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Vaun
86 posts
Some of my favorite names across themes:
NeoClouds $NBIS $CRWV $IREN $CIFR $APLD $WULF
Rare Earth $MP $USAR $UAMY $REMX $CRML
Chips & foundry $AMD $INTC $MRVL $AVGO $NVDA $TSM $GFS
Networking $NOK $ANET $CSCO
Memory & Storage $MU $SNDK $WDC $STX
Analog $TXN $MCHP $ON $ALGM $NXPI $LSCC $ADI
Sub systems $ENTG $ONTO $ICHR $UCTT
Testing & packaging $AEHR $AMKR $ASX $KLIC $FORM $COHU
New IPO $BTSG $FPS $LGN $MIAX $Q $SOLS $MWH
Space RKLB PL LUNR BKSY FLY
Software TWLO RDDT DOCN FSLY ROKU NET
Semi Equipment LRCX ASML KLAC AMAT
Optics LITE CIEN VIAV AAOI COHR TSEM
Probably missed a few but this is how I’m mapping the market right now.
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Rare earth names look ready to explode.
All these names have reclaimed and backtested ATH VWAP, which I consider a major level.
We should see stronger price action in this theme in the coming weeks.
$MP $UAMY $USAR $REMX
Venu@Venu_7_
Rare Earth names are giving the comeback as well $MP - MP materials breaking out of downtrend and held through $50 support level and VWAP from August 2025 lows! $UAMY - super coiled setup trading well above key moving average's $UUUU - it has theme of rare earth and uranium
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@Venu_7_ I share my real-time buy/sell TRADE alert on WhatsApp, free to join ✅
➡️Copy search input Reply “2026” to WhatsApp: 19082205904
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@Venu_7_ I share my real-time buy/sell TRADE alert on WhatsApp, free to join ✅
➡️Copy search input Reply “2026” to WhatsApp: 19082205904
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$AVGO - similar fakeout to Nebius, retested the base.
Broadcom sits at the core of AI infrastructure -custom ASICs, networking, and connectivity powering hyperscalers.
6 month bases in leaders typically resolve higher.
Venu@Venu_7_
$AVGO - If there's one company I think reaches $3T, it's Broadcom - 6 custom XPU customers including Google, Anthropic, Meta + OpenAI - VMware ARR growing 19% YoY - $9.2B booked in one quarter - 68% EBITDA margins at $19B in quarterly revenue - $100B+ AI chip revenue guided for 2027 Technically, we found the support from April 2025 VWAP and reclaimed all KMA's and about to make new ATH's It's who moves the data, designs the chips, and runs the software underneath. That's $AVGO.
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$GOOGL - couldn’t ask for a better breakout.🔥
Delivered on earnings, confirmed with massive volume - that’s what you want to see.
$4.6T - simply incredible.
Venu@Venu_7_
$GOOGL tightening under highs after a multi-month base Earnings next week - a strong print could drive the next leg higher
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@Venu_7_ I share my real-time buy/sell TRADE alert on WhatsApp, free to join ✅
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