Reviewing Recent Picks: Lessons from SpaceX, Meta, Micron, Bloom, and Credo (NDX) | Seeking Alpha

This idea was discussed in more depth with members of my private investing community, The Active Investors Forum. Learn More "

I thought it would be good investment "hygiene" to assess my recent allocations and judge them as evenhandedly as possible.

There are only so many names one can fit in a subject line and

David H. Lerner is an analyst with a decade of experience utilizing his professional background in software consulting and technology to identify market trends and provide long and short trade ideas. David employs a combination of technical analysis and market psychology to capitalize on narratives for outsized returns. He also utilizes "Cash Management Discipline," a simple trading style to hedge against the volatility of today's market climate.He leads the investing group Active Investors Forum where he uncovers actionable trading and investing ideas nearly every day. Other features include: long and short swing trade alerts, daily macro analysis, weekly articles, and chat for community interaction and questions. Learn More.

Analyst's Disclosure: I/we have a beneficial long position in the shares of MU either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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