I make maybe 1 market movement per quarter (divest/invest). Most my trading is re-enforcing the positions I already have monthly (to avoid per trade costs).
Most my investments boil down to
1. Mid-quarter purchasing if a silicon good ran into shortage issues (not triggered by supply chain but demand). Not dased on official outlets but on local stores/discussion boards.
2. Post announcement hype deflation bidding on products I feel will succeed, or will succeed for technical reasons.
3. Very high risk long duration options on things I dislike or companies losing a sense of direction/product.
4. Connecting the dots on inter-coprate deals. X company buys fab plant from Y company.. 2 years later X company announces data center with Z feature.. 1 year later Y company announces Z feature, no other company does.
5. Watch OSS commits, know the products/markets/technical details to the degree of people working on the products.
6. If its in a magazine/blog you already missed the market.
7. The only internet companies worth investing in are monopolies.
