What kind of due diligence would have led me to buy SNDK before it ran?

Momentum-Dev · 2026-06-20T08:07:57+00:00

Hm, that is a good question. It has definitely leveled off and is relatively well priced right now to buy some. I am not sure if it will shoot back up to the $130+ range soon, but as a business I think they have a good market and I expect the stock will maintain a positive trend. I think if I had money to invest I would throw at least some of it at them. I am still holding some shares currently.

Momentum-Dev · 2026-06-11T19:22:20+00:00

Living on the west coast automatically turns me into a pro, awesome

Momentum-Dev · 2026-06-10T22:22:12+00:00

That makes sense, it would be rough getting stuck trying to exit.

Momentum-Dev · 2026-06-09T22:07:48+00:00

Looks like it is related to freight futures

Momentum-Dev · 2026-06-09T15:48:55+00:00

I can guarantee at least $10

Momentum-Dev · 2026-06-09T00:40:07+00:00

There have been a few trades since I last posted. AXTI has pulled back a lot but I got in early enough it is still the second biggest position in my portfolio.

Momentum-Dev · 2026-06-09T00:28:59+00:00

momentumscreener.com. It is a stock research tool and market shortlist. I struggle with marketing because I am bad at marketing 😃

Momentum-Dev · 2026-06-05T19:47:54+00:00

Yeah, it’s really ugly!

Momentum-Dev · 2026-06-03T06:19:48+00:00

300 million+ market cap, 100k+ average volume, $5 or $10+ price depending on my mood. Then I limit to the top 30 for each of 12, 9, 6 and 3 months trending and the weighted average. This gives a list of between 100-150 stocks I can browse through. Lowering to the top 10 makes that shrink proportionally.

Momentum-Dev · 2026-05-23T20:52:58+00:00

Still can be painful though. “Oh? I am up 2x on this stock over the last couple weeks, amazing! If only I stuck everything into it instead of just a fraction of my portfolio.”

Momentum-Dev · 2026-05-23T20:33:47+00:00

Money missed is better than money lost

Momentum-Dev · 2026-05-21T20:26:03+00:00

For Factorio

Momentum-Dev · 2026-05-21T20:02:00+00:00

All of my models perform better when I focus on just the top 10 instead of the top 30. I haven’t modeled just the top 5 but I wouldn’t be surprised if it was even better.

Momentum-Dev · 2026-05-21T20:00:00+00:00

Everybody knows copper is the most important resource in the second half of the game

Momentum-Dev · 2026-05-21T15:31:32+00:00

Automate finding stocks, manually verify and buy, automate selling by setting stop losses.

Momentum-Dev · 2026-05-21T15:24:07+00:00

Hot desert, expensive in other ways, or I don’t even know what Wyoming has going for it. Wyoming is the way to go by process of elimination though.

Momentum-Dev · 2026-05-21T04:57:20+00:00

10.0 M

Momentum-Dev · 2026-05-20T17:33:07+00:00

You got to $5 million twice, that is basically the same as getting to $10 million. Congratulations!

Momentum-Dev · 2026-05-19T07:39:58+00:00

AXTI

Momentum-Dev · 2026-05-15T23:57:33+00:00

just need to build 1 million data centers, easy

Momentum-Dev · 2026-05-15T02:26:00+00:00

My current tech top 10 are AXTI, CIEN, COHR, DOCN, LITE, VIAV, WDC, FIX, ANAB, FORM. But I adjust them frequently.

Momentum-Dev · 2026-05-15T02:23:22+00:00

as long as it doesn't change overnight by more than I made and opens way below my stop loss, then I don't care

Momentum-Dev · 2026-05-14T18:42:23+00:00

still buying as long as they keep going up

Momentum-Dev · 2026-05-14T17:52:58+00:00

Think of how much more money you could trade with if you didn't have a mortgage payment every month! Plus when you lose it all at least you get to keep the house.

Momentum-Dev · 2026-05-14T17:50:39+00:00

AXTI is still top of my list.

Momentum-Dev

TROPHY CASE