Trader J's Inner Circle Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Trader J's Inner Circle

NVDA 188.23

0.0%

Nov 7 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Trader J who wrote (56342)	8/2/2024 10:22:08 AM
From: Trader J	Read Replies (2) of 56532

The following names are most in line for addition in the coming days/hours: CLF - Position trade now back into significant range for the short term. Love this range and will wait for the red to abate before entering. May go in with a 100% position but probably just 50%. MU/AMD - I WILL be adding to both of these further. Hoping AMD rolls over today after finally finding support. It's starting to come off a bit. Looking for at least two more positions. MU is now a value stock for me and while my first position was a bit early, I'm happy with the decline and looking to add 2-4 more positions as I build it out. ARM - Not a value play to any degree so finding a bottom is harder. Still love the name and hoping maybe we see $90s again. Looking for 1-2 more legs of this position. MRVL - Valuation is questionable but I love their position in the space. Waiting for more fallout but it's on the list. Looking for another 2-4 additions. TNA - Small cap route is on after a big rally. Watching this name to see if we can get it back to $32-$34 range. It's a 3x leveraged ETF only suitable for short term holds. Missed at $32 not long ago. VRT - Looking for my first position in the name. AVGO - Looking to add to the position after the decline. I still have NVDA/AVGO/AMD as my top AI names and will lean into them as I can. NVDA - Of course, the king. Have trimmed it materially over the past month or two and would have liked to trimmed a bit more. Now, I'm watching the price level for repurchase, perhaps as a short term trading buy via options if I can find in-line premium.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next