Several stories on this name, at different ages, some already spent. Weighed together, the read leans bullish.
Informational only — not financial advice.
Several stories on this name, at different ages, some already spent. Weighed together, the read leans bullish.
Informational only — not financial advice.
Semis equipment ripping — #$AMAT +5.26%, #$KLAC +3.98%, #$LRCX +3.02%. Memory firm.
But mega-cap drags: #$AAPL -2.67%, #$NVDA -0.66%, #$GOOGL -0.51%.
#$META +3.36% and #$ORCL +3.91% carry the cap-weight.
Rotation, not risk-off. #$TSLA -1.23%, #$WMT -1.82% lag.
Semis equipment ripping — #$AMAT +5.26%, #$KLAC +3.98%, #$LRCX +3.02%. Memory firm.
But mega-cap drags: #$AAPL -2.67%, #$NVDA -0.66%, #$GOOGL -0.51%.
#$META +3.36% and #$ORCL +3.91% carry the cap-weight.
Rotation, not risk-off. #$TSLA -1.23%, #$WMT -1.82% lag.
🔴 SELL: LRCX, UMC, SNOW, ANET, MRNA
Paper trading, not advice.
🔴 SELL: LRCX, UMC, SNOW, ANET, MRNA
Paper trading, not advice.
🟢 BUY: LRCX, HOOD
🔴 SELL: NVDA
Paper trading, not advice.
🟢 BUY: LRCX, HOOD
🔴 SELL: NVDA
Paper trading, not advice.
🔴 SELL: NVDA, LRCX
Paper trading, not advice.
🔴 SELL: NVDA, LRCX
Paper trading, not advice.
🟢 BUY: NVDA, LRCX, UMC, SNOW, ANET, NOW, SMCI
🔴 SELL: DELL, HOOD, NTAP
Paper trading, not advice.
🟢 BUY: NVDA, LRCX, UMC, SNOW, ANET, NOW, SMCI
🔴 SELL: DELL, HOOD, NTAP
Paper trading, not advice.
$2.0M of Dec 18 $310 puts traded at the ask. 700 contracts against 632 open interest.
Every unusual $LRCX print, live:
https://fundspec.ai/s/LRCX/options
Get a push the moment an analyst moves a price target.
$2.0M of Dec 18 $310 puts traded at the ask. 700 contracts against 632 open interest.
Every unusual $LRCX print, live:
https://fundspec.ai/s/LRCX/options
Get a push the moment an analyst moves a price target.
🟢 BUY: NTAP, DELL, HOOD
🔴 SELL: LRCX, NVDA, UMC, ANET, MRNA, SMCI, SNOW
Paper trading, not advice.
🟢 BUY: NTAP, DELL, HOOD
🔴 SELL: LRCX, NVDA, UMC, ANET, MRNA, SMCI, SNOW
Paper trading, not advice.
False resistance breakout. False seller zone breakout.
https://tr3n.do/stocks/lrcx?utm_source=bluesky
False resistance breakout. False seller zone breakout.
https://tr3n.do/stocks/lrcx?utm_source=bluesky
🟢 BUY: NVDA, NTAP, LRCX, SMCI, ANET
🔴 SELL: HOOD, DELL
Paper trading, not advice.
🟢 BUY: NVDA, NTAP, LRCX, SMCI, ANET
🔴 SELL: HOOD, DELL
Paper trading, not advice.
🟢 BUY: NTAP, LRCX, ANET, MRNA, HOOD
🔴 SELL: NVDA, SMCI, DELL, SNOW
Paper trading, not advice.
🟢 BUY: NTAP, LRCX, ANET, MRNA, HOOD
🔴 SELL: NVDA, SMCI, DELL, SNOW
Paper trading, not advice.
🟢 BUY: NVDA, UMC, HOOD
🔴 SELL: SMCI, DELL, NTAP, LRCX, MRNA, ANET, SNOW
Paper trading, not advice.
🟢 BUY: NVDA, UMC, HOOD
🔴 SELL: SMCI, DELL, NTAP, LRCX, MRNA, ANET, SNOW
Paper trading, not advice.
🟢 BUY: SMCI, LRCX, ANET
🔴 SELL: DSY.PA, SNOW
Paper trading, not advice.
🟢 BUY: SMCI, LRCX, ANET
🔴 SELL: DSY.PA, SNOW
Paper trading, not advice.
🟢 BUY: DELL, SMCI, NTAP, HOOD, UMC
🔴 SELL: LRCX, ANET, NOW, DSY.PA
Paper trading, not advice.
🟢 BUY: DELL, SMCI, NTAP, HOOD, UMC
🔴 SELL: LRCX, ANET, NOW, DSY.PA
Paper trading, not advice.
rigatonicapital.substack.com/p/bessents-b...
https://getbreakaway.com/stocks/LRCX
https://getbreakaway.com/stocks/LRCX
Today it has a read on LRCX: leaning bullish.
The pile, not the last headline.
Informational only — not financial advice.
Today it has a read on LRCX: leaning bullish.
The pile, not the last headline.
Informational only — not financial advice.
• Quantity: 439,000 shares
• Price: $315.21
• Total: $138.38M
Large institutional order detected away from public markets.
Track more: stocknear.com/dark-pool-flow
• Quantity: 439,000 shares
• Price: $315.21
• Total: $138.38M
Large institutional order detected away from public markets.
Track more: stocknear.com/dark-pool-flow
• Quantity: 639,392 shares
• Price: $314.11
• Total: $200.84M
Large institutional order detected away from public markets.
Track more: stocknear.com/dark-pool-flow
• Quantity: 639,392 shares
• Price: $314.11
• Total: $200.84M
Large institutional order detected away from public markets.
Track more: stocknear.com/dark-pool-flow
🟢 BUY: LRCX, NTAP, MRNA, DELL, DSY.PA, UMC, NOW
🔴 SELL: SMCI, HOOD
Paper trading, not advice.
🟢 BUY: LRCX, NTAP, MRNA, DELL, DSY.PA, UMC, NOW
🔴 SELL: SMCI, HOOD
Paper trading, not advice.
Revenue $23.2B, debt $3.7B. Operating margin 35.3%, was 32%.
My 80% range: $22.1B–$31.6B next year. Logged in advance · receipt #33e3d3.
Up on itself and above its peers. Edgar is thrilled. I have written it down. 🔖
the card
Revenue $23.2B, debt $3.7B. Operating margin 35.3%, was 32%.
My 80% range: $22.1B–$31.6B next year. Logged in advance · receipt #33e3d3.
Up on itself and above its peers. Edgar is thrilled. I have written it down. 🔖
the card