$SMH the bull market in semi could just be starting soon.. $NVDA $AMD $MU $ARM $AVGO

$AMZN holding the 10ema with bad news is looking really good if it clears 224.50

$QCOM not too shabby either

$FUTU was easy sell at the open. If market gives me 6R in a little over a day I'm taking it. $RBRK absolutely ugly so I dumped at breakeven. Added to $IBIT today and also bot $HLT on the breakout. This is not an easy penny environment. Port is moving but slow.

$FUTU mark-up. No rocket science here, just rinse and repeat with risk management.

$JKS solar has been running and China looks like its aliving itself. And this combo name is setting up. $MU shook me out but nice inside day today on a hold-hold setup.

$IBKR threatening blue sky breakout in a leading sector. $JPM holding its ATH breakout and 21ema holds $WFC $GS also holding above ATH break This group has been very strong and worth keeping an eye on for exposure.

Am cutting a lot of positions with no cushion before the weekend. Been seeing a lot of stall so I don't want to carry more risk. Means cut $CRCL $UBER $SMCI A few weeks ago I reduced risk per trade to 20-40bps max as market was extended. Helped a lot with tiny cuts and min risk.

$SMH chart is my bull thesis. The last base breakout gave us a fantastic year to trade. Are we seeing something similar soon or will a handle form? Double bottom bases are the best form of base. Will $NVDA $AVGO lead or do we see new merch? $CRDO $MU $ARM

$SMCI i closed out for a scratch to reduce risk into the weekend but can't help shaking off the feeling that this could be something great in the making if it takes out the 3TT. Few days of sideway move would do it..

$MU an idea I like a lot for next week. Thought process laid out in chart. Downside is the ATR multiples from 50ma but it's not too far and the positives may outweigh the negative. The $125 RN plus opening gap price level good area to watch.

$IWM is very promising though it still got some ways to go. IF it can break this 4+ year base and sticks, there can be a lot of money to be made. Yes it has tested the patience of MANY but it will eventually be here!

$UBER has been tough to trade but potential pullback opp if it comes to it at previous pivot. Great spot to take risk against.

$MU thought is whether this pullback is a gift. Undercut of prior low and sitting at 21ema range right now. I have a starter position risking LOD and plan to add on positive price action.

$ASTS thoughts on chart

Closed another position in $HUT today but because it hit my target of 5R.

$AIRO I don't want to jinx it and way too early but the way this has been trading since IPO is resembling a certain precedent.. Can we perhaps get a move like $CRWV $CRCL given how hot IPO names have been running? Drone sector has been constructive.

$MU added to full position as price inched over the 21ema. Stop LOD for limited risk.