Trade Updates Today
Energy has that “Look At Me” vibe as Growth rotation peters out.
WGMI Bitcoin Miner/Data Center hype plays are nicely rolling over: CRWV, NBIS, LEU, OKLO, CIFR, WULF, IREN, SEI, BE, VST, CEG, TLN, DELL ... etc
NatGas is still lit - nice continuation in rec’d EQT. Check out EXE too.
Refiners are still nice swing longs for months now: VLO, PBF, MPC
EV is making our month - RIVN since 13.88 trigger last week hit 18 today! And XPEV since 23.62 is now 28!