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Broadcom, a Go-Go

By Tim Knight - 1 week ago (03, Jun 2026 1:55:02 PM)

I’m delighted to see Broadcom getting its butt kicked after hours.

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Big Sandisk Energy

By Tim Knight - 1 week ago (03, Jun 2026 1:00:00 PM)

SNDK is one item I don’t go anywhere near. It just goes up every single day. Jaw-dropping:

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Light in the Loafers

By Tim Knight - 1 week ago (03, Jun 2026 12:00:00 PM)

Surely you’re acquainted with this media darling.

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Fully Financialized

By Tim Knight - 1 week ago (03, Jun 2026 10:30:00 AM)

At this point, the only stuff America actually makes anymore is pornography and ventriloquist dummies.

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Avoiding the Temptation

By Tim Knight - 1 week ago (03, Jun 2026 9:00:00 AM)

I’m pleased, and a bit surprised, to report that I followed my trading rules for a change. To explain: I have a short position in CRWD. They report earnings tonight (and we’ll see by tomorrow if my “wisdom” was foolish or not), but PANW reported yesterday afternoon, and they absolutely exploded higher based on their earnings.

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