RyshabTalks

RyshabTalks@RyshabTalks

Added to my Kraken $KRKNF position today Kraken came to my add level two band today. So I added some more. Still a Tier 3 and about 5% holding in my portfolio. But I think this has asymmetric upside if they can execute in the next couple of quarters. Growth is about to explode

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

RyshabTalks@RyshabTalks

Is Credo $CRDO overdone after this 20% drop? Yes Does anyone know if it will bounce right back or create a base for a quarter? No Is there 50 to 100% upside in the next 12 months? Yes Here's what I think is happening: 1. The YoY comps are very hard to match as Credo was

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

RyshabTalks@RyshabTalks

Credo $CRDO reported after market close today and the numbers are ok. It did what it had to do but nothing exceptional. Markets did not like the guide raise and is dumping 10% after hours. Here's what I think? Is it the quality of Astera Labs $ALAB? NO But analyst

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

RyshabTalks@RyshabTalks

My Top Opportunity Scores - as of Aug 30, 2026 My Opportunity Score has gone through some modification. I have now removed IV from the equation. It was a summer fling with IV but I realized it's adding more noise than signal. So Opportunity Score is now a blend of two-thirds

tweeted Sun, Aug 30 · counted from Mon, Aug 31 close

RyshabTalks@RyshabTalks

Buy Memory. Don't make it complicated. Sandisk $SNDK trailing P/S is 11.5 Analyst NTM Sales expectation: 49 B Since Sandisk has beaten the analyst expectations by I KID YOU NOT 497%, I think it's safe to say they do 60B And trust me, I am being conservative. $SNDK is down

tweeted Sun, Aug 30 · counted from Mon, Aug 31 close

RyshabTalks@RyshabTalks

Portfolio Update - as of Aug 28, 2026 🟢 My Portfolio +26% 📷 S&P 500 +13% Current Holdings: ========================== $CRDO 14% $ALAB 13% $SNDK 13% $NBIS 12% $MU 10% $SITM 9% $AXTI 7% $LITE 6% $WDC 5% $SKHY 5% $KRKNF 4% Cash 2% Portfolio is a combination of h

tweeted Fri, Aug 28 · counted from Mon, Aug 31 close

RyshabTalks@RyshabTalks

Starting my DITM journey today. Wish me luck! Reduced margin from 9% to 1% and introduced 12% leverage by using DITM calls. First batch is $ALAB $CRDO $SITM and $LITE Let's see how this goes. Absolute beginner but have read up a lot. Now time to see how on the pitch things

tweeted Mon, Aug 24 · counted from Tue, Aug 25 close

RyshabTalks@RyshabTalks

Portfolio Update - as of Aug 21, 2026 🟢 My Portfolio +32% 🟢 S&P 500 +12% Current Holdings: ========================== $CRDO 14% $SNDK 13% $ALAB 13% $LITE 13% $NBIS 13% $MU 11% $SITM 10% $AXTI 6% $SKHY 5% $WDC 5% $KRKNF 4% Portfolio is 107% with 11 positions h

tweeted Fri, Aug 21 · counted from Mon, Aug 24 close