Jun. 29 at 10:54 PM
WATCHLIST PERFORMANCE UPDATE
Momentum still doing the heavy lifting across semis + AI hardware names.
$TSM -10/16 500C +40% so far
$NVDA - 6/17/27 290C +10% so far
$AMD - 7/17 580C +125% so far (standout runner)
$DELL - 11/20/29 500C +15% so far
$BE - No trigger yet
Strength is concentrated, not broad. The winners are continuing to trend while weak setups never activate.
Stay patient, let structure print, and keep capital focused on the highest momentum names.