Hello everyone! Today i want to share some trading ideas with you! 1. $SanDisk Corp.(SNDK)$ is one of those names most people think they understand: USB sticks, memory cards, commodity business. End of story. But that’s lazy thinking. Sandisk sits right in the middle of one of the most important structural shifts in tech: data growth. AI workloads, edge computing, automotive systems, industrial IoT, they all need fast, reliable storage. And in massive, recurring volumes! Long shares in the investing account. Image 2. $NEBIUS(NBIS)$ is building real AI infrastructure: massive GPU clusters, cloud platforms, developer tools, and services that help power generative AI workloads across the U.S., Europe and bey
$Lumentum(LITE)$ Lumentum Holdings sits at the core of optical and laser infrastructure. Its strength is not hype, it is plumbing. LITE builds the components that power data centers, fiber networks, and advanced sensing. The near-term story is uneven demand. Datacom spending slowed, customers worked through inventory, and the stock paid the price. That phase is maturing. The longer-term setup is more interesting. AI workloads keep pushing data center bandwidth higher. That means more optical links, not fewer. At the same time, telecom capex is cyclical. It pauses, then it comes back. Lumentum has lived through this cycle many times. Gross margins are sensitive to volume, so recoveries matter. When demand turns, operating leverage shows up fast. Th
$Oracle(ORCL)$ had a strong quarter, powered mainly by cloud. Revenue went up 12% to $14.9 billion, with cloud services jumping 28%. The company also signed several massive deals, which pushed its backlog to an unprecedented $455 billion. Profits were steady, though free cash flow turned negative because of heavy spending on new data centers.“We signed four multi-billion-dollar contracts… RPO contract backlog increasing 359% to $455 billion. It was an astonishing quarter and demand for Oracle Cloud Infrastructure continues to build.” Safra Catz, CEOOracle expects its cloud infrastructure revenue to rise sharply to $18 billion this year and much higher in the next few years. The company is betting big that AI and multicloud demand will keep driving
Hello everyone! Today i want to share some trading ideas with you!1.Trading is a mirror. $Cboe Volatility Index(VIX)$ It reflects your discipline, patience, biases, and fears back at you. Markets don’t lie; they expose weaknesses ruthlessly. The trader who grows is the one who uses every loss as feedback, not as punishment.2.Most traders obsess over being right. The real pros obsess over staying solvent. Accuracy means little if drawdowns kill your ability to continue. The name of the game is survival first, profits second.3.Conviction without risk control is gambling. Risk control without conviction is paralysis. You need both: belief in your edge and humility to cap downside. One keeps you in trades long enough to win; the other ensures losses ne
1.Every trade should be small enough that its outcome doesn’t affect your mood. $S&P 500(.SPX)$ If one position can ruin your sleep, your size is too big. Freedom from emotional swings comes from disciplined sizing, not bravado.2.Cutting losses quickly is strength. Pride has destroyed more accounts than bad signals ever could. Admitting you’re wrong fast protects capital, preserves energy, and lets you fight another day. Ego doesn’t belong in trading.3.Adaptability is survival. Markets evolve, what worked in a bull frenzy fails in a bear grind. Rigid traders break. Adaptive traders bend, adjust, and endure. Don’t marry methods, marry principles: risk control, discipline, and continuous learning.For whom haven't open CBA can know more from belo
Hello everyone！Today i want to share some trading ideas with you!1.The hardest skill in trading isn’t finding entries. It’s holding conviction through noise, doubt, and volatility while still being humble enough to cut losses quickly when proven wrong. Balancing conviction with flexibility is where mastery lives.2.Trading Plan 22 August 2025✅ No trades planned.👀 Focus: Market reaction to Powell’s speech.📉 Trend: No clear direction, industries lack conviction.🕒 Wait: Indicators need to improve, stocks must form tighter ranges.🎯 Action: Stay patient, no bets until low-risk entries appear.3.Most traders lose not because their ideas are bad, but because their sizing is reckless. A small edge compounded carefully beats a brilliant thesis executed with oversized bets. Risk discipline makes ordin
Hello everyone! Today i want to share some trading ideas with you!1.If trading excites or terrifies you, something’s wrong. The best traders operate calmly, detached from drama. Emotional swings signal misaligned risk. When your system and money management are sound, trades feel boring. And boring is profitable. $S&P 500(.SPX)$ 2.📉 Tech slides, defensives shine.🛍️ Retail earnings mixed: Lowe’s up, Target down, TJX strong.📊 FOMC minutes show a split on cuts vs. tariffs.🪙 Bitcoin dips with ETF outflows.3.Volatility is not your enemy; mismanaging it is. Adjust position size to the volatility of the instrument. High volatility? Smaller position. Low volatility? Larger position. Adapt, and volatility becomes manageable, not terrifying.For whom have
Hello everyone! Today i want to share some trading ideas with you!1.The market isn’t your therapist. $S&P 500(.SPX)$ It doesn’t care about your feelings, your plan, or your pain.It doesn’t care that you’ve been “patient all week.”It owes you nothing.And that’s the beauty of it:It treats everyone the same.Especially the delusional.2.Most traders scan for setups.But real edge comes from filtering.The best traders say “no” 90% of the time.They wait.They pass.They preserve energy and capital.Because the game isn’t about catching everything.It’s about catching the best things.3.Discipline isn’t needed when you’re making money.It’s needed when you’re stuck, frustrated, and one click away from revenge trading.Real traders don’t win because they avoid
After reviewing Q2 2025 earnings and tracking market themes like AI, space, chips, defense, and clean energy, I compiled a personal list of 20 companies that I believe deserve close attention in the coming months. This is not financial advice, just my study of the data and trends.In AI, $Palantir Technologies Inc.(PLTR)$ , $Meta Platforms, Inc.(META)$ , $AppLovin Corporation(APP)$ , and $Zeta Global Holdings Corp.(ZETA)$ posted strong revenue beats and bullish guidance, fueled by accelerating enterprise adoption and AI-driven advertising. $AMD led the chip segment with record sales, reflecting surging demand for AI-capabl
1. $Intellia Therapeutics(NTLA)$ had a strong Q2, with key trials moving faster than expected and cash to fund operations into 2027. CEO John Leonard said, “We are exceeding many of our internal expectations.” The company is making steady progress toward its first commercial launch, with major data updates and a BLA filing expected in 2025–2026. With growing momentum, the outlook is full of potential.Image2. $Constellation Energy Corp(CEG)$ delivered a standout Q2, with adjusted EPS of $1.91 and a reaffirmed full-year outlook of $8.90–$9.60, driving shares up 8%. Backed by strong commercial performance and key milestones like the Meta deal and Crane restart, growth momentum is accelerating. As CEO Joe Domi