Looked and felt like Nvidia moved the entire market mid day there. Focus will be on those names and the AI sector for tomorrow.
NVDA – Big move after the CEO stopped selling shares today. Probably a gapper and $125 touch tomorrow. Have some calls overnight
TSM – Big 7.6B Investment again today on the headline. Probably easily over $200 soon.
AVGO – Trading based on NVDA action. Nice one today and have some calls overnight.
TSLA – Probably retests highs tomorrow from today. I still think we have yet to see the big squeeze on this recent 2 month move.
IBIT – Heavy watch on Bitcoin remains. I still think we get one really good flush out before October that spooks everyone that has waited this year for it to move.
CLSK – Joined some calls here today for late into this year. Would rather own some vs. miss any crazy gap up days.
RBLX – Huge chart level and that $50 is lurking right above. Will be a big yearly breakout.
UBER – Huge chart and still love the name long term.
LYFT – Ugly step child of Uber but saw some wild calls out there last week. Can easily just get going on sympathy to UBER.
Thanks. Don’t love how it trades but GRAB is another one I’m watching on the UBER/LYFT/DASH sympathy.