Relative Weakness within the Semiconductors
SMCI- will be looking 885-895 bounce for a short play here found major selling on NVDA gap up yesterday
AMD- same thing here and weakest semiconductor megacap on my board would be looking vs 165 today on the short side
Relative Strength names
PDD- new 52 wk highs yesterday on volume can digest here but good to note
FSLR- ideally couple days of pullabck/ consolidation before next leg this was a huge 2 day move
ONON- continues grind higher nice idea from early in week
Crypto –
CLSK- looking short vs 18 area
MARA- looking for failed pushes vs 21.50
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