May. 27 at 11:45 PM
Recap of my trades today:
$ASTS Simply a superstar! But my position got exaggeratedly too large for my portfolio. Imagine… Even after I recuperated my entire original investment, it still remains my largest single-stock holding! Now we let the house money run forever, as I’ve done with my other forever stocks,
$PLTR and GE/GEV/GEHC and FCX.
$STM was purchased aggressively on today’s dip, making it my now 3rd heaviest holding, after ASTS and PLTR. This is a chip maker for SpaceX,
$TSLA , AAPL and AWS, and for a slew of data centers. I passed on it when it was trading at 28, right after earnings. My money was tied up elsewhere. Boy didn’t regret it. I had to get in now. This is going to be fun going forward!
I unloaded my entire Z position at 37.40 for a modest gain. It was meant to be a scalp after all.
Looking forward to tomorrow. Have a great evening!