Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.
I opened 0.00621 share(s) $Alphabet(GOOG)$ ,I made an additional investment in GOOG stock as recent market volatility and concerns over Alphabet’s spending created what I see as a buying opportunity. Despite nervous sentiment and headlines around its $32 billion Wiz acquisition and rising capex, Alphabet remains a Magnificent 7 powerhouse with long-term strength. With the stock dipping amid broader market jitters, its current valuation appears attractive for a business with dominant search, cloud, and AI capabilities. I view this as a chance to accumulate shares at a discount before sentiment shifts.
I opened 0.00612 share(s) $Dover(DOV)$ ,I made an additional investment in Dover stock as it trades just above its 52-week low, presenting a compelling long-term opportunity. Despite a 12.7% YTD decline and a mixed 2024 performance, Dover remains a solid industrial player with strong free cash flow of $920.3 million and a 69-year track record of dividend increases. While 2025 earnings are expected to dip, projected revenue growth of 2% to 4% and consistent capital returns make Dover an attractive choice for steady, long-term value in a volatile market.
I opened 0.01183 share(s) $Walt Disney(DIS)$ ,I made an additional investment in Disney ahead of its upcoming earnings on May 7, 2025. While EPS is expected to dip slightly to $1.19, revenue is forecasted to grow nearly 5% year over year to $23.17 billion, signaling strong underlying business momentum. I believe this revenue growth, driven by Disney’s evolving content and streaming strategy, positions the company well for long-term success. With improving fundamentals and attractive valuation, I see this as a timely opportunity to strengthen my position before the earnings catalyst.
I opened 0.01665 share(s) $DuPont de Nemours Inc(DD)$ ,I made an additional investment in DuPont (DD) despite sector-wide macro headwinds, as I see selective opportunity in a beaten-down stock with resilient fundamentals. While KeyBanc cut 2025 EBITDA estimates across the U.S. chemicals sector and warned of downside risk in a recession, it upgraded DD to “Overweight.” DuPont’s electronics and water businesses are world-class growth franchises, and its strong balance sheet adds stability. With the stock down 21% since March and trading at an attractive valuation, I view DD as a compelling long-term value play amid volatility.
I opened 0.03977 share(s) $Coterra Energy Inc.(CTRA)$ ,I made an additional investment in CTRA stock, drawn by its strong natural gas exposure and impressive growth outlook. With 65% of production focused on natural gas and 183,000 net acres in the Marcellus Shale, Coterra is well-positioned to benefit from rising demand. The company’s expected EPS growth rate of 32.2% far exceeds the industry average of 19.3%, and it has consistently delivered earnings surprises. Given its solid fundamentals and attractive valuation, I see long-term upside potential in this upstream energy player.
I opened 0.01056 share(s) $Advanced Micro Devices(AMD)$ ,I made an additional investment in AMD following its groundbreaking announcement of the “Venice” EPYC processor—the industry’s first HPC product taped out on TSMC’s advanced 2nm process. This milestone reflects AMD’s leadership in high-performance computing and its deep partnership with TSMC. With “Venice” set to launch next year and the 5th Gen EPYC CPUs validated at TSMC’s Arizona fab, AMD is not only pushing innovation but also reinforcing its U.S. manufacturing footprint. These developments strengthen my confidence in AMD’s long-term growth in the data center and AI computing space.
$Palantir Technologies Inc.(PLTR)$ Rolling some put position that was in the money a weeks back when the market crashed. Now that most stocks have rebounded PLTR included, these put are now too far out. By rolling it back, one will need to increase the strike, in this case the newly rolled put has a slightly below the current value Strike, this is so as hoping for PLTR to more or less maintain its current price at the least. Rolling these puts contracts back helps to minimize both the duration and quantity in hand, thus, the sooner they expire (worthless) the sooner they free up margin level, and that help to enter new position when opportunity arises.
Market Week Strong Start Before Modest Close On Monday
On Monday (14 April) around 1030 ET, we saw the S&P 500 futures up by 1.4% rise. Nasdaq 100 futures also up by 1.6% while DJIA futures are up by 0.9%. This show a positive trend in early trading and buying interest was fueled by the reports that President Trump exempted items like smartphones, semiconductors, and other electronics from tariffs. But S&P 500 only managed to close 0.8% higher than previous week Friday after it went negative briefly and rebound from a midday session low. The market's earlier gains were partly offset by concerns that imports from China are still subject to the 20% fentanyl-related tariff. Commerce Secretary Lutnick clarified that the exemptions are temporary, and President Trump announced plans to set a tariff rate for semiconductors soon. Economic Data