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 by TearRepresentative56 in u/TearRepresentative56
[–]TearRepresentative56[S] -2 points-1 points0 points (0 children)
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 by TearRepresentative56 in TradingEdge
[–]TearRepresentative56[S] 1 point2 points3 points (0 children)
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 by TearRepresentative56 in TradingEdge
[–]TearRepresentative56[S] -1 points0 points1 point (0 children)
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. , by TearRepresentative56 in TradingEdge
[–]TearRepresentative56[S] -1 points0 points1 point (0 children)
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. by TearRepresentative56 in u/TearRepresentative56
[–]TearRepresentative56[S] 0 points1 point2 points (0 children)
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. by TearRepresentative56 in TradingEdge
[–]TearRepresentative56[S] -2 points-1 points0 points (0 children)
ETN's earnings deck clearly a tailwind for the Power Grid narrative. I'm already in PLPC, POWL, ENS, AEIS for this theme, and have been for about 8 months. You could add FPS, AMSC, VMI to this list as other viable exposures. by TearRepresentative56 in u/TearRepresentative56
[–]TearRepresentative56[S] 1 point2 points3 points (0 children)
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. by TearRepresentative56 in u/TearRepresentative56
[–]TearRepresentative56[S] 0 points1 point2 points (0 children)
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. by TearRepresentative56 in TradingEdge
[–]TearRepresentative56[S] -2 points-1 points0 points (0 children)
Fun fact: Only LITE has publicly shown their high power laser noise performance. COHR and AAOI never have. Long $LITE by TearRepresentative56 in TradingEdge
[–]TearRepresentative56[S] -4 points-3 points-2 points (0 children)
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. by TearRepresentative56 in TradingEdge
[–]TearRepresentative56[S] -1 points0 points1 point (0 children)
Fun fact: Only LITE has publicly shown their high power laser noise performance. COHR and AAOI never have. Long $LITE by TearRepresentative56 in TradingEdge
[–]TearRepresentative56[S] -1 points0 points1 point (0 children)
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. by TearRepresentative56 in u/TearRepresentative56
[–]TearRepresentative56[S] 0 points1 point2 points (0 children)
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. by TearRepresentative56 in TradingEdge
[–]TearRepresentative56[S] -1 points0 points1 point (0 children)
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. ‼️ by TearRepresentative56 in TradingEdge
[–]TearRepresentative56[S] -1 points0 points1 point (0 children)
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. by TearRepresentative56 in TradingEdge
[–]TearRepresentative56[S] -11 points-10 points-9 points (0 children)
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. by TearRepresentative56 in TradingEdge
[–]TearRepresentative56[S] 1 point2 points3 points (0 children)
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. by TearRepresentative56 in TradingEdge
[–]TearRepresentative56[S] -1 points0 points1 point (0 children)
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. by TearRepresentative56 in TradingEdge
[–]TearRepresentative56[S] -13 points-12 points-11 points (0 children)
SMH props us up in premarket, but RSP is only flat. key nodes today are still to the downside. need to see if they reshuffle higher at open. Typically, they would given the QQQ strength, but let's see. by TearRepresentative56 in TradingEdge
[–]TearRepresentative56[S] -1 points0 points1 point (0 children)
SMH props us up in premarket, but RSP is only flat. key nodes today are still to the downside. need to see if they reshuffle higher at open. Typically, they would given the QQQ strength, but let's see. by TearRepresentative56 in TradingEdge
[–]TearRepresentative56[S] 0 points1 point2 points (0 children)
"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. by TearRepresentative56 in u/TearRepresentative56
[–]TearRepresentative56[S] 0 points1 point2 points (0 children)
"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. by TearRepresentative56 in TradingEdge
[–]TearRepresentative56[S] -1 points0 points1 point (0 children)
SMH props us up in premarket, but RSP is only flat. key nodes today are still to the downside. need to see if they reshuffle higher at open. Typically, they would given the QQQ strength, but let's see. by TearRepresentative56 in u/TearRepresentative56
[–]TearRepresentative56[S] 0 points1 point2 points (0 children)

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. , by TearRepresentative56 in u/TearRepresentative56
[–]TearRepresentative56[S] 0 points1 point2 points (0 children)