Add SOUN to the list, we’re getting more and more A+ SMCI NVDA MSTR etc. Can’t believe it but, as I’ve said these are the majority of my focus this year – major opportunities like this. Less of the day to day.

MSTR acting like someone is seriously bent – that flush today came back in air.

If it doesn’t just squeeze out with BTC I am going to cautiously look at a scenario where BTC pulls takes MSTR with it — consolidates for 2 weeks and then rebounds on air (both products). I’d look at some YOLO calls on the tank days – with time.

Main Watches:

SOUN nice reads today – reactive trade tomorrow – more in room.

MSTR perpetual squeeze incoming?

Failed Follow Through:

APM higher the better and failed follow through is ideal.

PBM higher the better for failed follow through

BMR morning shove and fade.

CCCC higher better for back side.

Continuation:

GNS nice pick up today

GMM “ramp” portion?
|

LSF weak open r/g

MDAI dips for liq trap

MINM T+2

TCBP liq trap?

NXL dips vs .45

Staying Familiar: