David Prince
@epictrades1 is only mainly trading the 4 or 5 stocks below...
Oil's up, yields are up, the Fed's hawkish. and he's mostly long anyway.
" It's a market of stocks, not a stock market." the indices can look ugly and the right names still work.
what's been doing the work for him:
→
$DELL. called it one of the best earnings reports he's seen. growth well over 100%. he's been buying dips and added calls today
→
$META. bought the dip when everyone was arguing about the new AI. the narrative flipped and the stock ran
→
$CRM. kept buying dips after earnings. he's flat now
→ Semis said the solana:5XqMbyZbtse5UQUzgrYMpeWLWLR6BWFqUm5H3VAWpump is "the engine to the market" and you can't bet against it when it's breaking out
and the one that didn't feel great:
$AMZN. made about 10 points on it and said it "felt like the hardest 10 points ever." it's cheap but it trades heavy, so he's mostly stepped aside.
His rules for this market:
→ don't own too many positions
→ be careful on your sizing
→ don't chase. when they come to you, buy them
→ take losses quickly
"One day this dip buying is not going to work... I'll change if I have to... for now it's working."
Next one on his radar is
$MU into earnings Wednesday.
If it doesn't run up into the print, he thinks there's upside.
"We don't need to own a lot. we just need to own enough of a few."