When in Rome, I guess………….time for a couple of long ideas.
They’re both quite similar: (a) electric car makers (b) much less famous than Tesla (c) beautiful bullish bases. I present to you Nio and Rivian:

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When in Rome, I guess………….time for a couple of long ideas.
They’re both quite similar: (a) electric car makers (b) much less famous than Tesla (c) beautiful bullish bases. I present to you Nio and Rivian:

Now that naivete and gullibility are all the rage once again, all the quantum computing companies (sporting zero revenue and giant losses) are the prettiest girls in town. You will kindly note they are all fighting against gargantuan mountains of overhead supply.

This is one of those days which doesn’t exactly write itself, content-wise. I’ll therefore just show a couple of hand-scratcher charts whose purpose in life seems to be to just go up every day without fail.
The first is Sandisk (SNDK), the #1 performer (by far) of Q1 2026 which is continuing to create lifetime highs every single day, in spite of absolutely no earnings at all. It’ll keep going up until it doesn’t, and this is the kind of stock I would never short………..ever.

Sometimes trading success comes from intense analysis, study, and speculation. Other times, it comes with a kind of “how the hell did that happen?” While I am not in this trade myself, it is shaping up so like a quiet sector that I wouldn’t have expected to show benefits from the current geopolitical climate. But shipping has been slowly rallying lately. And they are showing patterns that don’t look like they are just short-term blips. They are showing some decent basing for at least a medium-term swing.
