Market completely cucking me today but at least I have treasury interest for +$110k on the year. $8.2m AUM with $5.1m on the main taxable account. $4.4m on $VUSXX, $2.8m on $SNAXX & $440k on $TLT. I'm a 30-something investing like a boomer, I just don't believe this bounce.

My autistic button clicking morning: 1. Sell most of my trading book 2. Watch it go down more & smile 3. Watch it bounce and begin turning up 4. Click the "opposite order" button to buy most back Lucky to get back in $OUST $CRDO $ALAB $ANET lower. Off to Kauai now, yikes.

$KTOS went for 130% nice one.

Not bad considering I only trade shares, currently hold 30% cash and stay 30% indexed in $IWM.

The robotics basket starter pack - In 🟢 $APH $OUST $TER $CRDO $CGNX $TEL - Watching 👀 $SYM $TSLA $APTV $CLS - Moonshots🌛 $RR $SERV

Alright $W, taking a shot in this high tight flag off the 21ema. I don't love the theme so added as a L/S setup with $RH as the short leg.

Everyone forgot about $OUST. Looking ready with higher lows and MA's all caught up. If the market goes, this goes also (up or down lol, I vote up)

Gold, textbook move. What a beauty. 4000 incoming. $GC $GLD $GDX $GDXJ $NEM $AEM

Let’s trade, baby, let’s go, let's go $ALAB’s poppin’, $CRDO’s paid $ARKK’s zoomin’, it’s no charade But $AMD? Sold Friday, I’m played! Ridin’ this bubble, watch ‘em grow, Portfolio’s dancin’, stealin’ the show! Ooo Grok can write, let's go let's go!

$OWL is another. Looks like it needs to handle out before longing the inverted chart. "Good" theme with $KKR $ARES $CG.

My best outperformance comes during bears, a mix of respecting stops and shorting with proper sizing. If you're a long bias trader like me, a good tool for your box is to use "invert scale" to flip that chart upside down. Here's $META and $GEV. I'd long those inverted charts.

Deployed more troops to round out the data center basket. Networking - $ANET Connectivity - $TEL $CRDO $ALAB Chips - $NVDA Construction+Power - $KMI $TIC $TSLA Eyeing a few more chips/power/construction plays and mad about missing $BE. When you get fire bombed shoot back!

These 3 are hurting today, a bit early on the buy but at least I can be stubborn also! Has me on tilt for sure.

Added $GOOGL off the 21ema here, great R/R in this low volume handle.

Added more into the textbook flat base breakout today on $NVDA.

$ANET with a decent spot here. Been looking for an entry on a datacenter networking play, so taking it. - 8/21ema getting tight, not extended - if it retests the HVC/support gap around 138 plan to add more

$RKT looks great here. Riding the 34ema higher. Let your winners ride.

$ARKK with the blue sky breakout, jumped back in Friday, the best ones work fast. 🚀

$WOLF oh my. Even going bankrupt is bullish and you're bearish because... seasonality?

Decent spot for $CPNG here. - Nice little mid teens grower, profitable with a low valuation & healthy balance sheet - South Korea has been on a tear, open $EWY to see Throw it in the long term port & check back in a year or so.

Decent spot to add back the growth package: $ALAB $CRDO $RDDT - All found support at the 8 or 10wsma - Triple digit growth or close to it, no reason to mess around with slower growth names when these charts are setting up