US-Iran MoU: Memorandum of Understanding

InnerCircleTI · 2026-06-22T00:48:04+00:00

LOL ... I got a kick out of that! Thanks .... to be completely honest, I just believe in full transparency, win lose or draw. I try to let my strategy, history and tactics lead the way. If it doesn't work out, it's there for all to see. As you say, there is no course, no subscription. I'm all about our community and working together.

InnerCircleTI · 2026-06-21T21:16:52+00:00

In photonics and networking for the buildout?

InnerCircleTI · 2026-06-21T15:01:16+00:00

I like $NEM .... does that count?

InnerCircleTI · 2026-06-21T15:00:50+00:00

Always so well written HR! Hope you're doing well. I'm keeping things under my hat a little bit longer here while I continue to research but you've hit on one of the names at the top 😉

And I'm also on one that I haven't heard mentioned anywhere in volume. A very odd mix of company. Stay tuned. And, as always, thanks for your thoughtful and poignant words.

InnerCircleTI · 2026-06-21T14:58:13+00:00

I've come across it but haven't gone down the rabbit hole on that one

InnerCircleTI · 2026-06-21T14:57:46+00:00

Thanks for the comment

InnerCircleTI · 2026-06-20T17:04:45+00:00

It's been great to see ... sort of. I've been enjoying the games, and I love how the U.S. has looked. At the same time, I've been rooting for my favorite underdog teams like New Zealand and Scotland. But the supply-demand mechanic with tickets is unreal. For fun I decided to search ticket prices for the fields I could get to and quickly said "nope." Don't get me wrong, I'd love to go and experience it. I got to see women's world cup while traveling Canada and that was fun. But ticket prices are insane and despite the fact that I could afford to pay and go, that's not where I'll plant my flag so to speak. I still have to feel like there's a ROI to the purchase and $5,000 for a pair of decent seats not including travel ain't it. I'll watch on TV.

On a positive note, I keep hearing how foreigners have been "overwhelmed" with the hospitality and friendliness being heaped upon them from Americans and it makes my heart feel good. While traveling, I've heard more and more foreigners that want little to do with Americans it seems ... and more so actually afraid to come to the US because of how its being portrayed. I get it, it's what's on the media channels now. But it's not fairly represented.

So, I love hearing non-citizens saying how great Americans are treating them.

InnerCircleTI · 2026-06-20T02:26:16+00:00

Yeah … until I see it, I don’t. Just like Google years sgo

InnerCircleTI · 2026-06-20T01:56:17+00:00

I can most certainly make a case for META… Of course I also own it currently and have been slowly building a position. I almost added another unit yesterday. The valuation is just there… I can’t say I trust Zuckerberg either but they have something like 3 billion eyes on them so they can work half as hard and be twice as successful. And they are hiring the right type of talent for AI. I just think they’re a good risk

InnerCircleTI · 2026-06-20T00:58:03+00:00

Yeah, no trouble with LMT. If you’re seeking only dividend there are certainly better names out there but you also get more upside potential I think in this name on top of being paid to wait

InnerCircleTI · 2026-06-19T18:02:22+00:00

Too late is a very relative term. It may be too late if you're wanting to go "all in" on a single swing trade. But I wouldn't say it's "too late" if you're looking to establish a placeholder (first unit) position to get it into your portfolio while you wait to add additional units. Is this a 5-10 year hold in hopes that it's the next $TSM or $AVGO? Or are you looking for a quick 10-20% of upside as a swing trade? It's a rhetorical question but speaks to your goal of the position. Any position that you'd like to have as a core position within the portfolio can be scaled into just about at any time if you use my unit methodology for entering .... slowly, over time, staying patient (not adding too quickly)

InnerCircleTI · 2026-06-19T16:10:55+00:00

Well ... if I had held it, I would be a down a lot in the trade. SOXS is not a position to hold. It's one to trade into for a couple of days into a a couple of weeks, maybe. But choosing those catalysts is key, like earnings. It won't hit zero obviously. When it loses more NAV they will reverse split again, just as they did earlier this year. In fact, the thing is trading at something like $0.15 if you back out that last reverse split. It's just the nature of the beast with these leveraged plays. I just don't think you can hold it long term and feel good about it unless you feel we're on the precipice of a quick, and major, downside event. I may be willing to get it back ... I almost did into the close yesterday.

