django @djangoduel

Catalyst trader | US markets Australia Joined February 2023

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118
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257

django @djangoduel

2 days ago

Structural tendencies of markets stand the test of time. Build your edge there.

HF_Trader @HF_Trader

2 days ago

Structural tendencies of markets stand the test of time. Build your edge there.

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django @djangoduel

4 days ago

Added $CRDO on day 2. https://t.co/Fn6FNUFP7N

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OpenAI will have their own chips for the first time next year, co-designed with Broadcom. The chip is for internal use only. Broadcom announced earlier today that they had secured $10 billion in orders for custom chips from a new mystery client. Looks like the mystery is solved.

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django @djangoduel

4 days ago

$CRDO is becoming the backbone of the AI buildout: 6 straight quarters of hypergrowth. Reports Q1 EPS: $0.52 (+1200% YoY, +43% beat), sales $223M (+273% YoY), guide $230–240M vs $202M est. One to watch at the open.

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django @djangoduel

4 days ago

Took profits on $MP, $APLD. Stopped on $SERV, $NBIS. Down to three: $RDDT, $ALAB, $WULF.

django @djangoduel

a week ago

Took profits on $MP, $APLD. Stopped on $SERV, $NBIS. Down to three: $RDDT, $ALAB, $WULF.

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django @djangoduel

7 days ago

EP chatter. Credit @PradeepBonde: “a hint is more than enough.” Reps create clarity: show up, study, refine. Over time you align with the opportunity set. For the curious: Growth (revenue-driven): Median rev +86% YoY. Story (narrative-led): ~87% tied to Big-Tech/AI adjacency.

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django @djangoduel

a week ago

EPs are mostly a bull-market phenomenon.

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Elite Swing Traders @1ChartMaster

a week ago

If you're struggling keep grinding your day is coming. This is a tough game and it takes years to put shit together. Be patient with the learning curve and always respect risk.

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django @djangoduel

2 weeks ago

Story EPs orbit the AI/HPC stack: power, compute, DCs, pipes. 87% of my best “story” runs lived there. Start your hunt there.

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django @djangoduel

2 weeks ago

New swing added $SERV Current holdings: $MP, $ALAB, $WULF, $RDDT, $NBIS, $APLD, $SERV

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django @djangoduel

3 weeks ago

New swing added: $WULF

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django @djangoduel

4 weeks ago

Stan Druckenmiller – insights that resonate: 1️⃣ If you’re in it for the money, go elsewhere - you won’t outwork those who love the game. 2️⃣ Compete against the opportunity set. 3️⃣ When you have conviction, bet big. 🎥 Full interview: youtube.com/watch?v=-5Weeo…

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django @djangoduel

4 weeks ago

Great setups can’t save you from bad habits. I’ve used visualisations to script “rules pay” daily for months, yet still scratched $NBIS before my stop. It’s a reminder the mental game never stops. Added $SOUN Friday and stayed in. Grateful to @PradeepBonde for the concept.

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django @djangoduel

a month ago

New swing added: $NBIS

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django @djangoduel

a month ago

New swing added: $ALAB

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django @djangoduel

a month ago

New swing added: $APLD Clean example of the “delayed reaction” setup from @PradeepBonde. Strong names often go w/in 3 days post catalyst (see $HIMS, $QS).

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django @djangoduel

a month ago

Current swings: $MP, $BE, $RDDT $RDDT: social media momentum $BE: energy infra & datacentre adjacency $MP: rare earths strength + political tailwind Keen to hear how others are playing these!