🧠 Trading Philosophy & Risk Management

  • Prioritize a personal trading plan; the goal is consistent profit extraction, not letting the market take capital. 1
  • Adopt a “singles” approach (like Ichiro Suzuki) for consistent, smaller gains over chasing “homeruns” (like Shohei Ohtani) with outsized, risky returns. 2
  • Stop losses are essential risk management tools, preventing minor losses from escalating and enforcing disciplined trading processes. 3
  • Avoid holding “trades” through earnings season; odds are 50-50. Only “let it rides” with significant cushion are considered. 4

📈 Sector & Stock Insights

  • AAPL chart pattern suggests a “De ja vu” scenario, indicating an immediate bounce is needed. 5
  • New highs in MU necessitate upping “let it ride” stops. 6
  • ORLY has seen a clear breakout from its base, leading to adjustment of stops. 7
  • ARM showed initial strength; monitoring for price to hold above its gap and the 21-day moving average. 8
  • The IGV sector signals relentless destruction in software, impacting major players from Microsoft to Salesforce. 9
  • Questioning the timing for shorting SNDK and MU at potential price points of $500, $600, or $700, implying concerns over overvaluation. 10
  • DHR remains in a strong high base, holding above all major moving averages, with no immediate change to stop strategy. 11
  • JPMorgan Chase’s 5.1% stake in SoFi (as of 12/31/2025, via Schedule 13G) signifies a rare validation from a traditional banking giant for the Fintech sector. 12
  • Before investing in MSFT, due diligence should include a channel check on OpenAI’s next-gen model training costs and their potential impact on Azure’s YoY growth, currently anticipated at 39%/38% by the buy-side. 13
  • GNRC gapped up, breaking out of a small high base above the 100-day MA and other major MAs; crucial for the gap and 100-day MA to hold on pullbacks. 14
  • UNH is on the cusp of its first “Meaningful & Powerful” daily close above the 200-day moving average since April 2025. 15
  • The HOOD daily chart hints at potential reversal signals, requiring confirmation soon given the current market context. Personal position held at $46. 16
  • INTC chart updated, stops moved up. 17
  • OKLO performance is concerning since its temporary top, with stops already engaged. 18

📜 Content & Market Narrative

  • Value articles that are contrarian, provocative, and grounded in truth, especially when delivered as quick reads. 19