Apr. 24 at 7:01 PM
Desk update — reshuffling the top end of the book as we head into a heavy catalyst window:
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$LPTH quietly climbing the ranks… still under the radar.
Semis still leading the dance — holding
$MU exposure via MUU, plus storage plays
$SNDK (SNXX) and
$WDC (WDCX). Trimmed ICHR into strength today — still like the setup, just managing risk.
$AMZN via AMZU stays in the core — AI + infra demand not slowing.
VELO surprised this week — strong price action, added on intraday weakness and it paid.
Energy pivot: added to BE (BEX) — momentum + narrative building.
Took some off KLIC after the run.
Game plan is tactical — marked positions with ** are short-term trades, looking to be flat before earnings mid-next week. This tape rewards discipline, not conviction.
