Joshua GRACE retweetou

🚀 This week’s setup looks stacked but my eyes are on AI + energy volatility.
📌 AI thesis: Watching NVDA closely ahead of the shareholder meeting. If guidance stays strong around AI infrastructure and agentic demand, sympathy moves into AVGO, AMD and MU could follow.
📌 Macro thesis: No rate cuts + cautious Fed tone could keep markets selective rather than full risk-on.
📌 Volatility watch: Energy and defense names like XOM, PLTR and BA may offer fast setups if geopolitical headlines accelerate.
My approach: wait for confirmation → enter momentum → protect downside. 📈🔥

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