InTheMoney

Bid day today. Let’s ride. I added $30k to my own portfolio this morning. Same book you’re in. You’re not alone. This isn’t a prediction. I’ve said for three weeks that I act on information, not red candles. Here’s the information. $TER beat this morning and it’s up 7% premarket. That’s a chip equipment company getting BOUGHT on good news. Samsung, $ASML, $TSM and $GOOGL all beat this month and all got sold. First time the pattern broke. Chips are in a bear market. $NVDA trades at its cheapest multiple since 2015. The companies buying chips keep raising their budgets while the companies selling them keep falling. That gap closes eventually. It always has. Fed at 2pm. $MSFT and $META after the close. That’s the spending verdict. I could be early. I’ve been early before. I’m not sitting in cash waiting for a green candle to give me permission to grow a pair. I mean I literally have to grow another one. I’m working on it. I understand the frustration of being red. I’ve been here many times. But my performance is public, my conviction is strong. Long-term gains over short term pain. Thank you for your patience and trust. Be mindful of your own finances. If you need cash short-term, don’t invest that in my opinion. You have to let money ride for it to grow. Heart Jacked, Hands Steady.