QQQ- still very much in uptrend here, serious move in November and bouncing off the 10day ema on Friday just under 388
ENPH- solars catching a bid, will look weak open trend join type of trade vs 103
SEDG- same thing here looking vs 80.30-81.30
UBER- SP500 add strong uptrend would look to join early or in coming days , quickly approaching all time highs , institutional ownership has only grown into this add
AFRM- 7 days straight up off that black friday buy now pay later boost, whole sector went , UPST , PYPL etc etc, looking on a weekly basis for a 40-41 push to get short or a first red day setup
PYPL- will be looking dips here vs 58-58.50 building nicely
TSLA- been a laggard on this recent move up, there was a build into the cybertruck event but so far its been faded, want to see how 241-243 area reacts this week for a failed setup on the short side, confirm below 232 for real downside
NVDA- if it can’t get back over 478 10ema would look shortside , maybe stock is just taking a break will see more this week , sub 461 could get a move to 453 to 100 sma , monitoring
SMCI- want to see how the offering is absorbed using Friday lows as a guide , if semiconductors fall i think this is susceptible to some downside
DKNG- trend join long vs 38 flagging again
PLTR -like long vs 19.50 area setting up well
RIOT- as I type this bitcoin is up nicely this weekend, maybe a blowoff move for a short play
MARA- same type of setup blowoff and watch for first red day
COIN- the strongest in the group
IOT- new all time Friday on the earnings breakout looking for more follow through this week after little pullback
ESTC – earnings breakout added to list and monitoring
Josh, ty nice to see QQQ and agree; will watch to trade TQQQ, ty
Thank you Josh.