Semiconductors – SMCI leading the charge up last Friday with spectucular preliminary earnings numbers really boosted the space , cranking over 35% on the day, really the power of earnings show in full form here, that is when price action can really change within a stock whether that be up or down.
AMD- if this gaps up big 178-182 ill be looking for a fade, 4 days straight up , it is on all time highs but think reversion can happen and emotions can settle, at the same time, i am not looking to fight this , i want to see confirmation here for any size and ideally this trade will be easier post first big red day, do not need to find the top to make $$ here
SOXL- will be looking at this for a guide if shorting any semis tomorrow or during the week, i don’t need this trade to happen tomorrow and am not forcing it i will wait until behavior changes to have any meaningful size and the trade might not be here just yet but watching this week for a 37-39 potential soxl blowoff
PYPL- couple of days consolidate and looking at next leg long here
BABA- want to see hwo 70-72 reacts to days to come for a trend join
BFRG- will be watching for this week see if trend can hold given small float don’t think a wild squeeze is out of the question given grind price action , will watch weak opens this week for potential trend join
TSLA- earnings Wednesday weakest megacap on my board so will see if there is an edge trade into the number if we gap up looking vs 217-220 for a short play
UBER- on all time highs here will be watching for trend join
TSM- will wait and look post consolidation for another leg up
thanks for the ideas Josh!
thanks j