Not gonna lie, it's getting really hard for me to stay super bearish here.
Too many quality charts still look ready for another leg higher.
Some setups catching my eye right now:
$Ichor Holdings Ltd.(ICHR)$ → clean flat base
$SanDisk Corp.(SNDK)$ → flags keep stacking
$Astera Labs, Inc.(ALAB)$ → another tight flag
$Acm Research Inc.(ACMR)$ → coiling hard
And honestly, the list keeps going:
UMC, MRVL, MU, TTMI, TEV, SEZL, CAVA, STM, CEVA, AMBQ, APH.
This doesn't feel like a market that's completely breaking down.
It feels more like rotation underneath the surface, while traders keep waiting for a bigger correction that never fully shows up.
Could we still pull back? Of course.
But when this many strong names keep building bullish structures at the same time, I have a hard time leaning aggressively short.
Something still feels bid under this market.
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