Long AMEX:XLU on less than expected rate cuts in 2025. Growth is slowing but US will not see recession. Utilities should benefit in that macro environment.
Long NASDAQ:MPWR into Earnings, good risk/reward here on supply flipped demand area that has held up well, not the mention the .768 retest is on your side as well
NASDAQ:AMD is catching a bounce at a familiar level and I have added shares at the 100 area with stops of 11%, also looking at April calls. I think Trump has shown he wants USA semi's to do well so should outperform while everything else is suffering from tariffs and other policies.
Harmonic, good economic data for stonks, retail sales Friday likely hot and good for Apple and big tech, tariff worries fading and china heating up! Watching Feb 14/21/28 ITM/OTM calls.
AMEX:GDXJ and AMEX:GDX are both generally positively correlated with gold price movements in the medium term, and this correlation has ticked back up meaning AMEX:GDX and AMEX:GDXJ should be playing catch up now that gold is crossing $2900/oz due to global central banks and institutions accumulating to hedge erratic POTUS while stocks already at hefty...
AMEX:SPY is shrugging off the tariffs while companies continue to beat earnings, good manufacturing data today, along with bulls BTFD x2 off the DEC24 volume profile's VAL. Harmonic bros unite, not sure if it's valid but looks great to me. The market will learn to digest the erratic tweets from the POTUS.
