📁 Jukan Niche Supply-Chain

Owner: il********z · Public · Updated 2026-09-26 23:31 TRT

Mirrors: fxcryptobots Research â€” supply-chain narratives by @jukan05 (consolidated 2026-05-23) ↗ — credit to the original author; this is paper-traded, not financial advice.

Consolidated supply-chain narratives from @jukan05 — niche industrial and specialty-chem names with secular pricing power.

PnL view: Realistic (RTH Open) As Recorded Non-RTH Prices

Non-RTH Prices reprices any trade placed outside regular trading hours (pre-market, after-hours, weekends, holidays) to the 04:00 ET open of the relevant premarket session. RTH (09:30–16:00 ET) trades are unchanged. Use this only if your real broker supports extended-hours orders — most retail accounts do not, and even those that do face thin liquidity and wider spreads than the premarket print suggests. Read full methodology →

Total Value Non-RTH Prices

$9,889.79

$-110.21 · -1.10%

Cash

$200.00

Available to invest

Positions

$9,882.11

11 open · marked to live Yahoo

Total Profit Non-RTH Prices

$-110.21

Realized + unrealized

Total % Gain

-1.10%

Since $10,000 start

Total Commission

$9.80

0.10% per trade

Trades

Starting $10,000

Portfolio vs Benchmarks Non-RTH Prices

Cumulative % gain since 2026-05-25. All lines start at 0% — higher is better. Portfolio line reflects the Non-RTH Prices view; benchmarks are mode-independent.

Open Positions Non-RTH Prices

Avg Cost, Cost Basis and per-position P/L reflect the Non-RTH Prices view. Last Price and Current Value are live Yahoo marks (mode-independent).

Ticker	Shares	Avg Cost	Last Price	Cost Basis	Current Value	P/L	P/L %
AMAT	1.849315	$437.37	$485.00	$808.84	$896.92	$88.08	+10.89%
AMD	1.068426	$475.90	$630.63	$508.46	$673.78	$165.32	+32.51%
CEG	2.378005	$296.76	$263.27	$705.69	$626.06	$-79.63	-11.28%
COHR	2.645867	$385.90	$295.83	$1,021.04	$782.73	$-238.31	-23.34%
CRWV	2.841028	$107.00	$87.59	$303.99	$248.85	$-55.14	-18.14%
DELL	2.707409	$305.50	$562.89	$827.11	$1,523.97	$696.86	+84.25%
INTC	14.171396	$121.66	$123.00	$1,724.09	$1,743.08	$18.99	+1.10%
LRCX	3.271655	$308.04	$315.21	$1,007.80	$1,031.26	$23.46	+2.33%
QCOM	5.872523	$241.00	$201.97	$1,415.28	$1,186.07	$-229.20	-16.20%
TTMI	6.312131	$198.61	$129.17	$1,253.63	$815.34	$-438.30	-34.96%
VST	2.557113	$159.00	$138.46	$406.58	$354.06	$-52.52	-12.92%

Trade History Non-RTH Prices

Non-RTH trades are repriced to the Non-RTH Prices reference (04:00 ET premarket open). Price / Gross / Commission / Net columns reflect the reprice. RTH trades are unchanged.

Date (UTC)	ID	Type	Ticker	Session	Shares	Price	Non-RTH Δ	Gross	Commission	Net
2026-05-23 12:05	T0011	BUY	CRWV	CLOSED	2.841028	$107.00	$-4.29	$304.29	$0.30	$303.99
2026-05-23 12:04	T0010	BUY	VST	CLOSED	2.557113	$159.00	$-6.98	$406.99	$0.41	$406.58
2026-05-23 12:03	T0009	BUY	AMD	CLOSED	1.068426	$475.90	$-8.96	$508.97	$0.51	$508.46
2026-05-23 12:02	T0008	BUY	CEG	CLOSED	2.378005	$296.76	$-6.39	$706.40	$0.71	$705.69
2026-05-23 12:00	T0007	BUY	AMAT	CLOSED	1.849315	$437.37	$-9.64	$809.65	$0.81	$808.84
2026-05-23 11:59	T0006	BUY	DELL	CLOSED	2.707409	$305.50	$-27.91	$827.94	$0.83	$827.11
2026-05-23 11:58	T0005	BUY	LRCX	CLOSED	3.271655	$308.04	$-8.80	$1,008.81	$1.01	$1,007.80
2026-05-23 11:57	T0004	BUY	COHR	CLOSED	2.645867	$385.90	$-22.04	$1,022.06	$1.02	$1,021.04
2026-05-23 11:56	T0003	BUY	TTMI	CLOSED	6.312131	$198.61	$-54.83	$1,254.89	$1.25	$1,253.63
2026-05-23 11:55	T0002	BUY	QCOM	CLOSED	5.872523	$241.00	$-16.68	$1,416.69	$1.42	$1,415.28
2026-05-23 11:54	T0001	BUY	INTC	CLOSED	14.171396	$121.66	$-25.79	$1,725.82	$1.73	$1,724.09