/Ratio Trading Note for Amazon/Tesla ratio trader magic! I have gone over those numbers double checking and that’s the gain (100%+ in 6 months)… It’s crazy.
It’s like being leveraged when you’re not because you’re not using two pools of Capital to invest in both assets you’re using one pool and like a relay racer, handing the baton to a runner with fresh legs.
/Our LEU now up 8% on the day and COHR bought this morning up 22% also just today!
/Looking to possibly accumulate LEU stock … US Govt likely getting ready to buy via USA … Nuclear Power uranium… Following the same playbook as IBM.
/Stocks positively affected by NVDA new structure: (other than the ones we already bought, I own all but TSM on this list:
Buying more of all at the open: selling more TSLA (my target is $360 ) to buy these - 1/3 allocation except TSM normal on it.
Note that our typical allocation is about 1% of the account for each stock, and could be a bit less or bit more depending on the excitement and risk level.
CIEN
COHR
CRWV
LITE
TSM
/look at these late week and this week buys:
U: 4.3%
QCOM… 2% from the buy
PLTR: adding another 2 1/2%
NOW: an additional 10% on Thursday
MSFT: up an additional 2 1/2% bought Friday
HOOD… Exploded after hour by Thursday on Friday was down double digits… Now coming way back at position up 11% from Thursday buy
WGMI… Last week up an additional 3 1/2% today
CRM… Bought this morning up 4 1/2% since the buy
AVGO… bought this morning… up 2.5% sense buying
/I’m watching QCOM… This may be an opportunity… Stock is pulling back on the way Nvidia reports which could be an advantage or disadvantage for some companies… That’s the same reason ARM is booming
/Sell TSLA, BUY AVGO AND CME
Broadcom Inc. (AVGO) is a global technology leader specializing in semiconductor and infrastructure software solutions. Driven by surging demand for artificial intelligence chips, AVGO has seen significant growth, with AI revenue recently doubling. The company is headquartered in Palo Alto and trades on the Nasdaq with a market capitalization exceeding $2 trillion.
In contrast, CME Group Inc. (CME) operates the world’s leading and most diverse derivatives marketplace. Based in Chicago, it facilitates trading in interest rates, equity indexes, foreign exchange, energy, and agricultural products. While AVGO focuses on hardware and software innovation, CME provides the critical financial infrastructure for global risk management and investment. Both represent massive pillars in their respective sectors: technology and finance.
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