Brian Bagz
2.9K posts


I’m going away and detaching for a few days. Some thoughts. $NVDA though important has not been the market leader for months. How names like $MU $SNDK $LITE $INTC $NBIS $RKLB $BE $ARM hold up is key. The macro picture makes it difficult to picture another group lead this bull market. Software , biotech nor homebuilders seem a likely source of funds for more than a trade till the bond mkt is more friendly. We saw a great bounce in front of the 21 day in several of these names. I will keep a keen eye on the leaders beyond Nvidia the next week or so. Trade em well. On another note $GS inches from new highs isn’t a bad thing
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@LayahHeilpern If your followers listened to you in the beginning of the month they missed out on some stellar gains in the markets. I mean even if they were passive into QQQ. Missed 9% without doing anything. Roll in options on Semis and Datacenter A.I plays? Very nice gains. Now we'll retrace
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@ucienemk @LayahHeilpern Forget BTC .Look at what equity markets are doing in the face of every negative headline that was thrown at it. People willing the markets to go down, missing gains across the board
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@LayahHeilpern She’s right fellas… as much as we want a rip rn…
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@LayahHeilpern Too focused on BTC. You're missing one of the strongest markets we've ever seen.
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