$DUOL still stuck in the mud for now

Earnings are out... $ASML opened up +3% in europesn markets.

Strong open and weak close is exactly NOT what you want to see in the market.

$PATH JUL 25 earnings and follow-on reaction at a glance. It's important to put things into perspective. It's not everything always just bullish (or bearish).

$MELI stage 4 decline now confirmed. I got out when we crossed below the 50-day moving average on big volume. Right at time when the negative macro news from Argentina started.

$APP continues to be under fire by short sellers...

Let's see if $APP can close in the upper half of the range on this recycled short-seller news.

$RBRK nothing good ever happens below the 200d MA...

Rubrik: Despite my earlier strong conviction in this company, I am glad I exited this one. Long-term this might be a fine inbestment but in the short term this is a no-go. $RBRK

I have derisked my $TMDX position by 50%. Remaining long with the other half. Earnings report was good but not stellar.

$TMDX Who is in control today, bulls or bears? Waiting flr the close.

Today I got hit by a black swan over night with one of my positions, $CLPT. I sold $CLPT right into the open with a market order. I also sold the remaining half of $TMDX after mixed earnings results. I added to my position in $PATH and initiated a new position in $ROKU.

I feel the market is narrowing and sending me signs to play smaller. Breakouts don't work or reverse quickly and pullbacks in leading come more suddenly and deeper than they are supposed to be. Leadership is very narrowly concentrated on a few mega caps and AI-themed stocks. $SPY

Buybacks are not being carried out "manually" nor without rules. Usually a third-party executes the buybacks over weeks or months, applying safe harbour rules. $APP

It is unlikely that the market has established a low or carved out an effective bottom. We are not out of the woods. I have not covered my $SPY short.

$CRDO is dangerously close to the Large Livermore Number of $200 in AH trading, following an exceptional double-beat and massive guidance raise. Unfortunately, i sold Credo before earnings and upped my stake in $ALAB. No reason not to buy back tomorrow though.

$RDDT (long again) is also back above the 50-day again and might be headed for the $300 psychological target (LLN).

Next to $ALAB and $RDDT my portfolio consists of $APP (biggest position, got the perfect earnings trifecta), $TMDX (breaking out of solid base), $TTWO (got the potentially most successful game EVER in pipeline), $ASML (chip monopoly breaking out of huge base), $NU (swing trade)

After going through $CRDO's blowout earnings again last night, I decided to buy back in right at the open. Also added to $RDDT which is showing positive business momentum aswell.

$RBRK was in a downward trend for the passt 12 weeks and I stayed on the sideline. That changed today, after Rubriks stellar earnings report, signaling sequential bottom and top-line acceleration and overall strong business momentum. Only are of concern is SBC.