After-hours bounce hitting different. Here's what actually matters:
$NVDA bouncing off lows, watch 227 resistance (20MA). If it holds, we're back in play.
$TSM needs to reclaim 434 (50MA) or it's just noise. Only semi not completely falling apart rn.
$AMD back above 539 (50MA). If it sticks, 602 (20MA) is next. Clean setup if it doesn't rug.
$UNH and healthcare printing while tech bleeds. Rotation into defensives is real. Less crowded, better relative strength.
$SMCI dragging $NVDA and $DELL up after-hours. AI server plays still have beta. Watch if momentum holds.
$MU bounced intraday but closed red. Buyers aren't stepping in yet. Don't force it.
$SNDK holding 200MA at 1221. Dead cat or actual bounce to 1598? Jury's out.
$DELL riding $SMCI coattails. Short-term AI infrastructure sympathy play.
$PLTR holding 50MA at 183 while growth stocks get slaughtered. Respect the trend if it holds.
$QQQ still under 50MA (726). Overhead supply is brutal. Maybe 2-3 day bounce, that's it.
$XBI absolutely ripping. Small caps + biotech carrying the bounce. If this and regional banks hold, we get legs.
$XLV making new ATHs while Nasdaq dies. $LLY leading, $PFE solid. Money didn't leave—it rotated.
$NBIS and $CRWV can bounce, but don't expect V-shaped recoveries. AI infra getting repriced. The indiscriminate bid is gone.
Money's rotating, not leaving. Healthcare > crowded AI plays rn.
$NVDA bouncing off lows, watch 227 resistance (20MA). If it holds, we're back in play.
$TSM needs to reclaim 434 (50MA) or it's just noise. Only semi not completely falling apart rn.
$AMD back above 539 (50MA). If it sticks, 602 (20MA) is next. Clean setup if it doesn't rug.
$UNH and healthcare printing while tech bleeds. Rotation into defensives is real. Less crowded, better relative strength.
$SMCI dragging $NVDA and $DELL up after-hours. AI server plays still have beta. Watch if momentum holds.
$MU bounced intraday but closed red. Buyers aren't stepping in yet. Don't force it.
$SNDK holding 200MA at 1221. Dead cat or actual bounce to 1598? Jury's out.
$DELL riding $SMCI coattails. Short-term AI infrastructure sympathy play.
$PLTR holding 50MA at 183 while growth stocks get slaughtered. Respect the trend if it holds.
$QQQ still under 50MA (726). Overhead supply is brutal. Maybe 2-3 day bounce, that's it.
$XBI absolutely ripping. Small caps + biotech carrying the bounce. If this and regional banks hold, we get legs.
$XLV making new ATHs while Nasdaq dies. $LLY leading, $PFE solid. Money didn't leave—it rotated.
$NBIS and $CRWV can bounce, but don't expect V-shaped recoveries. AI infra getting repriced. The indiscriminate bid is gone.
Money's rotating, not leaving. Healthcare > crowded AI plays rn.