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in postLONG
“The only two stocks in my portfolio that are up are Corning $GLW and $SPCX”
@au_xbt · AU🧲
Corning is green while the market sells off on dollar strength, showing rare relative strength worth holding into a July rally.
GLWLONG@ $215.17
$139.52-35.16%
since call Jun 24
“The biggest gainers in my portfolio are $GLW, $ALAB, $INTC, and $SPCX”
@au_xbt · AU🧲
ALAB rebounds as a top portfolio gainer after a dollar/yield-driven selloff; author is buying the dip into a July rally.
ALABLONG@ $404.40
$310.44-23.24%
since call Jun 24
in postLONG
“With Micron already down this much ahead of earnings, the odds of another major selloff after the report have become smaller. I added more right after the open.”
@au_xbt · AU🧲
Micron has already priced in a major selloff ahead of earnings, shrinking downside; author added more shares right after the open.
MULONG@ $1,025.93
$815.60-20.50%
since call Jun 24
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