Christmas came early

This was a very good day for me. Seems like I've had a few of those lately.

NVT - I picked up last week, I think, because I didn't want to chase VRT. They reported and were up 17% at one point, but closed at 11.21%

RDDT - I've said this many times, when RDDT is going to do their ER, watch the action for the last half hour, and if it's good, buy in. I did at $149, and they closed up 13.07%, but were up 18% at one point

NBIS - Doesn't report until 5/6 (unconfirmed), but they acquired another company and shot up, closing at 11.76%

CRWV - put on some gains, and are up 6.64%

MSFT - Came back up 1.63%

CRCL - up 9.71%

WATT - finally gave back some and is down 3.06%, but AH is showing gains

RKLB - disappoints again down 4.48%

GOOG/WMT/NVDA/IBM - basically flat

GLW - Down 3.68%

ORCL - up a nice 6.44%

Portfolios up 4.62% today, that's a nice 7% plus in the last 2 days. The week in total was damn good. I took some profits by selling half my shares in 4 stocks. I'm tired of the roller coaster of giving and taking away. I decided to keep some this week.

Posted May 1, 2026, 9:12 PM UTC

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