To The Moon

$SPDR S&P 500 ETF Trust(SPY)$ Looking at the two recent corrections in late July and mid-September, both featured a 20 vs 10-MA death cross, with price action trapped within a descending channel. The message is pretty similar for the week; stay away from breakouts until the market decisively breaks out of its current channel/wedge which will coincide with the reclaims of both the 10-MA and 20-MA. This is not a market to force trades. But don't abandon the process. Continue diligently building your watchlist around relative strength in individual industry groups and leading names. No need to trade the market you have, but prepare for the market you want.

Software names make up the largest group among this week's 40 strongest-moving stocks, led by software infrastructure companies. 💻 Software – Infrastructure$Zscaler Inc.(ZS)$ $Zeta Global Holdings Corp.(ZETA)$ $Tenable Holdings Inc.(TENB)$ $SailPoint Parent, LP(SAIL)$ $SentinelOne, Inc(S)$ $Rubrik Inc.(RBRK)$ $Okta Inc.(OKTA)$ $Netskope, Inc.(NTSK)$ $Samsara, Inc.(IOT)$ $GitLab

Hi Tigers! 🐯 Here are this week’s strongest-moving stocks with over $100M in dollar volume, grouped by industry. Where is the action concentrated? 👇 💻 Software – Application$Atlassian Corporation PLC(TEAM)$ $Procore Technologies(PCOR)$ $ServiceNow(NOW)$ $Lyft, Inc.(LYFT)$ $Docusign(DOCU)$ $Salesforce.com(CRM)$ $Bending Spoons S.p.A.(BSP)$ 🛍️ Retail & E-Commerce

Today’s $Invesco QQQ(QQQ)$ price action has the look of a potential reversal, similar to the July 17 bounce. I’ve already taken three positions and am considering a fourth. But there’s a second scenario to keep in mind: the bounce could fade over the next 3–4 days, followed by a move below today’s low, much like July 23. The key is your timeframe and entry quality. If your setup offers a tight entry with a clear invalidation level, the opportunity may still be worth taking. If you’re trading a short-term bounce, chasing after the initial move can leave you exposed if momentum fades. Don’t confuse a reversal signal with confirmation. Know your holding timeframe, define the level that invalidates your thesis, and ask whether the market is still offer

$SNOW and $FSLY just joined the list after yesterday’s high-volume moves. We’re positioned. These are the 43 strongest liquid stocks on my radar this week, spanning software, semiconductors, energy, healthcare, financials, and more. 📊 FULL WATCHLIST BY INDUSTRY ⚡ Software — Infrastructure$Zeta Global Holdings Corp.(ZETA)$ $Tenable Holdings Inc.(TENB)$ $Palantir Technologies Inc.(PLTR)$ $Palo Alto Networks(PANW)$ $Netskope, Inc.(NTSK)$ $Samsara, Inc.(IOT)$ $GitLab, Inc.(GTLB)$

A quick scan of the strongest groups right now. 27 ETFs/groups have 1-month RS above 85%. The concentration is pretty clear: 🛡️ Cybersecurity$Global X Cybersecurity ETF(BUG)$ — Pure Cybersecurity Software$First Trust NASDAQ Cybersecurity ETF(CIBR)$ — Cybersecurity Software & Infrastructure 💻 Semiconductors & AI$SPDR S&P Semiconductor ETF(XSD)$ — Semiconductors Equal Weight$iShares Semiconductor ETF(SOXX)$ — Broad Semiconductors$VanEck Semiconductor ETF(SMH)$ — Semiconductor Giants$iShares A.I. Innovation and Tech Active ETF(BAI)$

Tough week. $Bloom Energy Corp(BE)$ , via $Tradr 2X Long BE Daily ETF(BEX)$ , came close to stopping out the final tranche within a single session. I also got stopped out of $Cloudflare, Inc.(NET)$ on T+2 this week. If you’ve been struggling with recent entries, you’re not alone. With a few exceptions like $P, this has been a difficult market for everyone. The important part is not avoiding every loss. It’s staying disciplined when the market isn’t giving you much to work with. Successful trading is never a straight line. There will be uncertainty, setbacks, mistakes, and periods when even good setups fail. Keep going. Learn from every loss. Adapt to the market. Shar

A strong mix of AI, semiconductors, infrastructure, defense, and high-growth names showing the strongest 1-month relative strength. 💻 Software $Palantir Technologies Inc.(PLTR)$ — Software - Infrastructure$Microsoft(MSFT)$ — Software - Infrastructure$Strategy(MSTR)$ — Software - Application 🧠 Semiconductors $Taiwan Semiconductor Manufacturing(TSM)$ $SK hynix(SKHY)$ $NVIDIA(NVDA)$ $Marvell Technology(MRVL)$ $Credo Technology Group Holding Ltd(CRDO)$

Sometimes the best trade is simply watching the price action evolve until the setup becomes actionable. $Bloom Energy Corp(BE)$ is a great example. Over the past few weeks, I’ve gone through 6 separate thought processes with 0 trades and 0 stop losses, while price continues to build and prove its resilience beneath the base. The bigger setup remains a potential 3-month-high breakout/retest, with the stock still roughly 20% below its all-time high. Here’s how the setup evolved: 1️⃣ Sept. 17 — Higher low + bullish flag A second higher low followed the Sept. 3–8 +25% flag pole, but the move came on low RVOL. Not actionable, and the breakout eventually failed. 2️⃣ Sept. 22 — Higher low rebuild $BE reclaimed the 10-MA after the Sept. 18 plunge and option

8 STOCKS HAVE REACHED 100% 1-MONTH RS The list is heavily concentrated in semiconductors and networking: 🔥 $SK hynix(SKHY)$ — Semiconductors & Semiconductor Equipment 🔥 $Lumentum(LITE)$ — Communications & Networking 🔥 $Marvell Technology(MRVL)$ — Semiconductors & Semiconductor Equipment 🔥 $AXT Inc(AXTI)$ — Semiconductors & Semiconductor Equipment 🔥 $Micron Technology(MU)$ — Semiconductors & Semiconductor Equipment 🔥 $Credo Technology Group Holding Ltd(CRDO)$ — Semiconductors & Semiconductor Equipment 🔥