Software Investor
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Software Investor telegram channel for everything tech, markets, trading, and investing! ***Nothing here is investment advice*** only education.
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ASML big move up
TXN after hours gap up and holding calls with 190 strikes. i'm so obsessed with watching capital deployment...
also an amazing day with CRWV
looks like we might still be okay (as long as we hold) for this week. QQQ holding the 50MA and reclaiming the trendline.
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SNOW down 8% this morning. why we pay attention to that 200MA folks.
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last sunday's report (2/1/26). check these names as majority of them are down a lot.

not claiming that trading is easy but just want to highlight the work when hard work sees results.
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chart exmaples
also noted the big bounce in metals
very nice day on the short side. learnings: we observed weakness across stocks and market leaders prior to the indices declining today. will be very helpful to understand as we move forward and continue to forecast each week.
Sharing my analysis on AMD earnings today - https://www.youtube.com/watch?v=gRzvWpxPbvQ
Wow, I loveee this
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sharing my analysis on GOOGL earnings (nice update in the business with Gemini, imo) - https://youtu.be/-Ft_i1pMuAM
my favorite part here. gives us a lot of insight into their AI business efforts.
i know markets are tough today (but very good if you got shot positions). i've been betting puts on SPY QQQ AVGO, etc. this week. tomorrow should be another down day from what i can see.