when they aggressively guided the Gross"  
[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


"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. $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. https://t.co/1U2f9gVxRe $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. https://t.co/1U2f9gVxRe"  
[X Link](https://x.com/wey_how12640/status/2021235131793527025)  2026-02-10T14:49Z [----] 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 $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"  
[X Link](https://x.com/wey_how12640/status/2021237675202842707)  2026-02-10T14:59Z [----] 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


"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. https://twitter.com/i/web/status/2021495852150472827 https://twitter.com/i/web/status/2021495852150472827"  
[X Link](https://x.com/wey_how12640/status/2021495852150472827)  2026-02-11T08:05Z [----] followers, [--] engagements


"Feeling cheap is not the same as being safe. Always have a Plan B. Plan B if Bitcoin wont work out. https://t.co/FHaDPHcry0 Plan B if Bitcoin wont work out. https://t.co/FHaDPHcry0"  
[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. $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 [--] [----]. https://t.co/gW9awPPvTn $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 [--] [----]. https://t.co/gW9awPPvTn"  
[X Link](https://x.com/wey_how12640/status/2021596781558042829)  2026-02-11T14:46Z [----] 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) Feb [--] [----] - Trade Your Process not PnL $LITE $MU $SNDK $BE $GOOGL $TSEM $GLW $COHR $TTMI $NVDA $MTSI $RKLB A) The Red & Your"  
[X Link](https://x.com/wey_how12640/status/2021617094018941170)  2026-02-11T16:07Z [----] followers, [----] engagements


"@MartyChargin @BenBajarin Because the official forward guidance would be even more bullish"  
[X Link](https://x.com/wey_how12640/status/2021739235691381033)  2026-02-12T00:12Z [----] followers, [--] engagements


"$TSEM (long) The earnings is out and as usual earnings day volume and volatility is high but price nonetheless closed above 21ema. Going forward if the price structure can keep its uptrend intact e.g. printing a HL above 50sma is the key to hold. The AI/high-speed optical elements are the key accelerators shifting the revenue mix toward higher-value technologies and supporting margin expansion. CEO Russell Ellwanger: "Considering our market position and the extremely high adoption rate of SiPho for 1.6T transceivers for which Tower is the primary provider we announce today an additional $270"  
[X Link](https://x.com/wey_how12640/status/2021796086663590260)  2026-02-12T03:58Z [----] followers, [----] engagements


"$MU (long) Feb [--] [----] Update The price action in the last two days have adhered to what I highlighted in my attached post on pivot zone (Low $363 and Top $410-$420) perfectly with actual low at $366.06 and actual high at $414.16. With such a strong gap up burst to the upside (+ a welcome intraday undercut & reversal of the opening price to wash out weaker hands) today my bias is leaning bullish i.e. a bearish view of retesting the 50sma is currently out of favor. For the bullish scenario I expect price to stay above today's gap zone - either sticking to the $410-420 zone like a glue or BO"  
[X Link](https://x.com/wey_how12640/status/2021821051748114782)  2026-02-12T05:37Z [----] followers, [----] engagements


"In [----] I nearly quit trading completely. That's probably the darkest yet also the best hours in my trading journey. Because that's the time that I lost all of my ego (& probably dignity too) really questioned myself really listened really sought to understand and find out what works for me and what not. That's when I stumbled upon a few of J Law's old videos (in Chinese) on youtube when I was low. Those videos are free public version and yet I have found tremendous values from e.g. his Multiple Edge Trading Strategy and most often time it is because he explained the thoughts behind and what"  
[X Link](https://x.com/wey_how12640/status/2021951476898353570)  2026-02-12T14:16Z [----] followers, [----] engagements


"@Robinson_Ortiz_ We are either washed out forever or still here"  
[X Link](https://x.com/wey_how12640/status/2022138080086696031)  2026-02-13T02:37Z [----] followers, [--] engagements


"@Robinson_Ortiz_ Insanity is expecting a different outcome if we do not change what/ how we are doing things"  
[X Link](https://x.com/wey_how12640/status/2022149507698635130)  2026-02-13T03:23Z [----] followers, [--] engagements


