CRWVCoreWeave, Inc.BearishCoreWeave, Inc.QQQNasdaqNeutralNasdaqBEBloom Energy CorporationBearishBloom Energy CorporationCIENCiena CorporationBearishCiena CorporationSNDKSandisk CorporationBearishSandisk CorporationVIAVViavi SolutionsBearishViavi SolutionsWDCWestern Digital CorporationBearishWestern Digital Corporation

1w ago on

We’ve erased overnight losses completely. At one point $QQQ was down nearly 2%. A rally doesn’t mean we just head to highs or there are opportunities to buy. We’ve sold off hard 3 weeks in a row to the 200-day MA. A bounce here makes sense - markets never move in straight lines. If anything I’m eyeing short opportunities in AI infra if we get a 1-3 week rally into key levels - $SNDK $VIAV $BE $CIEN $CRWV $WDC $STX etc

BearishCRWVCoreWeave, Inc.CoreWeave, Inc.CIFRCipher DigitalCipher DigitalCLSCelesticaCelesticaNBISNebius Group N.V.Nebius Group N.V.VRTVertiv Holdings, LLCVertiv Holdings, LLC

1w ago on

Clip from yesterday's @RevereAsset daily video: Many of the last cycle's biggest leaders are in stage 4: NBIS, CIFR, VRT, CRWV, CLS. Some consumer names are working. It's a hostile market with tape bombs from earnings, so be careful and size lower. Charts by @deepvue https://t.co/QLvPIA5Zx0