Apr. 3 at 2:42 AM
Entered
$PLTR & tech heavyweights early this month. Setup moved significantly in my favor, but network issues forced a breakeven exit. Frustrating to miss a
$1,500 move, but risk management comes first.
$TSLA (
$381.26): Dropping after-hours. Q1 deliveries hit 358k, missing consensus. Energy storage deployments also dipped. Watching
$374 support closely.
$INTC (
$48.03): Leading the charge. Announced
$14.2B buyback of 49% stake in Ireland’s Fab 34 from Apollo, signaling manufacturing strength & fiscal discipline.
ARM (
$155.07): Dipped today but remains up 26% over 30 days. New IBM alliance for enterprise AI infrastructure adds a massive growth layer.
AMD (
$210.21): Bullish momentum continues. Upgraded by Erste Group on robust data center demand.
SMCI(
$22.51): Finding a floor. Despite regulatory noise, Blackwell server expansion remains the core recovery narrative.