"@AmeetRai @amitisinvesting We do not need AI to help punch more holes in Crocs shoes"  
[X Link](https://x.com/wey_how12640/status/2022152493330051386)  2026-02-13T03:34Z [----] 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 $BE (re-entry) Time to visit an old friend Source of fund from $WDC $RMBS I don't quite like their weakness today. https://t.co/LvvQ2RcP0O $BE (re-entry) Time to visit an old friend Source of fund from $WDC $RMBS I don't quite like their weakness today. https://t.co/LvvQ2RcP0O"  
[X Link](https://x.com/wey_how12640/status/2009274146564235516)  2026-01-08T14:41Z [----] 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. $SNDK - Why Awareness Matters (follow up) In last quarter's earnings $SNDK already WoW-ed the market when they aggressively guided the Gross Margin % by a sequential increment of over a thousand bps QoQ. In this quarter they overbeat that aggressive guidance by another https://t.co/aX0rdIavvP $SNDK - Why Awareness Matters (follow up) In last quarter's earnings $SNDK already WoW-ed the"  
[X Link](https://x.com/wey_how12640/status/2018351158394536396)  2026-02-02T15:49Z [----] 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. https://twitter.com/i/web/status/2019692498982183207 https://twitter.com/i/web/status/2019692498982183207"  
[X Link](https://x.com/wey_how12640/status/2019692498982183207)  2026-02-06T08:39Z [----] 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


"Highly dependent on circumstances. Bear case example: $CRWV risk entry on 7/9/2025 after a [--] day digestion right above 21ema but 7/10/2025 expectation breaker to the downside signifies a high probability of the start of a real trend reversal. This means the sooner you get out from your losing attempt the better. Bull case example: $PLTR 6/27/2025 index reconstitution -9.37% in a day. This easily makes all the previous [--] days+ of long entries losing trades unless they were out very early in the day. However we know thats a possibility that it is just a gamma squeeze. We know thats this is a"  
[X Link](https://x.com/wey_how12640/status/1956985679789146127)  2025-08-17T07:45Z [----] followers, [----] engagements


"Breakouts vs Shakeouts (Nick's Tutorial & my $MU example) A) Nick's Tutorial IMO a great video given by @NickDrendel on the concept of buying into strength or buying into weakness. In this 16ish minute of video he covers pretty much all the essentials: [--]. What are them [--]. Pros & Cons [--]. Adapting to Market Context [--]. Adapting to Stock Characteristics [--]. Consideration for profit taking & stop loss [--]. What to do in a base e.g. TSLA [--]. True liquid leaders in a leading theme worth the additional risk For this short tutorial video I give Nick a 10/10. Bear in mind that I usually like to (openly or"  
[X Link](https://x.com/wey_how12640/status/1980882896727732619)  2025-10-22T06:24Z [----] 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


"$MU $SNDK If you take the red pill just remember to not over stay as the upside could be volatile. 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 https://t.co/xQK4b7orOM 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"  
[X Link](https://x.com/wey_how12640/status/2021947012757979467)  2026-02-12T13:58Z [----] followers, [----] engagements


"$NVDA (long) Daily Chart: I smell strength ahead of its earnings release Feb [--] [----]. Did a top up SoF from $GOOGL $INTC. $NVDA (long) Weekly chart. Remember it was also labelled stage [--] towards the end of [----] and of course that was the very brief in fact too short a period of "Stage 4" during the tariff debacle. Remind me what role does NVDA serve in this AI driven bull market and where is https://t.co/gqwp0RpVPv $NVDA (long) Weekly chart. Remember it was also labelled stage [--] towards the end of [----] and of course that was the very brief in fact too short a period of "Stage 4" during the"  
[X Link](https://x.com/wey_how12640/status/2021959199757070685)  2026-02-12T14:46Z [----] followers, [----] engagements


"@Trades_with_Jim Watch them like a spider. There are [--] hence you need more eyes"  
[X Link](https://x.com/wey_how12640/status/2022347502213804500)  2026-02-13T16:29Z [----] 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, 66.2K engagements


"Internalization & Personalization (Successful Trading Requires THESE) What @ZaStocks said in his post is so true. I have been there. I was* passionate hard-working and commited. I put in enormous amount of hours (minimum [--] hours a day everyday) and I expect to see progress and improvements in my trading but I was just beating around the same bush tormented and having no real improvement in trading. *Note: I am still passionate about investment/ trading else I won't be here after 20+ years. @theEquilibrium put it best in his recent interview ("The Raw Truth About Trading Psychology" with"  
[X Link](https://x.com/wey_how12640/status/1978775227325964540)  2025-10-16T10:49Z [----] 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. Buying Before BreakOut - An Example SEHK [-----] PopMart This example is from my recent buy at the local Hong Kong market. Whether it is HK or US market my read of price action is largely the same. My buy is on Jan [--] (below 50sma) & Jan [--] (above 50sma but below 250sma)."  
[X Link](https://x.com/wey_how12640/status/2018537020096971130)  2026-02-03T04:08Z [----] 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


