WOAH what a weekend.
Hope you all had a good one.
A few names I’m watching today are $NVDA, $TSM, $QCOM and $COIN.
$NVDA / $TSM still look like the core AI leadership names to me, but after such a strong run I’m more focused on whether momentum can stay supported by demand rather than just multiple expansion.
$QCOM is one I still think the market may be underestimating. If edge AI, auto and on-device inference keep building, it feels like there could still be room for a rerating.
$COIN is more volatile, but if crypto stays strong and stablecoin economics keep improving, I think it stays an important high-beta name to watch.
Main question for today: do leaders keep leading, or do we finally get rotation into laggards?
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Party time soon