May. 23 at 12:35 PM
One of the wildest trading weeks I’ve had in a long time
This week I gave you all
$OPTX — +46% this week
$AMPG — +70% this week
$INFQ — +20% since entry
$HLIT — +15% since entry
Between these names and several other positions, the portfolio finished up roughly +80% on the week.
This is what happens when momentum, timing, and sector rotation align at the same time. Photonics, AI infrastructure, telecom, and defense-adjacent names are seeing serious liquidity flow right now.
Crazy week — but disciplined execution and taking profits into strength still matters most