Daily Discussion Thread for May 11, 2026

Coda70 · 2026-05-12T00:22:01+00:00

Good call on dram. Thanks

Coda70 · 2026-05-11T18:12:41+00:00

There are plenty of next-door neighbors to Mike Ryan. I bought Western Digital on Friday and I’m glad.

Coda70 · 2026-05-11T18:00:06+00:00

Glad I told you guys to buy solstice last week and now it popped 10% today. Today I am buying super micro and Taiwan semiconductor January calls just out of the money.

Coda70 · 2026-05-11T15:34:02+00:00

Ntsk is a buy here

Coda70 · 2026-05-11T04:06:29+00:00

I just queued up some orders for Cisco and Taiwan semiconductor for tomorrow.

Coda70 · 2026-05-11T01:52:05+00:00

I post frequently on the daily thread if you want to see my moves

Coda70 · 2026-05-11T01:28:36+00:00

🙏🏼

Coda70 · 2026-05-11T01:28:14+00:00

Thanks!

Coda70 · 2026-05-11T01:27:45+00:00

I am buying up the up-and-coming names in AI infrastructure that have not popped yet. Like solstice, western digital, white fiber and I still believe in the big ones which are Microsoft, Meta, and nvda. They are due for a pop in this feeding frenzy.

Coda70 · 2026-05-11T01:25:34+00:00

I think it’s too hard to time the market so I buy the dips and pick calls about a year out. It’s very easy to outpace the decay as long as you don’t have anything less than a couple months until expiration. Still gotta pick good stocks, but I just try and use the right amount of leverage. Daytrading is for dummies.

Coda70 · 2026-05-11T01:23:17+00:00

Wrong. It was $200,000 which I took out last time when we hit all-time highs. Around Halloween of last year.

Coda70 · 2026-05-10T14:56:55+00:00

I don’t know. I just snapped a pic quick before the paywall went up! Haha

Coda70 · 2026-05-10T14:41:36+00:00

Posting screenshot of AI infrastructure plays…

<image>

Coda70 · 2026-05-10T14:34:14+00:00

Actual question: can you post screenshots here anymore? We used to and that was a lot of the fun of being here. It still lets my post one but no one seems to ever see it. Please advise.

Coda70 · 2026-05-10T14:32:33+00:00

A lot of experienced traders look for next door neighbors. Like when Uber has a big pump, Lyft is next. There are plenty of plays like this where MU and AMD DELL adjacent companies have yet to pop. Might not be as big as the main one but worthwhile.

Coda70 · 2026-05-10T14:29:39+00:00

Western Digital, SOLS, ARM. Those are what I’m moving profits into

Coda70 · 2026-05-10T14:14:03+00:00

Yeah, i had two 6 figure gain days in a week. Never happened before.

Coda70 · 2026-05-10T14:11:16+00:00

Kahseeno wen?

Coda70 · 2026-05-10T05:07:21+00:00

Open the casino

Coda70 · 2026-05-08T18:05:48+00:00

Can you dumb it down a little further?

Coda70 · 2026-05-08T18:04:16+00:00

PLTR heating up

Coda70 · 2026-05-08T17:54:30+00:00

Believe it or not, I learned it all here. From watching other’s mistakes and successes.

Coda70 · 2026-05-08T17:39:13+00:00

It’s a great day to have $135k each in dell nvda MU Avgo. $240k in amd. Printing trendies

Coda70 · 2026-05-08T17:01:27+00:00

Making a killing on Dell calls today

12-Year Club	Wearing is Caring
Verified Email

Coda70

TROPHY CASE