2026-07-20XQuote

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A lot of these had some big moves Friday so very lucky timing, and I think a lot of the AI news we got this weekend is actually bullish. Something to think about long term. Only 2% of Americans have a paid sub for AI which is pretty crazy. and those that do are use ot hitting their limits pretty quickly. Even if all the costs went down 20% tmw, demand would only go up as more people could access AI, and people could use more prompts. in terms of the adoption curve. it hasn't even begun. let alone all the companies with small margins, for example in logistics that are going to have some incredible years in the years ahead. These will be some of the downstream effects we see in various companies as time passes. Again, there is opportunity in abundance

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Grabbed some $EWY at 155.52, $AAOI at $93, $NBIS at 166.3, $SNDK at 1395. AAOI will be a longer term position for me, same with NBIS. Ewy and SNDK ill dump within the week most likely. The one thing I would caution however is there's a very real possibility that we have some extended chop/sideways period due to the amount of deleveraging that occurred. I think it would be quite easy to get harmed each direction. At least until vol dies off a bit. These entries were the result of waiting 6 weeks. The market structure is pretty poor now overall, so I'd rather keep the higher conviction stuff, and start building those positions. As we could easily bleed lower. Will go into more of my detailed thinking tomorrow when I have some time. But the 6 weeks of waiting for these looks to be off to a great start each direction
Pentosh1 ↗