Samantha's RECORDED Live Trading Room - 1/28/25

With #LTR Notes - by Samantha, Rithika and Mikey

Samantha’s Live Trading Room Summary - 1/28/25

What were the 2 stocks I liked best from my weekend post? AAPL & BABA. Yeah, that worked. AAPL ran $14 since open Monday & BABA $10 since Friday callout.

So did the #1 sector rotation I highlighted live & in follow up market thoughts & live trading room notes: IGV.

NOW, PLTR, SNOW, NET, MDB, CRM, HUBS, TEAM, CRWD, CFLT, ESTC, DDOG, DOCN, DOCU, GTLB. Highlighted have been my faves within IGV since last Sept/Oct as posted/updated under #swing.

AMZN, EBAY still working higher. Archna highlighted SHOP today. I agree!

NVDA, SMH getting defended - as posted Mon: “NVDA and SMH likely get defended soon - as soon as Trump realizes he has to. “ Although, better/bigger support resides at 113/231 respectively.

REMINDER: Live Trading Room This Week:

• Fed Day I will run a triple session: morning trading room from 9-10 and FOMC session 2-3 before Hans and I meet for our Wednesday Macro-to-Micro OPTIONS Power Hour at 4PM.

• Friday and Monday I will be travelling. Archna and Rithika will present both mornings and take your questions in live Zoom Q&A!!!