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aggiez03
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In reply to BucketofBalls99 • 11:49a, 5/6/26
AG
BucketofBalls99 said:
aggiez03 said:
ANET down $22 to $148.

Where is the point to get in before the run back up?

Keeps dropping, under 148 now.

I'm tempted to buy a little more right here.


I jumped in at $145, and it immediately dropped $0.50 of course. Just a short term play anyway, so if I have to hold a week or 2 not a big deal, but should have waited of course.

I missed on 2 stocks last week that got depressed and then ran 30%, so I got FOMO at 145.
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tysker
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In reply to EnronAg • 11:49a, 5/6/26
AG
EnronAg said:
Q's up 25% in 25.5 trading days...this has to be 99.9 percentile stuff we're in right here...kudos to you fellas still very much heavy long...I wish I was built differently to trade these rips...

Remember that over 40% (maybe 45-50% right now) of QQQ's weight is in about 10 stocks. If the right names move (AAPL, NVDA, GOOG) then a 25% increase in QQQs is reasonable.
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PDEMDHC
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11:52a, 5/6/26
AG
Was watching ERNA for a day trade. My buy order was a penny off and missed out on 16% gains in 15 minutes.... ouch that would have been great!
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flashplayer
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In reply to Orlando Ayala Cant Read • 11:56a, 5/6/26
AG
Orlando Ayala Cant Read said:
AMSC keeps chugging along nicely.

I think Flashplayer was one of the people who REC'd this one. Apologies to anyone else that did and I missed!

What is the saying about a blind squirrel and a nut? Yeah this one has been good to me.

I think ACHR might be looking to copycat this one really soon if it can close tomorrow at / above 6.00. If price is there or higher by close tomorrow I would suggest taking a chance on it.
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TxSquarebody
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In reply to flashplayer • 12:04p, 5/6/26
Not only that, but it is riding $JOBY who beat earnings AH yesterday and is up +17% so far.
I'm in ACHR for a few calls. Just cents away from recovering risk and letting it run.
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zgolfz85
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12:11p, 5/6/26
AG
Finally out of IONQ. Got greedy on that one having made such great gains on big swings and went against my gut the last round and bought at the top. Been holding that dog for so long waiting for this rebound. I didn't want to take the loss because never know with quantum stuff. Can spike like crazy overnight
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Bocephus
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In reply to Gaeilge • 12:14p, 5/6/26
AG
Gaeilge said:
I've been wrong plenty in my life. I hope y'all make a killing if I am. But when my SEP IRA and 401k are both up 30%+ year-to-date, it's time to protect.

My trading account is basically always cash. Guess I should've prefaced my comment with that.


IMO we will see a bump when the "war" is over and another when we have a 50 bips cut once Warsh takes over. JMo
TAMU ‘98 Ole Miss ‘21
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BigPete3281
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12:15p, 5/6/26
I'm heavy on the TexAgs NTF lately.
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Brian Earl Spilner
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12:21p, 5/6/26
AG
It's pretty wild how much AMD is holding it's insane gain.

I thought for sure it would give back at least of it throughout the day.
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flashplayer
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12:30p, 5/6/26
AG
I bought AIS today because I have been underexposed to this recent AI run and am tired of it. People still talking some of these individual datacenter stock plays having room to double. I don't think we are at peak euphoria yet so I want more exposure to that. So, you have been warned - buy your puts now.
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PDEMDHC
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In reply to PDEMDHC • 12:30p, 5/6/26
AG
PDEMDHC said:
Was watching ERNA for a day trade. My buy order was a penny off and missed out on 16% gains in 15 minutes.... ouch that would have been great!

And totally redeemed myself. I got in at 6.40 and we are over 7.50 now!

Just would have been nice to get 5.55 an hour prior...
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aggies4life
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In reply to Brian Earl Spilner • 12:34p, 5/6/26
AG
For sure! Planned on selling yesterday before close and just decided to ride it out. Glad I did! This market is insane.

My only regret was no going in on the 2x amd bull stock versus the nvda 2x I got into last year.
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txaggie_08
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In reply to Bocephus • 12:36p, 5/6/26
AG
I see another euphoric bump if/when the war is over. Going into Q2 is when I'm thinking a pullback happens if oil stays out of whack and we start seeing higher inflation in the data.
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cgh1999
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12:42p, 5/6/26
AG
Just realized I have another 10x with MU! It's in my retirement account so I don't check as often!
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deddog
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12:45p, 5/6/26
AG
Are there any short-term/medium term picks in this market? Good buying opportunities? (3-6 months)
I am not a trader, and didn't stay at a Holiday Inn, but I do try and follow this thread
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Brian Earl Spilner
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In reply to deddog • 1:13p, 5/6/26
AG
The main area that is still fairly beaten down is SaaS.

