Weeks / W18 · closes 2026-05-01
Apr 27 - May 3, 2026
What was thought, what was decided, what printed against it, and what was published — for this week only.
Thinking
0No journal entries this week.
Decisions
4| Day | Move | What | Ticker |
|---|---|---|---|
| 29 Apr | Conviction | Lumentum: The Optics Play That Bridges Power and MemoryConviction MEDIUM → HIGH | LITE |
| 29 Apr | Conviction | Energy Ownership Is the New AI MoatConviction MEDIUM → HIGH | — |
| 29 Apr | Conviction | BTC Miners Pivoting to AI Infrastructure: The Power ArbitrageConviction LOW → MEDIUM | — |
| 29 Apr | Conviction | Parameter Scaling Is Dead. Multi-Dimensional Scaling Is the New Paradigm.Conviction MEDIUM → HIGH | — |
What printed
18| Period | Company | Form | Filed |
|---|---|---|---|
| 3 May | PhotronicsPLAB | 10-Q | 11 Jun |
| 3 May | BroadcomAVGO | 10-Q | 9 Jun |
| 3 May | DeereDE | 10-Q | 28 May |
| 2 May | Credo TechnologyCRDO | 10-K | 15 Jun |
| 2 May | CienaCIEN | 10-Q | 4 Jun |
| 2 May | Marvell TechnologyMRVL | 10-Q | 28 May |
| 2 May | Analog DevicesADI | 10-Q | 20 May |
| 1 May | Dell TechnologiesDELL | 10-Q | 9 Jun |
| 30 Apr | Uranium EnergyUEC | 10-Q | 9 Jun |
| 30 Apr | FuelCell EnergyFCEL | 10-Q | 8 Jun |
| 30 Apr | Planet LabsPL | 10-Q | 5 Jun |
| 30 Apr | Veeva SystemsVEEV | 10-Q | 5 Jun |
| 30 Apr | Keysight TechnologiesKEYS | 10-Q | 4 Jun |
| 30 Apr | AmbarellaAMBA | 10-Q | 2 Jun |
| 30 Apr | Hewlett Packard EnterpriseHPE | 10-Q | 2 Jun |
| 30 Apr | Agilent TechnologiesA | 10-Q | 1 Jun |
| 30 Apr | HEICOHEI | 10-Q | 29 May |
| 30 Apr | SynopsysSNPS | 10-Q | 27 May |
Closes
1| Ticker | Close | Currency | On the week |
|---|---|---|---|
| LITE | 949.93 | USD | +7.7% |
Open the Open Book from this week to replay every call from this Friday forward.
Output
0Nothing published this week.