"$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


"The Golden Rule of Trading "Cut Your Losses Short AND Let Your Profits Run" The beginners mess up the whole line. The intermediates often miss the second part. The experts excel at both. After a streak of losses e.g. a consecutive [--] losses (which is not impossible) with your 30% win rate strategy you are frantically seeking for your mental comfort and validation by selling the first green that you see. Even for just a partial trim (which is relatively "too early") I know you can justify your action by quoting the market environment "improve your worst condition" mental capital etc. But"  
[X Link](https://x.com/wey_how12640/status/2021909924872335619)  2026-02-12T11:31Z [----] followers, [----] engagements


"$MTSI (long) Gapping to new ATH. The market is waking up. $MTSI - The Arms Dealer Supplying Both Sides I am picking up this stock idea from @NuttyCLD well written article here: https://t.co/jPABF421aT $MTSI specialises in high speed analog chips. From the recent earnings call Steve Daly emphasized robust momentum particularly in https://t.co/c0Ybr7Lx4t $MTSI - The Arms Dealer Supplying Both Sides I am picking up this stock idea from @NuttyCLD well written article here: https://t.co/jPABF421aT $MTSI specialises in high speed analog chips. From the recent earnings call Steve Daly emphasized"  
[X Link](https://x.com/wey_how12640/status/2021967331191402883)  2026-02-12T15:19Z [----] followers, [----] engagements


"$AMAT $ANET No position but just seeking some context from their earnings call. AI is still real & alive people are just labelling and looking at the wrong names. $AMAT (hitting new ATH after close) AI Demand CEO Gary Dickerson stated that results are "fueled by the acceleration of investments in AI computing" describing AI as at a "tipping point" where performance and cost improvements enable real-world productivity gains and drive unprecedented semiconductor spending. Dickerson noted that global semiconductor revenues could reach $1 trillion in [----] ahead of prior expectations due to"  
[X Link](https://x.com/wey_how12640/status/2022156620948717769)  2026-02-13T03:51Z [----] followers, [----] engagements


"$MU $SNDK $LITE $GLW (8ema) Momentum stocks the price reaction around 8ema is something that I monitor generally worry nothing if price still above it and at times is an opportunity to add exposure. A bullish action or follow through (e.g. a swing low) from 8ema would be a positive. Break this and the option of retesting 21ema is on the table. https://twitter.com/i/web/status/2022330562464391235 https://twitter.com/i/web/status/2022330562464391235"  
[X Link](https://x.com/wey_how12640/status/2022330562464391235)  2026-02-13T15:22Z [----] followers, [----] engagements


"@Bobo65049912582 Trade your way to financial freedom by Van K. Tharp"  
[X Link](https://x.com/wey_how12640/status/2022341411576959270)  2026-02-13T16:05Z [----] 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


"$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. https://twitter.com/i/web/status/2021597501883666725 https://twitter.com/i/web/status/2021597501883666725"  
[X Link](https://x.com/wey_how12640/status/2021597501883666725)  2026-02-11T14:49Z [----] 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. https://twitter.com/i/web/status/2021614774946349355 https://twitter.com/i/web/status/2021614774946349355"  
[X Link](https://x.com/wey_how12640/status/2021614774946349355)  2026-02-11T15:58Z [----] followers, [----] engagements


"Feb [--] [----] See Beyond Volatility $LITE $MU $SNDK $COHR $BE $TSEM $GLW $NVDA $LRCX $GOOGL $INTC $MTSI $SPX stalled at -0.00% while EC +5.6% right after an all Red posted yesterday. Despite the daily volatility my process told me to stay in the trend and continue to position into the living themes. Quick comments over the [--] names: [--]. $LITE (32% weight) - dwindling volume on what appears to be a "digestion upwards". Whether this is construed to be a strength (price) or a weakness (momentum) remains to be seen. - I have 1/3 scheduled to be trimmed soon as part of the plan to deleverage ahead of"  
[X Link](https://x.com/wey_how12640/status/2021731425280831879)  2026-02-11T23:41Z [----] followers, [----] engagements


"$BE - Selling is an Art FWIW thats my way/ considerations of managing stops today on $BE. Position brought down from 10% to 6% weight. Selling is an art and balancing risk and reward in real time for both that stock in question and in terms of the overall fit and context to the whole portfolio is both ultimate and personal. Black and white are the facts but whats right is often in the grey. @TaPlot FWIW I am more of a discretionary stop practitioner (no hard stop let alone wide or tight) but today's weak PA in the early market did prompt me to exit nearly half of my position at $150 due to"  
[X Link](https://x.com/wey_how12640/status/2021752021234450939)  2026-02-12T01:03Z [----] followers, [----] engagements


"@hamids He probably misses some of the important earnings call from great CEOs or the sequential hard numbers. Bullish"  
[X Link](https://x.com/wey_how12640/status/2022559240632824166)  2026-02-14T06:31Z [----] followers, [---] engagements

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