1/24/25 - $agys - A bit extreme at low 90s... buy

1/24/25 :: VROCKSTAR :: AGYS
A bit extreme at low 90s... buy

- another one of those 6/10 ideas like NVO in the low 80s (that worked out btw, closed this PM) as well as PEP in the low 140s (also closed).

- these extremes on days were mkt is selling off are the places you can find better risk than reward playing reversion.

- #s weren't great, stock not "cheap" in traditional sense. but great chart, good execution, no idea on mgmt (if i was going to actually own more than 1% trading position i'd care)... but chart would indicate they're doing something right... you buy.

- so this is a place where i think i can outearn the crappy 4+% annualized yield in a MM account over the weekend. looking to exit early next week for a gain or a loss, not a LT spot.

- anyone have a more nuanced view? for me this is more of a trading call than a bottom-fishing expedition. not looking to FAFO. many other interesting names i'm buying today in size e.g. NVDA where i've loaded TF up.

V