I'm going to start off with one that I want to re-enter, SMH. Popped today, but I see about 10 percent downside to the gap. I would not short this one now if I didn't expect a resumption of selling soon.
Here are three long positions (calls). A new low on GDX will get it kicked out. ditto for AEM if it loses support. My largest position thanks to today's return. XLY is my largest notional position. A modest drop will make it the largest again. The rest.
The Fall of Fiserv
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FEEDNot long ago, one of the most persistently solid bullish stocks on the
planet was Fiserv (FISV) which, from 1990 to 2025, went up over 400-fold.
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