Safe to say Quantum Computing became the next major theme huh? Since this post: $QUBT $1 to $17 $QBTS $1 to $9 $RGTI $0.80 to $9 $IONQ $10 to $40 Unbelievable.

$TSLA just had one of the worst quarters I’ve seen from a large cap stock in a very long time. And the stock is flat. With earnings worries in the rearview and the market now focused on Optimus, FSD, and a potential China deal, I think a big Tesla trade could be brewing here.

When there’s less to do in the market just do less. Save the mental and fiscal capital.

I’d love to be posting charts and saying there’s tons of setups but there just aren’t right now. That time will come again.

One stock with a great setup that I don’t see discussed much shaping up to be a market leader is $TTWO. The chart, base, narrative, and earnings estimates are aligning. It’s building a big base while the market trades with major volatility. I don’t think most people grasp how

NASDAQ up 2% on headlines that China says the U.S. is lying and they haven’t even spoken yet is pretty notable.

Yesterday, Trump gave countries 3–4 weeks (before June) to get a trade deal done. Based off the daily commentary from both the U.S and China, it doesn’t feel like a deal is close to being done. It seems like the market is sniffing out that Trump will be lowering his demands.

$TSLA will not kill $UBER. Uber will win in autonomy.

You don’t have to be the best trader out there to succeed. Trading isn’t like professional sports where only a few make it. In trading, there’s room for anyone who puts in the work, stays disciplined, and grows. If you always compare yourself to others, it’ll be very difficult

I’ve seen the phrase Zweig Breadth Thrust enough in the last 24 hours to last a lifetime.

The NASDAQ is now up 15% from the low just 12 days ago. Don’t get FOMO. If that’s the true bottom, there will be plenty of low risk opportunities in the weeks and months ahead.

Golden cross and death cross are lagging signals. The NASDAQ had a death cross on 4/11, after the index had already dropped by 20%.

Headlines like this are bullish.

People underestimate how engrained $HOOD is within millennials and Gen Z. Stocks, crypto, retirement, credit card, useful AI, subscription service, instant deposits, 24/5 trading, and more. Early Charles Schwab. But better.

Big picture it’s hard to believe the market has put in a macro top when we’ve barely begun to see the real world impact of AI on businesses and consumers. History shows that the biggest economic and market gains come from what‘s built on top of the infrastructure and not the

$HIMS I think people are going to try and address their weight, hair loss, and *other* issues before Summer. Last time Hims touched the 50SMA on the weekly it went from $13 to $70.

$TEM Nancy, AI, and a big IPO base. Tempus is using AI to improve healthcare and generate real revenue. Exactly the type of stock I’m expecting to emerge as a potential leader if this rebound in the market holds.

$EOSE American made energy storage. Massive base being built, the strength this has shown throughout the volatility sticks out. Very impressive.

The NASDAQ is approaching the 200 day moving average. Reclaim and hold will be a signal to press the gas and be more aggressive in positioning. Rejection will be a signal to continue exercising caution. In the meantime, smaller size and less trading.

I think we initially reject. Don’t think it’ll be that easy to just get back above on the first attempt. Would be happy to be wrong.