Apr. 23 at 8:17 PM
Semis still lead the tape today with strong upside, but many names are now extended after the recent run. Risk/reward is fading fast, making new entries tougher. Watching
$TXN $ARM STM MRVL ON for pullback setups rather than chasing.
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Oil & Gas is trying to base and shape up again, showing early constructive price action but still needs follow-through to confirm a real trend. Keeping an eye on
$MTRD $DNN VIST for continuation strength.
Solar names are catching surprise bid out of left field once more, but volatility remains high and conviction still mixed.
$SEDG NXT on watch for whether this is real rotation or just another fade.