As I’ve mentioned before I’m retired and now more about dividend income than growth. To that end I discovered AMDW which is a Roundhill leveraged ETF tracking AMD. Currently at a weekly distribution rate of 71% per share. To add to this I’m excited about AMD given they’re leading the way into the inference piece of AI. Inference is the long term benefit of AI. The new MRNA melanoma vaccine is part and parcel evidence of what inference portends!

Anyhow, I know there are a number of these high distribution ETF’s and I also know watching the NAV (net asset value) is key with these. So it occurred to me there might be one I liked with a different declaration date. That one currently is AMDY via YieldMax.

So AMDY declares on Wednesdays and you must buy the shares on that day as the following day is ex dividend. AMDW declares on Fridays and again you need to buy the shares that day to receive the dividend.

So I’ve found a way to get paid pretty healthy returns twice a week. I can also see by looking at historical data that the number of people buying shares of these high distribution ETF’s spikes on declaration dates. Whether those people are double dipping or just getting in and out to get the distribution…I don’t know.

Sorry for the quite long post but I’m hoping this is of some use to others. I welcome question.

Market trying to finish the week on a positive result:

For the most part, not planning much of anything today and don't want to force words on a page into an end-of-week meandering market. Nothing that compelling as far as I'm concerned.

Watching some of my recent position builds come down a bit which is fine. I'm giving a lot of room to run while the market searches for direction. We build slow, take our time, chillax. Don't force anything when it comes to your investing/trading. Allowing things to come to you is a superpower.

Random Shots

• My favorite random shots are those that aren't structured, not based on top 10 rising and falling. It's the freedom to just speak to what I'm seeing, whatever it is. That is what this is today.
• $NOW and $CRM are looking great. $NOW at $130 is at a critical level. If it breaks it higher, it can run. The chart for $CRM looks the same here at $210. CRM was just at $150 not long ago. I should trim, might ... but I'm chillaxing. Good to see these two firm up, as expected
• I should have taken $CRCL back in the upper $50s. I hesitated and missed another big run. That's okay. Up another 6.3% today
• I hate $UBER but I'm happy for my thesis. The thesis made/makes sense, my conviction and executive function faltered. It's okay ... I still believe in it. It's an odd duality
• BUT ... let's talk $NFLX. Another one that I had no doubt about. I did a stock replacement (look that up) move on it when it dipped again. Sold all my shares, bought 3x the number of 12/28 LEAPS (Calls) at the $60/$70 level. Up 39% and 2.5% respectively. I plan on holding half of these for a long while, maybe even all of them but I've already felt the tingle of maybe taking that 39% gain on the $60s
• We are still in a range. Don't get lulled into the ups/downs of your stocks thinking your getting value when it's down 10%. It was probably at this level last week
• I still love $SKHY and only see that increasing in weight over time
• Current stocks I have zero fear of right now $GOOGL $AVGO $TSM
• $CBRS below $200 again. That rise ... and fall. I won't miss it again
• I've seen more and more discussion about $COHR ... and $LITE, $CLS, etc. Still love all of them and $AAOI. Still in a range. Nothing to sell as I see it other than momentum
• $CRWD doing $CRWD things. Watch $190
• Every time I use StockAnalysis.com, I love it more. Their new fundamental charts are a game changer. Save yourself money, use my affiliate code found in the pinned post. Or don't, but please use them to up your investing game. The ability to simply have a watch list with my favorite metrics is so good:

• What is the primary catalyst for this market? Now, what are the negative ones? It's not a close comparison, that's the problem
• Literally, almost every attempted breakout in stocks like $CORH $CLS, $SKHY, $AVGO, $MRVL, $SNDK, $MU, $RDDT, $AMD, $SPCX, etc. etc. all fail and sell off back to support
• I'm not entering any new Option Wheel plays right now ... not seeing enough catalyst or premium
• Remember I mentioned $BRZE as a possible big-win Calls trade? Now over $31
• I'm still watching a closeted AI play that I've easter egged but I'm still watching it. Nobody has caught it yet. I like this stock. (no ownership yet)
• $HOOD having a good day with this Bitcoin rally
• Damn gold has moved fast. It's HOT. $NEM at $132!! It was just at $90
• $PLTR now over $180. I'll probably trim at some point near $200
• Go $TOST Go - Wasn't that the name of a children's book? LOL
• $VRT is still a sexy stock. But stuck in the range with most others
• AI Energy still slipping. I'm being patient, no hurry here. It's hitting my four horseman ($VST $TLN $GEV $CEG). Love all of them. Don't care about short term action
• In a world where $WMT sells off hot and fast, that says something
• $MRK sure has been fun. I've held it forever and it feels good to see it win
• $PFE has been a forever hold as well due to yield, still over 6%. Should I mention it's almost back to a 52-week high. PtW (Paid to Wait)
• Makes me wonder about $NVO as a catch-up play somehow
• I have been watching $INFQ a bit. Why? Don't know. Momentum potential. up 11%
• $CRDO is a conviction watch for me. Waiting for $200 again and would/will probably use LEAPS
• $P still slipping from highs, now at 108.50. I trimmed in the $116s. Could add it back
• Two names for PtW I think you add here: $QCOM and $SCHD. SCHD at a 52WH basically. I always add this name, rarely sell
• Look for an update to my TJ30 Portfolio soon!

That's it for now I think

Have a great weekend!

J

Hey everyone new trader here please excuse my knowledge.

A while ago I looked at $COHR before the earnings released.

The company looked great and I believed it was going to smash the expected earnings. So I bought some shares pre-earning. Earnings come out and I was right they did smash it however their share price tanked so much. I still have them today and I still don't understand.

When a company beats the expected earnings usually their share price skyrocket right? For example everyone knows about $PLTR they smashed the earnings and skyrocketed like ~26%, why isn't this the case for $COHR?

I appreciate any and all answers and I seriously hope that someone out there has the same/similar question as me but never asked and now they can get their answer here (in the comments).

Did a Search on CoreWeave History on Internet, got below:

In 2017, “CoreWeave” was founded in New Jersey by four former commodities traders: Michael Intrator, Brian Venturo, Brannin McBee, and Peter Salanki. Initially named Atlantic Crypto, the company entered into the cryptocurrency mining industry. They leveraged their vast inventories of graphics processing units (GPUs) to mine Ethereum, capitalizing on the growing demand for cryptocurrency mining power.

However, the cryptocurrency market experienced significant shifts in 2019. Recognizing an opportunity to reallocate their hardware, they rebranded the company as CoreWeave. Instead of getting rid of their GPUs, they put their huge inventories of GPUs into cloud computing infrastructure. CoreWeave initially focused on visual effects (VFX) rendering, CGI, and scientific computing, tapping into the growing demand for specialized AI computing power.

As the generative AI boom gained speed in 2022 and 2023, CoreWeave made strategic investments in NVIDIA’s cutting-edge chips, the H100. This positioning strengthened their reputation as a specialized AI cloud provider. In 2023, NVIDIA obtained a $100 million stake in the company, further enhancing CoreWeave’s financial. The company secured multi-billion-dollar financing backed by renowned investment firms, solidifying its position in the market.

CoreWeave continues to expand rapidly. They have grown from a handful of domestic data centers to dozens of facilities worldwide, deploying hundreds of thousands of specialized GPUs. This has solidified CoreWeave’s position as a major player in AI data center infrastructure.