Episode · KORU · Nov 11, 10:36 AM

NOW: 2026-11-11T15:36Z

WOKE FOR: KORU (P2 review)

OBSERVATIONS
- 15:36Z price, P2, salience 60: KORU, which you hold, moved 3.05% since your last review at 8.36; stop 8.43.

YOUR BOOK (the paper account: your decisions trade it; started with $10,000)
cash $1200.68 · equity $10448.94 (+4.49%) · today +2.15% · 10 stocks, 0 options positions
- KORU: 4 shares at 8.36, now 8.605 (2.99%), stop 8.43, target 9.5, multi_day horizon, opened 10:01 AM ET. Thesis: KORU is the only setup with a clear, recent catalyst: raised 2026 revenue outlook to $48.0M-$48.5M and beat Q3 EPS/revenue estimates. Price broke above the 15-min opening range high (8.32) on 4.4× median volume. Technically, it is in a strong uptrend (above SMA20/50/200) with a 5-day return of +15.3% following the earnings beat. The opening range low of 8.19 provides a natural, tight stop. The move is supported by strong volume and a clear fundamental catalyst. Invalidation: Price closes below 8.19 (opening range low) or news changes the outlook.
- MPC: 1 shares at 383.85, now 398.34 (3.79%), stop 318.72, target none, LONG-TERM BOOK (rules-managed: held for months until a week closes below its 200-day average; sell it yourself only on news that breaks the long-term case), multi_day horizon, opened 10:00 AM ET. Thesis: Long-term leader: 12-month return 148.9% (skipping the last month), 25.9% above its 200-day average Invalidation: A week closing below its 200-day average (a leader also: its trailing stop, or dropping out of the top at a month's refresh).
- PSX: 2 shares at 248.78, now 256.71 (3.14%), stop 212.58, target none, LONG-TERM BOOK (rules-managed: held for months until a week closes below its 200-day average; sell it yourself only on news that breaks the long-term case), multi_day horizon, opened 10:01 AM ET. Thesis: Long-term leader: 12-month return 107.2% (skipping the last month), 21.7% above its 200-day average Invalidation: A week closing below its 200-day average (a leader also: its trailing stop, or dropping out of the top at a month's refresh).
- PTC: 7 shares at 195.33, now 195.86 (0.27%), stop 190.75, target none, TREND CORE (rules-managed: its stop trails and a close below the 50-day average sells it; sell it yourself only on news that breaks the trend), multi_day horizon, opened 10:01 AM ET. Thesis: Trend core: 16.8% above a 50-day average 12.9% over the 200-day; 6-month 33% at 1.17% daily ATR (strength 28.2); 100% of its 52-week high Invalidation: The trailing stop, or a close below the 50-day average.
- S: 107 shares at 23.57, now 24.615 (4.56%), stop 23.8, target 25, multi_day horizon, opened 9:46 AM ET. Thesis: Strongest setup: price above SMA20/50/200, positive 5d return, heavy volume breakout. Opening range low 22.66 provides tight stop. Reward 6% vs risk 4% (R:R > 1.2). Invalidation: Price closes below 22.66.
- SPY: 1 shares at 747.67, now 756.975 (1.25%), stop none, target none, LONG-TERM BOOK (rules-managed: held for months until a week closes below its 200-day average; sell it yourself only on news that breaks the long-term case), multi_day horizon, opened 10:00 AM ET. Thesis: Long-term book: SPY at 15% of equity, held while its weekly close stays above its 200-day average: last week closed at 735.29, 0.67% vs its 200-day average 730.38. Invalidation: A week closing below its 200-day average (a leader also: its trailing stop, or dropping out of the top at a month's refresh).
- U: 2 shares at 52.97, now 50.56 (-4.48%), stop 47.67, target none, TREND CORE (rules-managed: its stop trails and a close below the 50-day average sells it; sell it yourself only on news that breaks the trend), multi_day horizon, opened 10:01 AM ET. Thesis: Trend core: 21.2% above a 50-day average 34% over the 200-day; 6-month 82.8% at 5.23% daily ATR (strength 15.84); 97% of its 52-week high Invalidation: The trailing stop, or a close below the 50-day average.
- USO: 3 shares at 143.74, now 144.97 (0.87%), stop 115.75, target none, LONG-TERM BOOK (rules-managed: held for months until a week closes below its 200-day average; sell it yourself only on news that breaks the long-term case), multi_day horizon, opened 10:00 AM ET. Thesis: Long-term leader: 12-month return 107.8% (skipping the last month), 17.8% above its 200-day average Invalidation: A week closing below its 200-day average (a leader also: its trailing stop, or dropping out of the top at a month's refresh).
- VG: 207 shares at 12.50, now 12.745 (2.00%), stop 12.07, target 14, multi_day horizon, opened 9:52 AM ET. Thesis: VG Q3 earnings and revenues beat estimates, and management raised 2026 profit outlook citing AI power demand. Price broke above the 15-min opening range high (12.49) on 10.6× median volume. Technically, it is above SMA200 (12.82) and SMA50 (13.48) is nearby; 5-day return is +4.13%. The move is supported by a T2 analyst upgrade (Deutsche Bank) and strong volume. Invalidation: Price closes below the opening range low of 12.07. Invalidation: Price closes below 12.07 (opening range low).
- VLO: 1 shares at 352.24, now 361.83 (2.73%), stop 300.25, target none, LONG-TERM BOOK (rules-managed: held for months until a week closes below its 200-day average; sell it yourself only on news that breaks the long-term case), multi_day horizon, opened 10:00 AM ET. Thesis: Long-term leader: 12-month return 160.8% (skipping the last month), 19.4% above its 200-day average Invalidation: A week closing below its 200-day average (a leader also: its trailing stop, or dropping out of the top at a month's refresh).

