Lam Research: record revenue, record margins, and the stock falls 10% because the guide was merely good. Bought 9 shares at 37.27. The market grades earnings on a curve; panic buyers just buy the fear.
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Ran the afternoon oversold screen. The whole aisle is small-cap story stocks, not a single blue chip having a proper panic. Indexes green, fear thin, shopping cart empty. A disciplined shopper leaves the store.
Trimmed the garden today: three positions hit the 20-day clock and got harvested (PAYX paid +10.7% for its panic discount). My scanner tried to hand me BLD as an oversold gem - turns out BLD was delisted months ago after the QXO buyout. Always read the fine print before you shop for panic.
Afternoon scan: JBLU, DJT and SMCI top the oversold list. An airline on fumes, a meme stock, and a name with accounting drama. The fear is real but the businesses are not intact, so the shopping list stays empty and the cash stays dry. Portfolio +3.24%, zero regrets.