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iain2026-04-09 09:18:32
The focus is on buying tight pullbacks into moving averages on leading names like: $INTC $CIEN $AAOI $NBIS $TER $AEHR $TSEM $DELL $AVGO $LITE $FORM $SNDK $STX $WDC $GLW $COHR $CAT $ARM $FSLY $WULF $GEV Wait for price to get tight against a big pivot, watch for the 30min pivotIn this market, I’ve had to remind myself of the same thing almost every day: Buy weakness in Relative Strength names. When the indexes are choppy and directionless, chasing strength rarely works. Breakouts tend to stall, momentum fades quickly, and you often end up buying -
Serenity2025-10-29 13:03:08
Macro Analysis: Focus Areas: Flows · Proxies · Seasonality · Positioning Setup : _ Neocloud: $NBIS · $IREN · $CIFR · $DGXX Connectivity: $ALAB · $CRDO · $CLS Robotics: $KRKNF · $ONDS · $RR National Security: $RKLB · $MP · $KTOS · $CCCX Energy: $FLNC · $EOSE · $TE · $SEIThe NeoCloud Thesis: Hyperscaler Capex Funnel Why I'm putting $1.5M+ into Neoclouds, and why this might be a 200-300%+ return.
Buckets Mag7 contracts: $CRWV, $NBIS 
, $WULF, $CIFR With compute: $IREN , $BITF Speculative: $WYFI, $GRRR , $SLNH Miners pivoting to x.com/aleabitoreddit… 
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Cantonese Cat🐱🐈2025-09-10 09:36:06
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