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How I Scan For Stocks

Conviction comes from time in the trenches

Happy Memorial Day!

The market of stocks has been a spectacle to watch. 

We’re not even 6 months in and already seeing several names post triple digit returns year-to-date. 

Hats off to those who caught these massive moves — 

  • SanDisk +522% YTD

  • Intel +224% YTD

  • SeaGate +195% YTD

  • Western Digital +181% YTD

  • Micron +163% YTD

  • Lumentum +156% YTD

I ran through a thousand-plus charts this morning, and still see a plethora of asymmetrical risk:reward opportunities. 

It’s wise not to get lost in the noise - media - newsletters - whatever content you consume. 

I’ll save you the stress.

Nobody knows nothing.

And it’s imperative you create your own process. 

Conviction comes from time in the trenches.

Here’s what I prefer.

I start with Finviz

It’s a treasure trove of financial data. 

I scan within my Godspeed Universe, filter for recent earnings dates, and sort by proximity to 52W highs. 

From here I absorb the charts, one by one. 

I create a watchlist, then pare this down for actionable names which garner my focus. 

Here’s what I’m watching this week — 

I do want to share some thoughts on Ondas. I’ve beat this name to a pulp since Q4 2025. 

And the thesis is still intact, if not stronger than it was months back. 

The price action has surprised me. I would’ve thought a stock with 1,000% + revenue growth would receive aggressive buyers propelling the stock higher. 

Maybe we’re too early - maybe I missed something. 

But if we close below 8.50, it’s important we respect the change in price behavior. 

Now - if the stock holds this 8.50 level and quietly trades sideways, let’s be on alert for a fast move - an intense acceleration - in either direction. 

My gut says we break higher. But only price pays. 

Godspeed.