Friday, 8 May 2026

High can go higher

Stoks

  • Power candle of 5.5% for QQQ, performance is getting further and further every week.
  • QQQ is almost 16% YTD vs my total of <3% YTD, what a big joke.
  • Only consolation I can tell myself is I need cashflow so I gotta sacrifice some painful gains.
  • Memory stocks continue to lead the way, followed by semis.
  • Bought 15 more MU this week due to FOMO but they say forward PE still cheap so...
  • Scary to see market going higher and higher despite the massive weekly pumps.
  • 5 straight weeks of gains for tech and that is amazing on how market can be so irrational.
  • Meanwhile META and PLTR aren't getting the love for now.
  • New position into RDDT at 163 and then it got dumped again on Fri.
  • Will continue to add more if it falls to 140 and 125.
  • Slightly more aggressive positions into SMH CSPs currently, unlikely to see big pullbacks but hope to see some less volatile movements.
  • Need to be more passive about market movements, either I buy more or just let it be.

Up-ed approx 18K for the week








1.2632 USD FX
















+ MU / RDDT / PLTR









Life
  • Bought ticket for soccer match next week.
  • Life is feeling very weird for me, especially my attitude nowadays.
  • Somehow getting triggered by little stuff from her.
  • Received my FR 165, still got to test w phone sensor.
  • Booked IPPT for next Wed, shall see how my running will do. Should be able to get a minimum silver.
  • Only good thing I can see now is probably running more often...pkl

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