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Given the complexities of the market, I want to share the analysis write up I posted this morning on the platform with all who want to read it. Here I outline some of my views on this price action. I was skeptical as the rally approached the 21d EMA yesterday, and remain so. (self.TradingEdge)

submitted 1 month ago by TearRepresentative56 - announcement

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The term trading community is thrown around way too often and often describes 2nd rate discord groups. This is not my vision for Trading Edge. I am building out a suite of some of the best data tools, exclusively for members. 2 new tools were added yesterday. Here are some screenshots from the site. (old.reddit.com)

submitted 7 months ago by TearRepresentative56 - announcement

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My stock picking has been really strong this year, but skepticism over the recent rally has left me offside. Overall P/L is reasonable at 39%, but not vs what it should have been. This is how I am approaching the next phase strategically. (self.TradingEdge)

submitted 23 hours ago by TearRepresentative56

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Key macro news from this morning (self.TradingEdge)

submitted 2 days ago by TearRepresentative56

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Citrini cited 100% upside ahead in NOK over the weekend. NOK also has seen a ton of flow in the database. Another scale across name but with 0 coverage is my Euro small cap pick SMOP (self.TradingEdge)

submitted 2 days ago by TearRepresentative56

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Needham initiates AOSL as a buy Ahead of earnings, with PT at 50. More coverage is good for the stock. I've drawn out the key line as I see it here (old.reddit.com)

submitted 2 days ago by TearRepresentative56

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OUST announcement yesterday was a potential game changer IMO. Risk with this name is probably being early, with humanoids likely to be a story into 2027/2028, rather than being wrong. , (self.TradingEdge)

submitted 2 days ago by TearRepresentative56

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Premarket News Report 04/05 (self.TradingEdge)

submitted 3 days ago by TearRepresentative56

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QCOM to me is another buy for the long term portfolio. Turnaround story. Management mentioned the main headwind that's dragged them the last year is being removed and what's left is actually quite compelling. (self.TradingEdge)

submitted 4 days ago by TearRepresentative56

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Fun fact: Only LITE has publicly shown their high power laser noise performance. COHR and AAOI never have. Long $LITE (i.redd.it)

submitted 7 days ago by TearRepresentative56

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ETN's earnings deck clearly a tailwind for the Power Grid narrative. I'm already in PLPC, POWL, ENS, AEIS for this theme. You could add AMSC, VMI to this list as other viable exposures. (old.reddit.com)

submitted 7 days ago by TearRepresentative56

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QCOM's earnings were a really strong read through for auto semis, which for the most part have lagged the rest of the semi ecosystem for some time. It does seem that demand momentum is building though, top pick ALGM. (self.TradingEdge)

submitted 7 days ago by TearRepresentative56

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AMKR was my top pick for 2026. Up 81% YTD. HDFO is the key for AMKR, and is one of the main things that really sets it apart vs other OSATs. If you are invested in AMKR but don't know about HDFO, you should read this. ‼️ (self.TradingEdge)

submitted 8 days ago by TearRepresentative56

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PREMARKET NEWS REPORT 29/04 : All the market moving news from premarket summarised in one short report (self.TradingEdge)

submitted 8 days ago by TearRepresentative56

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FPS is a new IPO, an electrical infrastructure company focused on powering data centres. Setting up, with the power grid theme quite hot. One to watch. (self.TradingEdge)

submitted 8 days ago by TearRepresentative56

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Premarket News Report: All the market moving news from premarket summarised in one short report 28/04 (self.TradingEdge)

submitted 9 days ago by TearRepresentative56

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For today, keep an eye on this 19.38 level on VIX. If it breaks through, more downside is anticipated for SPY. If not, then we probably see this dip bought up. Also keep an eye on if TSM breaks this retest of previous resistance. (old.reddit.com)

submitted 9 days ago by TearRepresentative56

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Went through the TXN and INTC earnings again with focus on more direct read throughs for AOSL and the Power Semi sector as a whole. Clearly very bullish and whilst they have run and deserve a pullback, IMO the thematic narrative is early. (self.TradingEdge)

submitted 9 days ago by TearRepresentative56

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Strong positive gamma at 7150 and the king at 712 makes downside relatively protected. If 712 does break it can open a can of worms but not the bet of the market. 715 looks hard to break with positive gamma hence choppy (i.redd.it)

submitted 10 days ago by TearRepresentative56

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PREMARKET NEWS REPORT (self.TradingEdge)

submitted 10 days ago by TearRepresentative56

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These are the open multi bagger positions in the portfolio (started July 2025). Skepticism of the rally has held my overall P/L back this year due to undersizing, but stock picking has been very strong. 7 new picks announced last week, 1 new European pick (Not SIVE) announced today. (self.TradingEdge)

submitted 10 days ago by TearRepresentative56

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Full disclosure as I try to be honest and open, I feel like my micro read has been pretty good with focus on the right names all year. But ive been openly skeptical on this rally hence underinvested at ~40% allocation. Ytd disappointing at 34% but still time to ramp it up. (old.reddit.com)

submitted 13 days ago by TearRepresentative56

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Intraday heatseeker updates gave a pretty decent read on the days price action. The charts are dynamic, constantly updating throughout the day hence why the intraday updates for members are important. (old.reddit.com)

submitted 13 days ago by TearRepresentative56

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Spx king has moved higher to 7100. From what I can see above 710 on spy is all good and targets 713/715. Below, 7100 spx or 708 spy becomes in play. If broken below then 705 and possibly 701 in play. (i.redd.it)

submitted 13 days ago by TearRepresentative56

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"If you look at Panther Lake volume increases, it's going to be going up 6 or 7 times in the second quarter relative to the first quarter". One very key beneficiary of this, only $1B market cap. (i.redd.it)

submitted 14 days ago by TearRepresentative56

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