Tempo

$ASTS A big part of my trading is identifying and leveraging relative strength Otherwise, you're just chasing beta — there’s no edge in that Days like today are useful for spotting it $ASTS stands out Intraday - Broke resistance before $SPX - Kept making HHs while $SPX topped HTF structure is clean - Holding EMAs on pullbacks - Bouncing off PoC on expanding volume Sector tailwind helps ($RKLB, SpaceX IPO looming) If momentum holds: → $100 (prior high) is very doable → $130 (ATH) becomes realistic

Jeff Bezos: even if this is bubble, don't worry about it, because it's driving investment

Bullish $NOW — but near-term extended Stock ran hot after breaking the downtrend and filling the prior gap, helped by sector rotation $IGV seeing flows (funded via $SMH) Path of least resistance = ~$99 Would look to start building there

Tomorrow is OPEX $SPX The sharp rally into it was largely systematic (CTA / vol / trend) — mechanical positioning is extended, so upside needs a new marginal buyer Now we introduce another mechanical catalyst Call buying has forced dealers to chase upside — but as OPEX hits and that rolls off, that support disappears and can turn into selling pressure quickly The last major market pivot also aligned with a large options roll Worth watching if flows shift here

Tomorrow is OPEX $SPX The sharp rally into it was largely systematic (CTA / vol / trend) — mechanical positioning is extended, so upside needs a new marginal buyer Now we introduce another mechanical catalyst Call buying has forced dealers to chase upside — but as OPEX hits and that rolls off, that support disappears and can turn into selling pressure quickly The last major market pivot also aligned with a large options roll Worth watching if flows shift here

China is getting interesting HSI held the 0.382 fib, reclaimed the short-term EMAs, and is rebuilding trend structure Meanwhile China’s liquidity impulse is accelerating (+19% SAAR), now doing the heaviest lifting globally Capital tends to chase liquidity. Hedge funds are increasingly using crowded U.S. tech positions as a source of funds to build out international exposure If that continues, China risk could start seeing real rotation One to watch