Subramanyan
Subramanyan
Cautious optimism and a balanced head, never disappointed anyone.
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In the face of the Iran crisis, did your portfolio have enough Gold or Oil as a "parachute"?: unfortunately no. And that is sad indeed as I was planning to enter but waiting for a decent correction first. 2. Did you protect your profits in February? Will gold break $5,500 in March? Will crash history repeat itself in March: did book and protect some profit in Feb but not all of it. And gold could perhaps well touch $5500 provided the present situation lasts longer & doesn't end in a few weeks. 
avatarSubramanyan
2024-07-05
$Tesla Motors(TSLA)$  Obviously I'd be delighted to see Tesla race on to $300 soonest. I was expecting it to touch 250 by mud July but lo, already the current market price is $246.39. With its 200-day moving average at $206, it is suggesting a long-term bullish momentum. I think the price is not at the support price zone, suggesting cautiousness around buying timing.  As an analyst recently wrote,  current price zone accounts for about 21% of trading activity (volume) over the last year, suggesting possibility of increased trading activity in this zone going ahead.  Therefore I'd be treading cautiously in this counter. Stay invested and look at further investment strictly based on research. 
avatarSubramanyan
2025-07-14
$Micron Technology(MU)$ Repurchase in small tranches at dip as I see greater potential in this counter.
I think storage pricing momentum is expected to carry the stock through the first half of 2026, but significant concerns regarding demand destruction may emerged for the latter half of the year.  Further the present surge is driven by a "strategic reallocation" of manufacturing capacity toward high-margin AI components like High Bandwidth Memory (HBM), which is starving the supply of conventional DRAM and NAND for PCs and smartphones. This could boomerang too. But general consensus is that $Micron Technology(MU)$  could touch $500 in 2026.  So, keeping fingers crossed & a prayer on the lips.
avatarSubramanyan
2025-09-13
I personally feel the next Nvidia like stock is unlikely to be from the IT sector. It is likely to be from a totally new field. My personal favourite is a company like$Joby Aviation, Inc.(JOBY)$  . It is more of a conviction pick.
avatarSubramanyan
2025-08-06
$Advanced Micro Devices(AMD)$ Buying into the recent correction. Yes, the results aren't great but hoping for a recovery soon.
avatarSubramanyan
2024-12-30
$MicroStrategy(MSTR)$ Take a look at the latest order I posted!
avatarSubramanyan
2025-11-15
Let us see Nvidia for example. Looking at the Bollinger bands,  I am guessing if it breaks 178 then it can test the 140 range. So, I do plan to play safe - nibble from the corners with starters but wait patiently for the main course & desserts 🍨.

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