So stocks like NOW, MSFT, CRM.

Or IGV if you just want an ETF.
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BigPete3281
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1:27p, 5/6/26
BBAI is finally waking up, thanks to whomever mentioned that one a while back.
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Gaeilge
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1:36p, 5/6/26
Solid troll job by Cohen, GME CEO.

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Maximus Johnson
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1:54p, 5/6/26
AG
Cant believe this board isn't blowing up over POWL today.....

Guess everyone is used to $30 days now
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cgh1999
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In reply to Maximus Johnson • 1:55p, 5/6/26
AG
Maximus Johnson said:
Cant believe this board isn't blowing up over POWL today.....

Guess everyone is used to $30 days now

I'm trimming and it makes me sad. But it's now my third largest position (behind amzn and aapl) and is net free and some. Absolutely wild.
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Gaeilge
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In reply to Maximus Johnson • 1:58p, 5/6/26
Maximus Johnson said:
Cant believe this board isn't blowing up over POWL today.....

Guess everyone is used to $30 days now

I mean...recently we kind of are.

Yesterday had an almost $40 range on it.
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harge57
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In reply to cgh1999 • 1:58p, 5/6/26
AG
cgh1999 said:
Maximus Johnson said:
Cant believe this board isn't blowing up over POWL today.....

Guess everyone is used to $30 days now

I'm trimming and it makes me sad. But it's now my third largest position (behind amzn and aapl) and is net free and some. Absolutely wild.

Yep. Sold half yesterday and my last half today. I hope it continues its great success, but I think growth is priced in at this point.

I do hate selling a company that is basically printing cash.
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I bleed maroon
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In reply to harge57 • 2:04p, 5/6/26
AG
harge57 said:
cgh1999 said:
Maximus Johnson said:
Cant believe this board isn't blowing up over POWL today.....

Guess everyone is used to $30 days now

I'm trimming and it makes me sad. But it's now my third largest position (behind amzn and aapl) and is net free and some. Absolutely wild.

Yep. Sold half yesterday and my last half today. I hope it continues its great success, but I think growth is priced in at this point.

I do hate selling a company that is basically printing cash.

I'm standing pat with my covered calls. They're December $320s, already past the strike price, but I got $64/share for them, so breakeven is $384. I guess I could roll them one more time, but I think I'll just ride, for now. I may buy back some of them, as opposed to rolling all at once. Also bought a few $250 June POWL puts, just in case the bottom falls out quickly.
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Gaeilge
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2:10p, 5/6/26
AH ERs

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PDEMDHC
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2:19p, 5/6/26
AG
DOW hit 50k
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giddings_ag_06
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In reply to PDEMDHC • 2:21p, 5/6/26
AG
PDEMDHC said:
DOW hit 50k

And still not at all time highs.
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AgOutsideAustin
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2:21p, 5/6/26
AG
Sell ! Sell ! Sell !
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EnronAg
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In reply to giddings_ag_06 • 2:22p, 5/6/26
AG
giddings_ag_06 said:
PDEMDHC said:
DOW hit 50k

And still not at all time highs.

Pam Bondi would scold you for that
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Hill08
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2:22p, 5/6/26
SNDK finally might be running out of steam.
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Brian Earl Spilner
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2:22p, 5/6/26
AG
Sold a chunk of my QQQM and it took me roughly 10 minutes to regret it.
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TxAG#2011
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In reply to Maximus Johnson • 2:22p, 5/6/26
Maximus Johnson said:
Cant believe this board isn't blowing up over POWL today.....

Guess everyone is used to $30 days now


Most have sold it seems.

Haven't sold a single share, yet.
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TxSquarebody
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In reply to Gaeilge • 2:25p, 5/6/26
Let's go $BROS!!
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GeorgiAg
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2:26p, 5/6/26
AG
Damn. I may have to go to Turks and Caicos more often!
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flashplayer
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In reply to Hill08 • 2:26p, 5/6/26
AG
Hill08 said:
SNDK finally might be running out of steam.

If you say this for months straight like me, at some point it will have to be right.
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GeorgiAg
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In reply to BigPete3281 • 2:27p, 5/6/26
AG
BigPete3281 said:
BBAI is finally waking up, thanks to whomever mentioned that one a while back.

That was me a long time ago. But the real thanks goes to the Senator who was insider trading.
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