Apr. 29 at 7:07 PM
Trading keeps humbling your bias in the best way possible.
Never thought I’d be stepping into
$INTC on dips… yet here we are, watching value start to matter again in places everyone wrote off.
Same with
$DELL — once just “hardware noise,” now quietly acting like it belongs in a higher multiple conversation if execution stays intact.
And
$NOK? Nobody had that on the bingo card for +100% type moves with ~5% ADR… but the tape doesn’t care about narratives, it cares about positioning + flow.
That’s the lesson lately: markets don’t reward certainty, they reward flexibility.
Stay mechanical, not emotional.
Keep an open mind — or the market will force you to.
