BullseyeGains
Nov 11, 3:40 AM
$AMAT $LRCX $KLAC $ASML $TSM
🔧 Chip equipment was red hot in June. On July 1 at 4 AM ET it went on our mass sell alert with Taiwan Semi and nearly all of AI hardware, and that call helped get us featured as the top trader in July according to the new Stocktwits MCP (see our pinned post).
🏦 Treasury yields jumped on Tuesday's hot inflation report, and tech took the brunt of it.
🧘 Our view: selling pressure is starting to wear thin, though equipment names will test your patience before this is over.
Since October 26, our
$100K model swing portfolio is outperforming SPY by about 28%, in just 12 trading days. See how we're doing it on our profile.
Good luck to all, trade your plan 🎯
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