U.S. Stocks bStocks Radar
Macro first: Nasdaq futures +0.60%, VIX 15.3, and 10-year U.S. Treasury yields around 5.28%. The broader market backdrop looks somewhat warmer tonight, with risk appetite recovering, but we still need to see whether trading activity broadens.
Main trading theme: Money is moving first into the SpaceX AI tech theme. The first thing to watch is whether trading volume in this theme continues to expand.
$SPCXB had the most active premarket trading, with buyers already stepping in early. The price is near its 24-hour high, and volume is also solid. Turnover at elevated levels is more worth watching than the percentage gain.
$SNDKB has yet to show a premarket recovery, so don't mistake a low price for an opportunity. Premarket volume is still there, but don't focus only on the buzz—the subsequent direction will determine whether the move can continue.
$TSLAB showed premarket strength, but check for support before chasing. Volume remains elevated, and the market isn't cold, but the risk-reward profile is already different from that at lower levels.
Macro first: Nasdaq futures +0.60%, VIX 15.3, and 10-year U.S. Treasury yields around 5.28%. The broader market backdrop looks somewhat warmer tonight, with risk appetite recovering, but we still need to see whether trading activity broadens.
Main trading theme: Money is moving first into the SpaceX AI tech theme. The first thing to watch is whether trading volume in this theme continues to expand.
$SPCXB had the most active premarket trading, with buyers already stepping in early. The price is near its 24-hour high, and volume is also solid. Turnover at elevated levels is more worth watching than the percentage gain.
$SNDKB has yet to show a premarket recovery, so don't mistake a low price for an opportunity. Premarket volume is still there, but don't focus only on the buzz—the subsequent direction will determine whether the move can continue.
$TSLAB showed premarket strength, but check for support before chasing. Volume remains elevated, and the market isn't cold, but the risk-reward profile is already different from that at lower levels.
