Minerva Capital

Minerva Capital

Add'l tickers from morning scans

$Amer Sports(AS.US) $Block(XYZ.US) $GlobalFoundries(GFS.US) $Intuitive Machines(LUNR.US) $Installed Building Products(IBP.US) $Stubhub - CL(STUB.US) $Snowflake(SNOW.US)

📊 Trade ideas for tomorrow (Not Financial Advice)

$Guidewire Software(GWRE.US) $Cormedix(CRMD.US) $Lattice Semicon(LSCC.US) $Lumentum(LITE.US) $Micron Tech(MU.US) $Bio-Rad Lab(BIO.US) $Blackline(BL.US) $Vista Energy(VIST.US)

📌 See pinned tweet for how I use my WL

Is MarketSurge down for anyone else or just me? Not loading for the last few hours now!

@marketsurge @IBDinvestors @mwebster1971

Top gainers today: $Nextpower(NXT.US) $Nebius(NBIS.US) $AppLovin(APP.US) $Arista Networks(ANET.US) $Arteris(AIP.US) $Valens Semiconductor(VLN.US)

Bought the dip / VWAP reclaim on $Ur Energy(URG.US) - this is a penny stock / uranium sector / small-cap so higher risk!

Picked up $Ambarella(AMBA.US) r/g vs LOD. Claude went into ramble mode on this one. NFA

$Lumen Tech(LUMN.US) calls doing all the heavy lifting in the port today - thanks @stocktalkweekly!

Bought the dip on $Nextpower(NXT.US). Notes below. NFA

Can the $Precigen(PGEN.US) fly 🕊️

Top movers today: $Etoro(ETOR.US) $Arteris(AIP.US) $BorgWarner(BWA.US) $Tower Semicon(TSEM.US) $Alibaba(BABA.US)

$Parsons(PSN.US) offering a better entry point today after filling y'day's gap-up on the CEO buy news. NFA

$On Holding AG(ONON.US) running today after a post-earnings flush y'day. I had taken the May $35 calls as an earnings play that are now ITM though still underwater.

$BorgWarner(BWA.US) +7% on 400% rel. volume today and seeing call flows. Notes from a couple of days back when I entered. Hidden AI play - in fact so well hidden that Ppx/Claude didn't know about it, but Gemini did. Thats where pairing AI opinions helps. NFA.

Picked up $Arteris(AIP.US) on the r/g. Notes below. NFA

📊 Earnings / catalyst trade ideas for tomorrow

(Not Financial Advice)

$Achieve Life Sciences(ACHV.US) $Steris(STE.US) $Enovis(ENOV.US) $Insmed(INSM.US) $Jumia Tech AG (JMIA.US) $Rigel Pharma(RIGL.US)

📌 See pinned tweet for how I use my WL

$Liquidia Tech(LQDA.US) amazing follow-thru after the 25%+ day y'day. PTs raised to $59-70 range.

$Arista Networks(ANET.US) +3% on strong volume today. I was expecting the April gap to completely fill but I guess not. I went long via June 150 calls y'day (notes below). NFA

Picked up $Integra LifeSciences(IART.US) June $15 calls on today's dip / VWAP reclaim. Binary risk/reward - see AI notes below. NFA

$Blue Bird(BLBD.US) huge buy volume at ~68. Looks like it might have put in a post-earnings low. NFA

📊 Earnings / catalyst trade ideas for tomorrow

(Not Financial Advice)

$NVIDIA(NVDA.US) $Marvell Tech(MRVL.US) $Lumentum(LITE.US) $Arista Networks(ANET.US) $Coherent Corp.(COHR.US) $Guardant Health(GH.US) $Astera Labs(ALAB.US) $Monolithic Power(MPWR.US) $Regal Rexnord(RRX.US)

📌 See pinned tweet for how I use my WL

Wow - what a wild week! Top movers: $Penguin Solutions(PENG.US) $AMD(AMD.US) $Datadog(DDOG.US) $Qualcomm(QCOM.US) $KLA(KLAC.US) $Joby Aviation(JOBY.US) $Apollo Global(APO.US) $Willdan(WLDN.US) $iShares Expanded Tech Software Sector ETF(IGV.US)

Have a great weekend!

$IREN(IREN.US) on VWAP reclaim vs LOD. NFA

Picked up $The RealReal(REAL.US) on VWAP reclaim after earnings washout vs LOD. Right now prefer these setups vs. chasing gap-ups. Notes below. NFA

Red day today but these stocks helped in softening the blow: $Datadog(DDOG.US) $Fastly(FSLY.US) $Qualcomm(QCOM.US) $AppLovin(APP.US) $Dynatrace(DT.US) and $Fair Isaac(FICO.US) (in LT account).

From hard experience I know that the next few days are going to be tricky for my trading style, so less is more.