Yeah, both NVDA and AMD are on my watch list and up 30%+ from 50 day MA. Unfortunately, I sort of crawled back into the market a bit too slow and missed those moves.
SWKS may be my place to buy back in. I sold if off when I got out pre-election and it is only up ~2.5% from the 50 day MA, so it may have some space to move. Unfortunately, it also relies somewhat heavily on AAPL and I've seen some negative press on that lately. So, I'm waiting since they will likely put price pressure on their supply chain.
My current holdings look like this:
(CRSPR gene editing plays)
(3d printing play. I jumped back on this one just before earnings and that turned out to be a mistake. Took a hit, but I'm still confident in the technology. In fact, I used my 3d printer to make animatronic eyeballs for a 20 foot tall marionette for the city's Thanksgiving Day parade.)
(Insurance play - sort of. They offer unique insurance options and I think they will do well regardless of how Obamacare turns out. In fact, they are 74.4% above their 50 day MA and I'm still holding on for more. Muwhahaha.)
(Financial play from earlier this year that I am back in. It dropped recently nearly 20%, although it has recovered a bit. It's 4.15% off the 50 day MA, but 13.34% up from the 200 day MA, so the long term trend is up. I expect this to go back over $5/share.)
(I bought this damn thing again. This stock makes no sense to me. Something HAS to happen with it at some point. Frankly, I'm half-expecting it to be bought now, but it's balance sheet is too strong for an easy acquisition. Still, it's not making money like it should, so maybe it can piggyback on some VR stuff to finally get a breakout hit.)
(Uranium mining. Reactors in Japan will be coming back online soon, or already have. Additionally, if we get a real space push, reactor based energy will be a key component. I'm hold this one for a while.)
(Never sold this one. It's doing diddly-squat, but everyone knows the story here. I'm actually down 5% on my initial investment. Still, it's cheap, it's margins are strong, and you know that - in a Trump world - any M&A will flow through on greased wheels. I hope.)
(Never sold, still holding. This has proven a good buy thus far at +7.4% from my buy point. More to come as the auto sector reinvigorates.)
(Never sold, still holding. This was a good defense pick and still sound. +17% from my buy point. Looking for more. Hoping to see some faster, smarter modernization in the new Trump armed forces. We'll see.)
(Will probably never release this position unless there is a sudden spike over $100, heh. It's just a hedge against certain conditions.)