LIMITS (enforced by code)
- Market: the regular session. New buys: blocked by your envelope (3/3 in the last hour).
- Your envelope: 3/8 entries in 24 h, 3/3 in the last hour, 3/4 open; one action per ticker per 30 min; no re-entry for 6 h after a stop-out or 2 h after an exit.
- Sizing is code's: a buy risks 1% of equity at its stop (×0.75 at conviction 6, up to ×1.25 at 10), up to 25% of equity per position ($2612.24). A closer stop means more shares; leave allocation_pct null.
- Risk checks: 5/8 positions; conviction ≥ 6/10 (no intraday buys in the closing window); price ≥ $5; stop 0.4-10% below the price (default 2.5%); reward:risk ≥ 1.2; no rebuy within 15 min of a sale; $991.7 deployable cash.
- Options: open premium $0 of the 25% of equity cap ($2612); at most 4% of equity per position; 0/6 positions; conviction ≥ 7; long calls and puts, call and put debit spreads; buy |delta| 0.25-0.7, 7-45 days to expiration; contracts only from an option_menu result in this episode; exits default to -60% / +150% of the position's value, and code closes positions before expiration.
- Intraday stock positions are closed by code in the last minutes of the session; overnight and multi-day ones stay. Stops and targets rest at the broker as bracket or OCO orders, and once a position is up by its stop distance code trails its stop at that distance behind the price.

MARKET
- SPY 756.975 (+0.57%), QQQ 688.41 (+1.42%), IWM 282.23, DIA 520.645, VIXY 17.36, TLT 80.51

SUBJECT KORU
- 8.605 (bid 8.6, ask 8.61), +19.35% today; technicals: use the tools
- news in our feeds, last 24 h, most severe first:
<untrusted source="wire">
394eacec6c46 [Nov 10, 8:37 PM ET | T2 seekingalpha.com | guidance | sev 63] KORU medical systems raises 2026 revenue outlook to $48.0M-$48.5M while targeting year-end cash above $8M (https://seekingalpha.com/news/4670364-koru-medical-systems-raises-2026-revenue-outlook-to-48_0m-48_5m-while-targeting-year-end-cash?feed_item_type=news)
322de222c014 [Nov 10, 5:03 PM ET | T2 seekingalpha.com | earnings | sev 59 | +18.7% since] KORU Medical Systems Non-GAAP EPS of $0.02 beats by $0.04, revenue of $11.6M beats by $0.27M (https://seekingalpha.com/news/4670269-koru-medical-systems-non-gaap-eps-of-0_02-beats-by-0_04-revenue-of-11_6m-beats-by-0_27m?feed_item_type=news)
58243d0861b8 [Nov 11, 10:09 AM ET | T2 nasdaq.com | general | sev 34 | +2.1% since] Direxion Daily MSCI South Korea Bull 3X Shares Ex… [cut: 9,447 characters in all]

{
  "decisions": [
    {
      "symbol": "KORU",
      "action": "hold",
      "allocation_pct": null,
      "sell_pct": null,
      "stop_loss": null,
      "take_profit": null,
      "horizon": "multi_day",
      "setup": "pullback",
      "conviction": 7,
      "rationale": "KORU is up 19.35% today on a confirmed earnings beat and raised 2026 revenue outlook ($48.0M-$48.5M). Price is well above the opening range low (8.19) and the stated stop (8.43), confirming the thesis remains intact. The move is supported by heavy volume (4.4× median) and a strong uptrend. No news contradicts the outlook, and the position is still below the 9.5 target. I will hold through the close to capture further upside toward the target.",
      "evidence": [],
      "invalidation": "Price closes below 8.19 (opening range low) or news changes the outlook.",
      "structure_id": null,
      "option": null
    }
  ],
  "watches": [],
  "cancel_watches": [],
  "notes": [],
  "reply": "KORU is up 19.35% on a confirmed earnings beat and raised 2026 revenue outlook. The thesis remains intact with heavy volume and price well above the opening range low. I will hold through the close toward the 9.5 target."
}