Josh Watchlist for 12/2/24
by jcherniack | Nov 30, 2024
Short week last week, drone names/quantum computing small caps probably the plays of the week.
Black Friday/ Cyber Monday Sales can be found here
Solar Names Starting to trend , have mentioned SEDG several days in a row as it is forming a base 50% above the 52 week lows , the only hesitation here is that the sector names on the dailies are weak, all below 200 day moving averages, not something I would normally look at, but money is rotating in.
SEDG- looking weak opens this week for continued buying
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ENPH – see how 67-68 holds up this week
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FSLR – 945-10am watch
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Drone Names from last week
UMAC- Trump Junior joined advisory board, and kaboom, Trump trade ripple effect still on, small float out there possible parabolic in coming days one to keep on watch , this is the head of the snake for the sector for me other names below are sympathy plays
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UAVS-
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JOBY- will see how 7.5-8 area holds on dips , nice volume in this one
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BTC related
MSTR- staying a bit heavy here will watch moves towards 400-410 to short if this can stay heavy if reclaim 420s thesis voided
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COIN- struggling a bit here will see more on Monday
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MARA – will look vs 29s for a short
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Other
CAVA – watching for a breakdown here 135 area
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TSLA- will see if 348-352 area reclaims to begin an end of the year run
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WULF- nice move on Friday want to see how it holds up with BTC
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NVDA – will continue to monitor how it does in the 133-140 area , no interest in consistently monitoring only a bigger timeframe breakdown
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IONQ- ideally still get that 40-50 + parabolic for a short opportunity only interested in an outsized move
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Thanks bro!
thanks Josh!
I’m a new member here. Thanks Josh!
Thanks Josh
Thanks Josh. Any thoughts on VCIG and ZENA ? Thanks.