May. 9 at 8:37 PM
We’ve already caught some massive moves:
$AMD,
$NVDA, AMZN, GOOG, BABA, BIDU, ASTS, HIMS, SHOP, NBIS, CIFR… the tape has been rewarding trend + narrative alignment.
Now the question is where liquidity rotates next.
Watching
$ZETA as the AI-driven marketing/data layer — still underappreciated if ad spend re-accelerates.
$ETH.X remains the macro liquidity proxy for risk appetite in crypto beta cycles. SE + GRAB sit in the “SEA consumption + super-app” re-rating zone if macro stabilizes.
Then there’s the “reset shelf”:
$NKE, JD, PYPL, NIO — all high beta laggards that historically move hard when sentiment flips from defense back to growth.
Market isn’t short ideas. It’s waiting for ignition. Once liquidity rotates, these names won’t move quietly
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