MookTrader (@MookTrader) header
MookTrader (@MookTrader) profile picture

Ex-Wall St Contrarian Prop Trader. Founder of MookTrader - chatroom for professional & institutional traders. Tweets are not recs., see site Disclaimer.

CA / NY
Joined September 2012
Photo by MookTrader (@MookTrader)Photo by MookTrader (@MookTrader)Photo by MookTrader (@MookTrader)Photo by MookTrader (@MookTrader)Photo by MookTrader (@MookTrader)Photo by MookTrader (@MookTrader)Photo by MookTrader (@MookTrader)Photo by MookTrader (@MookTrader)Photo by MookTrader (@MookTrader)Photo by MookTrader (@MookTrader)
Jane Street filed ah today a 12.9% stake in $AXTI of 8.493M shares for 11/3/2026. Last Friday, they filed they owned 8.4% or 5.521M shares as of 9/30/2026. Wonder what they did last thurs till now with the shares
333
$OMH $86 --- SHORT ALL YOU CAN on this worthless turd
1
2
762
Buy $ARWR today on $IONS weakness related news. IONS #Tryngolza sales f-up is an IONS specific sales team screwup and not a TAM issue. The sHTG patients are there, its just taking more time to tap/educate them. Let IONS waste more money to market the drug before ARWR can clean house later.
1
11
808
Who here thinks the AI carnage last week was just a speed bump as Democrat rhetoric about ai data centers was overly bearish and exaggerated compared to what will actually play out in real life? $SNDK $MRVL $LITE $AMD $NVDA $AXTI $MXL $CRDO $CLS $AAOI $NBIS $CRWV
67%Speed Bump. Buy the dip
33%PotHole. AI is dead
12 votes • 3 hours
1
350
Is the media portraying Democrats as more restrictive on AI data centers than they actually are? GPT pulled the AI stances of all 259 sitting democrats: 22 (8.5%) positive, 166 (64%) neutral, 29 (11.2%) negative/restrictive and 42 (16.2%) none publicly founded. $NVDA $AMD $LITE $MRVL $META $GOOG $AMZN $QQQ $CRDO $CLS $ALAB $NBIS $VRT $AXTI
1
1
1
376
Nothing can stop the buildout of AI data centers. It is needed to benefit everyone and it is also for national security. If U.S. companies cant build them in Texas or a Democratic state, there are plenty of Republican states that will. And if they cant be built in the USA, they will go out of the country to build them. Nothing can stop the AI revolution. Chips and Photonics momentum will continue. Buy on this week's weakness in $MU $SNDK $CRDO $CLS $LITE $MRVL $AXTI $MXL $COHR
2
381
For all who voted for Democrats this week, look at your 401k and stock portfolios. That is on you. #smoked #lossEverything #stockmarketcrash $SPY $NVDA $META $FB $AMZN $TSLA $SPCX
1
579
Time to back up the truck in anything AI that is smoked. Load up. $SNDK $LITE $AXTI $MXL $AMD $MU
3
498
$AXTI only did 0.5% of their revenue from USA customers. So why would the democrats wanting to curb AI data center buildouts affect AXTI? Really it should not as AXTI sells their stuff to Asia and Europe. Screaming buy op imo.
2
533
$OMH is the face ripper today. Havent had one for a few weeks. Short all u can here at $18
2
7
1,266
$NRIX nice and oversold today. Provided great buying op below $15. Banked. Probably slow deaths back up a few bucks over next few days
2
393
There is no reason to own $MRVL stock right now. Why not just sell MRVL and buy $LITE instead which is equivalent to buying MRVL at a 10% discount?
1
2
497
Which AI funds blew up today? $MRVL $LITE $SNDK $MU $AMD $AMZN
1
462
$LITE shareholders should vote against this $MRVL merger. The best stock in AI is now being dragged down
360
$ALNY holders may want to consider swapping into $ARWR --> the future and new leader of siRNA
1
1
9
1,409
The 2 best AI stocks to own fundamentally imo are $LITE and $AXTI. Picked up some today on todays carnage
1
485
Leopold Aschenbrenner's fund going to get liquidated again? $BE $CRWV $SNDK $SKHY $AMD
1
520
$CRMD -25% smoked today because of comments made on the $DVA conference call regarding Medicare reimbursement adjustments for #DefenCath. Expects lower adjustments to drop signficantly from Q1 2027 to Q2 2027
1
2
1,185
$FTNT and $FFIV getting whacked on slowing growth and multi decompression. Wait till $CRWD reports earnings Dec 1st. If that doesnt beat, should get whacked -40%+. CRWD forward pe 212 and earnings only growing +30% yoy.
2
602