cvotrades

$NOW $ACN $APPN $WDAY
Defense Sector/Software companies look really good for next qtr/year

$MRVL sweeping July High was not ideal.
$157 is my first target
$138 then $100 (extreme)

$NQ feels pretty obvious

$NBIS
This will be on my radar whenever $Q bottoms
Some nice weekly targets:
$145
$107
$73
Personally I like bids from 132-145

Q4 is historically bad for risk assets.
Q2-Q3 usually provides the smoothest best runs
This cycle is a little fucked/tricky atm because they combined M/D phase end of March
My best guess is that the top is in for the year. Let things setup for 2027

$MU
Looks pretty top heavy here.
Levels of potential reversals: $739 $608 $365 (extreme)

Lots of photonic names look ready to fall off a cliff...
$TSM $KEYS $ANET $LITE

$NQ $Q
Just chill, don't buy top of range

$NQ $NVDA $SPY
Would you buy ?

$ARM
V shape reversal at PMH is NOT what you want to see
Interest at $219