- Strong close on Friday especially in consumer related names
- Most excited about retail/consumer/DTC names, especialy
ODD, 
NAGE, $YSG.
- AI names are back on the radar, and quantum computing has been for a while -> speculation money is back
- Breadth and market in general looks very constructive, so we will likely continue going higher
- Been very protective with my account, keeping losses below 0.1% as the market has been choppy since May 12
- However, if we start another leg higher, I'll go much more aggressive, maybe 0.5-1% of my account in strong names
- Most excited about retail/consumer/DTC names, especialy
ODD, NAGE, $YSG.- AI names are back on the radar, and quantum computing has been for a while -> speculation money is back
- Breadth and market in general looks very constructive, so we will likely continue going higher
- Been very protective with my account, keeping losses below 0.1% as the market has been choppy since May 12
- However, if we start another leg higher, I'll go much more aggressive, maybe 0.5-1% of my account in strong names
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The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.