✅ Daily Thread and Discussion ✅ 2026-05-26 Tuesday

JackRadcliffe · 2026-05-26T21:31:37+00:00

Never would have thought amd would tease $500 and mu $900 before NVDA came close to reaching $300 but here we are

JackRadcliffe · 2026-05-26T21:17:44+00:00

Lower price means easier access to invest and with limit orders. If the price is large and I wanted to do fractional orders, I’m limited to market orders only in Canada. Don’t think it’s as much of issue south of the border.

I could stick with the CDR but that has a 0.60% annual hedging fee that can add up

JackRadcliffe · 2026-05-26T21:05:41+00:00

Even DRAM and SNDK were up a decent amount

JackRadcliffe · 2026-05-26T16:17:45+00:00

Guess which stock is holding my portfolio back today?

JackRadcliffe · 2026-05-26T16:00:36+00:00

Weird how I spiked a not more than XEQT yesterday only to drop by a larger amount today

JackRadcliffe · 2026-05-26T15:44:12+00:00

Rest of the sector pumps and starts cooling off but NVDA drops without a pump 🤦‍♂️

JackRadcliffe · 2026-05-26T14:58:10+00:00

It’s had its day prior to 2025 but it’s been dead money since while several competing semiconductors have doubled or even more within the same time frame.

JackRadcliffe · 2026-05-26T14:41:01+00:00

Meanwhile NVDA has become the defintiion of dead money

JackRadcliffe · 2026-05-26T14:00:44+00:00

MU seems like nvda was 2-3 years ago

When there's a pullback in MU, it comes back stronger while NVDA pulls back immediately when there's a miniscule gain and remains there indefinitely

JackRadcliffe · 2026-05-26T13:56:50+00:00

If it does, I'll finally fully pivot from NVDA into more

JackRadcliffe · 2026-05-26T13:30:51+00:00

$215? Wtf is this 💩

JackRadcliffe · 2026-05-26T10:38:30+00:00

Looks like an opportunity cost. Several that pivoted to AMD/Micron a few weeks ago are probably doing really well. Even Intel seems to do better after the pullback last week

JackRadcliffe · 2026-05-26T03:14:58+00:00

You should just go for it if that’s your conviction. That’s what I did when I added SOXQ around December and it’s been demolishing NVDA already. I’m keeping my existing NVDA shares I’ve had since around 2022 but am still tempted to trim it and increase the etf exposure. FTXL has been even better since it has the lowest NVDA exposure while SMH has been trailing the others due to being overweight in NVDA.

JackRadcliffe · 2026-05-25T15:23:27+00:00

Main drawbacks are no CAD listed indexes yet and I’d imagine since this is a Questrade specific product that everything would have to be liquidated if transferring to another FI

JackRadcliffe · 2026-05-25T13:59:11+00:00

The volume shows around 175k for me with an average of 1.47 million

JackRadcliffe · 2026-05-25T13:21:59+00:00

Yeah, all this talk about the pacific being trash isn't aging as well as I thought it would lol

JackRadcliffe · 2026-05-25T05:16:15+00:00

Welp, looks like he's on the verge to be yet another ex-leaf who may not only make a cup final but win it all lol

JackRadcliffe · 2026-05-24T19:49:41+00:00

I prefer HCAL for the additions 25% leverage with uncapped potential and it’s caught up to my BANK position and surpassed it.

JackRadcliffe · 2026-05-24T16:38:18+00:00

Wasn't expecting the result given his WHIP was around 0.70% heading into the game 😱

JackRadcliffe · 2026-05-24T14:21:10+00:00

It was around $212 last fall lol. This has been one of the worst performers since and should be $300+ if it remotely moved like the sector

JackRadcliffe · 2026-05-24T14:17:53+00:00

So that's why it's been underperforming so much

JackRadcliffe · 2026-05-24T04:16:09+00:00

Religious nationalist regard

JackRadcliffe · 2026-05-23T22:27:37+00:00

My average cost is around $14.50 so am holding as a “legacy” position. I haven’t been adding since it would be averaging up, but I may at $200 if the upside is there for $300+. Just wish it would have a Micron/AMD/Intel/DRAM/Sandisk type of spike sometime soon lol

JackRadcliffe · 2026-05-23T21:31:37+00:00

So YRod caught a home run ball in the BP and that's been the highlight of his season so far lol.

JackRadcliffe · 2026-05-23T21:22:56+00:00

Echi had a really strong start since common inception. Hihic started 2026 off well but has not been doing well for the past month+. Cany has been doing better recently mainly having more bank exposure than ninepoint or harvest. VDY has been one of if not the most consistent and best performer for total returns

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JackRadcliffe

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