Sep. 4 at 11:50 AM
Watchlist:
$CIFR $USAR $ELF $FIGR
$CIFR — Constructive above
$16.50. Watching
$17.50 →
$18–18.25. Break
$18.25 and
$18.75–19.15 comes into play. A real HPC/generation deal could quickly reopen
$19.60–21.15.
$USAR — Longtime sovereignty play. Rare-earth tension heating back up with reports of some Chinese suppliers halting U.S. shipments. USAR also just completed the Serra Verde combination — thesis getting more interesting.
$ELF — Strong momentum and noticeably more consumer/media buzz versus higher-priced competitors. With money rotating back toward tech, watching for ELF to fade enough to offer a cleaner re-entry.
$FIGR — Quietly strong. +9% yesterday and holding green premarket after reclaiming much of the recent selloff. Watching to see if momentum sticks above the mid-
$30S.
Good mix right now: power/AI infrastructure, U.S. critical minerals, consumer growth, and fintech.