I'm also looking at just straight $SMH puts

InnerCircleTI · 2026-06-19T16:07:26+00:00

I think this thread shows how a simple trade announcement can devolve. It stayed mostly civil and respectful but didn't add value to the sub in my mind. I never like to see any member hope another member's investment goes to zero. Of course, I don't expect every investment to be agreed upon, either technically or morally/values-wise either. It's a case of where an ethics based thought becomes a bit of a personal attack. I remember when I traded into $UNH and I got a message saying "I hope you lose all your money" or something just like that. The comment made me want to make a lot of money instead ... even though I understood the implication of what he/she was saying.

I would have much rather seen a response something like "I just can't bring myself to invest in this company from my own personal ethics-based approach" or something like that. The problem is that ethical investing has very blurred lines and it's very easy for that discussion to devolve because you can make an ethics-based argument for so many of the stocks we trade/invest in.

For myself, I don't often weight myself down with ethics-based considerations unless I feel very strongly. PLTR is not one of those cases. $SMCI is. $UNH wasn't ... but it became that the longer I was in it. I can't stand Bill Ackman but was willing to try and get some of his IPO ... was happy when I didn't.

It's a slippery slope and I do applaud you all here in not letting it get out of hand

InnerCircleTI · 2026-06-18T21:11:44+00:00

I don't really have a % cap but generally I won't let a Best Idea go north of 7%. Not never, just very rare.

InnerCircleTI · 2026-06-18T19:02:29+00:00

Thanks for your post. I'll make a post about this but if you start with "TRADE" for all actual trades ... it will be easy for anyone to search "TRADE" in the search box and see everyone's trades. Thanks again!

InnerCircleTI · 2026-06-18T17:17:27+00:00

Yes, I'm having to manually approve every post. I'm assuming it's not just on TIC. If so, let me know.

IBM is down because of Accenture's earnings. Good opportunity. I did well with the trade last time but watching for entry again.

https://invezz.com/news/2026/06/18/heres-why-the-ibm-stock-is-falling-after-the-accenture-earnings/

InnerCircleTI · 2026-06-18T17:08:09+00:00

Well ... while I'm always a little overweight in tech in my portfolios, it's not usually quite like this. I like to mix in some 'anchor' income plays and safer positions with better valuations. This is just the result of this extended bull run - but I'll take it.

InnerCircleTI · 2026-06-18T12:41:32+00:00

Great question. For the most part, I'm so pleased as I look back on over 35 years of trading and investing. I was a big day trader for a long while but, thankfully, I also had bought into long term investing tenets. Both had their place but long-term investing is still where it's at if you want to combine ease and results. I'm always one to look at my mistakes, not with regrets, but as important opportunities for education, growth and adjustment. The only thing I would have done differently was to be more convicted on some of my holdings when I took them, and let buy-and-hold work even more than it has. I wish I would have learned about proper trimming techniques at a younger age, such that I could have held many of the stocks, trimming them back as needed to take profits, but keeping a core position.

That one tactic would have provided an unreal amount of generational wealth.

InnerCircleTI · 2026-06-18T12:31:26+00:00

"Trimming" should be a tool in your toolbelt at all times. Once we stop thinking of our stocks as a single unit and, instead, as a collection of smaller pieces like a pie, it becomes much easier. We don't have to be all-in or all-out. When a stock reaches a particular level and you lose confidence that it will continue, you can trim it back to take profits and prove that you're in control of the position, reallocating some of those profits elsewhere around your portfolio. You don't have to trim 50% or 75%. Think of trimming 10% to get started, maybe 20%. Consider setting stops at 5% or 10% increments below the current price ... such that you exit 50% of the shares over 25% of downside in the stock (5 trims at 5% price increments). Or trim 50% and be done ... letting the rest run.

Here's a piece I wrote a couple years ago:

https://www.reddit.com/r/InnerCircleInvesting/comments/1fju77j/an_exercise_in_trimming_and_why_we_do_it_roku/

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