Worked:

WX – Made 10% on the trade, WX closed up 13.3% today. It was the top stock on my list of stocks up by a wide margin of anything else. Good picking there.

CPST – Continues to get a bid late in the day for the second or third day in a row. I like this stock going forward for the long term. Similar to the AMAT story.

UWM – Bought @  44.14 out at44.9 had as much as 45.5+ on the trad, but the market started selling off as hard as it went up.

SIM – Holding in there up 1.3%

Sucked:

AMAT – Gave back some gains today, but too bad. I still love the AMAT story going forward.

EMKR – Took the loss and it was a good loss to take. EMKR sold off even more after I got out.

The index longs – Terrible day today. Actually today was one of the wildest days I’ve ever witnessed. Lost another 5% in the RUT, and 4% in the NDX. I swapped lightly to the short side today looking for more selling into Monday morning where I’ll look to either flip or cut.

Thanks for reading

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