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The Higher They Rise, The More Earnings Can Take Them Down
With so many NQ stocks already surging pre-earnings, it doesn’t take much disappointment to knock them down.
It Pays To Keep Buying Dips
“Buy This, Not That.” As I continue to focus on the outperformance of Trade This, Not That, dovish pivots are no time to be bearish. Leading sectors outperforming are semi, tech, communication, and financials. In this update, I share the swings of the week.
We Shorted NVDA When AVGO Sold Off
When markets go up almost parabolic, I look for stocks in a group already reversing to short others in the group. It worked great today in NVDA.





