There appears to be a dislocation out of the software companies that analyze data into the hardware companies that will benefit from this AI migrationand buildout currently. Several Winners and Losers appear below on this transition:

Downside volatility prevails under the surface. The key is to try and get on the right side of the dominant trends in the market. That sounds logical but it is not so easy as this is a moving target led by many false turns, breakouts, reversals and squats

There has been much talk about taking Fannie Mae $Fnma public again with the government finally spinning it off. Today's volume and price action suggests something is percolating. No position. Imagine if the government sells $Fnma and takes the proceeds and invest in Bitcoin in a

There has been much talk about taking Fannie Mae $Fnma public again with the government finally spinning it off. Today's volume and price action suggests something is percolating. No position. Imagine if the government sells $Fnma and takes the proceeds and invest in Bitcoin in a

This is the worst underperformance in 5 years by the Small Caps $Iwm vs the Nasdaq 100 $QQQ. Ditto for $Iwm vs $Spy. We are utilizing the weakness to buy $Tna to potentially cover rotation into small caps with the September rate cut forthcoming.

Initiating a position in $Msft on this pullback after the blowout earnings report.

Sea ADR $SE reported a terrific quarter. With 4 triple digit earnings reports over the last year, excellent guidance and a breakout to new highs, we are adding a half position.

Key Takeaway: Fed has room to cut a couple of times before year end. That scenario propelled Small Caps $Iwm and $Tna higher today and sets the stage for more upside gains to come. Breadth was highly bullish today and we view the latest earnings reports will provide strong unde

Historically, a Fed cut without a recession leads to Ryan's astute analysis. Perhaps this is why the market is showing such resilience?

Ethereum On the cusp of a multi-year breakout. Higher prices are coming.

This bitcoin mining Etf $Wgmi is setting up and holds several stocks we are monitoring such as $Iren, $Apld, etc. It is too thin and illiquid for us but it is close to an all time breakout. We probably would be considering it above $28.91. No position though.

Historically, a Fed cut without a recession leads to Ryan's astute analysis. Perhaps this is why the market is showing such resilience?

Ethereum On the cusp of a multi-year breakout. Higher prices are coming.

This bitcoin mining Etf $Wgmi is setting up and holds several stocks we are monitoring such as $Iren, $Apld, etc. It is too thin and illiquid for us but it is close to an all time breakout. We probably would be considering it above $28.91. No position though.

Nasty day in growth stocks today with the $Ffty IBD 50 Growth Etf down 4.51%. This was one of the top 5 down days in growth stocks this year. We raised 53% cash and will raise more if more weakness persists.

When the most liquid, most crowded true market leader rolls over, it is impt. to pay attention. $Pltr down 9.35% today and down 17% in a week. Next support is at $152 the 50day ma. I think it is going to take some time for it to reset and make new highs. I don't expect a quick .

We are positioned very defensively here with only 27.5% long from yesterday. Our expectation is that we go lower for a few weeks. We think there is about a 9% correction to go in the QQQ's. As we are all aware, if that happens, more than likely growth stocks.

A lot of people saying "thats what everyone has thought for weeks but $TSLA isn't doing anything" That's true... its frustrated a lot of people... remember $ALAB?

Market action dictates increasing exposure. Undoubtedly a very positive response to Powell's remarks. We added full positions in $Tqqq, $Spxl, $Ibit, $Tna, and half positions in $Rddt, $Hood, $App, $Nbis, $Gev and $Bmnr. We expect the market to follow through tomorrow.

It's Ok to be wrong. It's not Ok to stay wrong. The longer you stay wrong, the worst it will be. We expected a break lower today because of the clustering of stall days and distribution days over the past several weeks. Those days are being obliterated and offset by the powerful.