The speaker is done with SNX and out of the position: SanDisk broke its 50-day on Friday and a bar attempting to reclaim the moving averages was negated, invalidating the semis setup — behavior he says should not happen if a stock is going to be special.

You saw this, you saw SanDisk break the 50-day on Friday that got us out of MU and SNX.

Well, Red Dog, how'd you get everyone out of the way with um with the semis?" I'm like, "Well, if you look at SanDisk, which to me was one of the keys right here. I I was long a little SanDisk on that reversal and I got stopped out right there.

This should not happen. If a stock's going to be special, that should not happen. You should not have a a bar where you're trying to take back the moving averages and gets negated right there.

So, right there, that said, I'm done with SNX. I'm done with MU.