$CRDO Clinging onto the 200D SMMA. I have redrawn the 2nd zone for a buying opportunity at $122 if the rebound does not sustain. (Hope this drop doesn't happen also because this would probably need an entire AI pullback for this to occur and I am holding other AI infrastructure cluster names $VST $FPS 😂)

Levels I will consider buying $CRDO at: $148 (200 SMMA on Daily) $132 (Deeper historical level of support / resistance for turning points and 100 EMA on Weekly) At what price does Credo become a screaming buy?

Waiting very patiently for the pullback to consider buying these stocks: $AAOI at $89 $NBIS at $180 $CRDO at $123 (if this happens I will go ham) $CRWV at $69 $FPS at $33 (Breakout pullback) $AVGO at sub $323 $NOW at sub $122 (quality software name for investing) $APP at $278 $RDDT at $142 $SOFI at $15 (Bottom of consolidation range) $ADBE at $220 $CELH at $26 $GRAB at $0.10 (hi) $NIO at $1 I have set my alerts on all these names. Will assess and weigh when the time comes🤝🏼 NFADYOR -Solskjaer

$VST CEO James Burke bought his stock 3 times in the last 3 weeks, with an average of $135. Down 38% from its peak, I see an asymmetric bet here. (I own 37 shares in $VST at $139) Fundamentals - 13.7x forward EPS vs peak in 25x --> Almost a year of compression - Forward High Cash Flow Yield near 9% (Guidance targets more than $10B in total cash generation across 2026 - 2027 period) - 2026 volumes are 100% hedged, 2027 volumes 94% hedged --> Baseline Cash Flows almost completely insulated from spot natural gas or electricity price drops - S&P Global upgraded $VST to BBB- with net debt to EBITDA leverage ratio within 2.6x - 2.8x range by 2026-2027 (Investment Grade) Contracted Cash Flows - PJM Capacity Reset: $VST contractually locked in an incremental $1.1B-$1.4B in high margin annual EBITDA through 2027 --> $VST makes nearly 100% pure profit with no extra expense - Tech Annuities with Hyperscalers: 3.8 GW locked into 20-year nuclear Power Purchase Agreements with AWS and Meta at fixed premium prices. - Built-In Margin Buffer: 41 GW generational fleet paired with roughly 5M retail customers of TXU and Dynergy --> $VST owns both power plants and the retail utility companies, which can capture profits regardless of power price direction Insider Signal and Capital Allocation - $VST repurchased more than $6.5B of its stock since Nov 2021 and total common shares outstanding dropped 30% --> $1.2B more authorized for buyback - Insider selling from directors completely halted once $VST was below $145 - David Tepper (Appaloosa Management): Increased his VST position by ~10%, expanding it into a ~$350M stake - Peter Thiel (Thiel Capital): Disclosed a new starter stake of ~$59M during Q2 cycle - @pelositracker Nancy Pelosi's husband has 5000 shares of $VST since the start of this year. Is $VST still a buy at $149?

WARNING: Something just tells me that we might see another 2-3% correction in the markets and it feels unsettling. $SPY bounced off $750 cleanly and has been holding up quite well over last 1.5 months (trickling down, not crashing) given the war, oil at $100, rate-hiking and AI fears. Overall it is still in an hourly downtrend. HOWEVER, the big names ($AVGO $GOOG $NVDA $MU $META $TSLA) are still an inch above their EMAs or are approaching key resistance levels. The equal weighted $RSP is sitting at 100D EMA too. If we see the broader market correct, $SPY can revisit $742 (200D SMMA) and most of these names will retrace back to their long term EMAs / rising trendlines. $QQQ is also stuck in a channel. That's where I'll be happy to load up on quality AI and software names for swings and long term investments. Until then, I'll just keep a lookout for individual swing setups based on standard playbook. Note that I'm not bearish. Instead, I believe this could be the final dip before we rip higher into the end of 2026! NFA