$NVDA on watch for more failed follow-through. Nice trade on Friday similar to $SMCI a couple of weeks ago. Ideally, a few nice flushes into the 750-780 range before it sets up for another long into the catalyst. 

$RIVN I think drifts a bit higher before ultimately fading off. Not looking to find the top there and I won’t fight the trend, but top watch for when it ultimately fails and begins selling off.

$MSTR I think this one has the potential to go way higher, despite the “premium to $BTC”, these moves can extend way past where we’d expect. If I play this one It’d likely be via options. Need to keep on watch w the $BTC action. 

For small caps I’m watching $RVSN $LYT and $APM higher the better on all and looking for more exhaustion/fail follow-through. $APM had a nice move Friday before ultimately giving it back – should be good this week, just stay cautious of the swipes/circuits.