The theme to me here is to sit tight, waiting for some fresh earnings / news moves to come. We had SMR/ OKLO/ NNE explosion massive opportunity. WULF was a huge opportunity. Now it looks like a lot of names are taking a deserved break. What I do think is in play are names people might overlook with fresh news or earnings like PM and GE Yesterday. Both provided clean moves from the open and going to look at these types more.
APP – will look for breakdown today
IONQ- potential failed momentum here.
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