Episode · KORU · Nov 11, 11:29 AM

NOW: 2026-11-11T16:29Z

WOKE FOR: KORU (P2 review)

OBSERVATIONS
- 16:29Z price, P2, salience 60: KORU, which you hold, moved 3.02% since your last review at 8.61; stop 8.63.

YOUR BOOK (the paper account: your decisions trade it; started with $10,000)
cash $214.52 · equity $10467.34 (+4.67%) · today +2.33% · 11 stocks, 0 options positions
- KORU: 4 shares at 8.36, now 8.875 (6.10%), stop 8.63, 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 397.47 (3.52%), 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 255.545 (2.63%), 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 195.82 (0.26%), 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 24.795 (5.20%), stop 23.95, 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.
- SCHE: 28 shares at 35.22, now 35.295 (0.20%), stop 34.5, target 38, multi_day horizon, opened 10:52 AM ET. Thesis: SCHE broke above its 15-min opening range high (35.15) on 15.5× median volume, closing at 35.21. This is a strong technical breakout with heavy volume. No recent news in our feeds, so the move is purely technical/flow-driven. The setup is strong enough to warrant a trade based on momentum and volume. Entry: 35.21. Stop: 34.50 (below the opening range low of 35.09 and providing a ~2% risk). Target: 38.00 (approx 8% upside, R:R ~4:1). Invalidation: Price closes below 34.50 (opening range low area).
- SPY: 1 shares at 747.67, now 759.25 (1.55%), 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 50.505 (-4.65%), 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 144.15 (0.36%), 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 12.765 (2.16%), 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 360.965 (2.44%), 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 (4/4 open).
- Your envelope: 4/8 entries in 24 h, 1/3 in the last hour, 4/4 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 ($2616.84). A closer stop means more shares; leave allocation_pct null.
- Risk checks: 6/8 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; $5.17 deployable cash.
- Options: open premium $0 of the 25% of equity cap ($2617); 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 759.25 (+0.87%), QQQ 692.475 (+2.02%), IWM 282.85, DIA 522.13, VIXY 17.41, TLT 80.67

SUBJECT KORU
- 8.875 (bid 8.87, ask 8.88), +23.09% 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://se… [cut: 9,940 characters in all]

{
  "decisions": [
    {
      "symbol": "KORU",
      "action": "adjust_exits",
      "allocation_pct": null,
      "sell_pct": 100,
      "stop_loss": 8.61,
      "take_profit": 9.5,
      "horizon": "multi_day",
      "setup": "pullback",
      "conviction": 8,
      "rationale": "KORU surged +23% on earnings beat and raised 2026 guidance. Price is well above the original stop. Trail the stop to lock in gains while leaving room for the 9.50 target.",
      "evidence": [],
      "invalidation": "Price closes below 8.61 (trailing stop).",
      "structure_id": null,
      "option": null
    }
  ],
  "watches": [],
  "cancel_watches": [],
  "notes": [],
  "reply": "KORU is up 23% on strong earnings and raised guidance. I'm trailing the stop to 8.61 to protect gains while the trend holds toward the 9.50 target."
}