On Monday I sold my Cameco $CCO (-0,78 %) position at a profit and then, somewhat late, went short on Palantir $PLTR (+2,76 %) went short. At the same time, I bought into SUSS MicroTec $SMHN (-1,05 %) a clear no-brainer for me. The company is technologically well positioned, but completely undervalued by the market. I expect significantly higher prices here in the coming weeks.
Today I closed my short on Palantir and instead bought Cameco $CCO (-0,78 %) and Rheinmetall $RHM (-2,29 %) bought more. Both remain core stocks for me in the current environment.
I am not a classic buy-and-hold investor, but actively trade according to trends and momentum. My focus is currently clearly on the nuclear, AI & robotics and defense sectors, all areas with long-term tailwinds.
Palantir $PLTR (+2,76 %) should still have some room to fall in the short term (possible setback towards €132), but remains a long-term winner in the AI ecosystem for me.
Postscript:
When actively trading, whether swing or day trading, it is crucial to set a clear maximum. Greed and fear have no place here.
My own experience: I shorted Thyssenkrupp 3 weeks ago, was right and unfortunately got out too late. Instead of 140% profit, I ended up with only 13%. Timing and discipline beat emotion every time.
What was your experience this week and in the past few weeks?
