NEW Positions:

BUY PENG <$80

ON: <$180

VSH: < $80

MRVL < $225

LSCC: < $204

ALAB: $300 – $450

OPEN:

MU: OPEN $170: STOP NOW at: $547 TARGET $1,200

WDC: $92 – STOP $336 TARGET: $736

STX:$195 STOP: $543 TARGET: $1,560

CIEN: $152 STOP: $366 TARGET: $1,216

MRVL:$150 – $225 STOP: $132 TARGET: $1,200

COHR: $149 – $299 STOP: $247 TARGET: $1,192

LCRX: $155 STOP $199 TARGET: $1,240

FLEX: $52 STOP: $88 TARGET $416

PENG $40 – $80

ON: $92 – $180

VSH: $40 – $80

LSCC $102 – $155

ALAB: $300

CLOSED

*** SNDK $90 CLOSE $1,350

*** LITE: $150 CLOSE $900

PLTR: $40 -CLOSED $72

I would suggest holding about ten positions. The goal is not to be right all the time but hit big winners. And they can take one year+ to play out. If you can hit three+ huge winners out of ten you come out with great returns. Most will be in the 100-200% range. It’s the 600%+ returns we want

Ignore daily/weekly gyrations. Best to check end of day 1-2 times a week only. Once in a couple of times a month is enough

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** This bull market started in May 2025. The huge gains were made buying into leading momentum stocks July – November 2025. The first wave is over or nearing an end. We now have the secondary leaders. Not as powerful. Hopefully still 100%+ profits to be made but the huge winners are done for now.

Bull market usually last 2-3 years. This is why you need to be in sync with the market cycles. Retail enter in the middle on near the top of bull market. Get burnt. Vow the stock market is “rigged” Ignore stocks for a year or two. Look back and presto we are in the middle of a new bull cycle. Repeat.**