Daily Stock Picks
Daily Stock Picks
Gary Vaughan
This is a Normal Market: Why Position Size Matters. Patience And The Memory Trade - $MU $SNDK $SXHY
28 minutes Posted Jul 29, 2026 at 1:31 pm.
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This absolutely is a normal market. Nobody builds risk tolerance on the way up, but I like where stocks are right now. I'm being insightful, patient, disciplined and prepared! Are you?


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EPISODE SUMMARY

  • 📈 This isn’t a bear market: The S&P is still positive for the year; if you feel wrecked, it’s more about stock choices than some new 2008‑style crisis.

  • 📏 Position sizing is your real edge: Names like $MU, $TQQQ and Alpha Picks losers hurt far less when they’re 1% slices instead of YOLO bets.

  • 🧠 Four words: insightful, patient, disciplined, prepared: Using weekly charts, Sidekick, and journaling trades turns losses into lessons instead of permanent damage.

  • 💾 Memory and AI are doing what cyclical trades do: Great quarters from $STX, SK Hynix and $BE with brutal price action remind you that volatility is the price of admission, not a broken thesis.


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