Jul. 22 at 3:27 PM
Portfolio Update — 07/22 Watchlist
Current holdings:
$CRWD
$DAVE
$NAVN
$XMTR
Semiconductors bounced strongly yesterday, but I stayed patient and did not chase.
A lot of names are still trading below their 50SMA, and the broader setup hasn’t given me enough confirmation to turn aggressively bullish yet.
Asian markets weakened into the close, so today’s price action matters.
Also watching
$GOOGL earnings closely- the reaction could set the tone for the next move.
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