🚀 Semiconductor Sector Outlook

  • $AMD has rallied to $250, with a projected upside to $280-300, but the entry window is now closed. 1
  • $INTC shows strong momentum, up 37% YTD, validating a long-term bullish stance. A dip buying zone will be shared soon. 4
  • Remaining bearish on $INTC is counter-trend, as the stock defies initial apprehension at $39 and continues to climb. Lip-Bu Tan’s leadership is drawing comparisons to Lisa Su, signaling significant upside. 6

📈 Market Timing & Strategy

  • $SPY and $QQQ are testing yesterday’s highs and 50MA, then pulling back. Traders should be selective or patient, maintaining nimbleness. 11
  • Missing the China trade will lead to regret; it’s a foundational investment opportunity. 12
  • $QQQ is consolidating within its daily 50MA and 100MA range. 13
  • The S&P 500 shed -50 points, wiping out most of the day’s gains, confirming a “Wednesday reversal” pattern. 17
  • The Nasdaq 100 plunged -1.5% in 45 minutes, validating a “Wednesday reversal” playbook. 22
  • Avoid the “just one more trade” fallacy; it routinely turns green days red, a consistent market behavior. 23
  • “Earth closing is a great time to be buying stocks,” a contrarian signal known as the “Magazine Cover Indicator.” 25
  • Retail investors frequently engage in gambling: over-leveraging, going all-in on meme stocks, and panic selling at market lows, contrasting with value investing. 26
  • For geopolitically-driven downturns, avoid chasing the bottom. Patience and holding cash until a clear trend reversal are prudent. 28

🤖 AI & Robotics Ecosystem

  • In the 2026 humanoid robot landscape, $PLTR and $PATH are the traffic controllers. $NVDA, $AVGO, and $QCOM serve as the core engines for sensing and acting. 24
  • $AVAV, $ONDS, $RCAT, and $UMAC are constructing the UAV drone fleets that feed into this broader ecosystem. 24

🌍 Geopolitical & Market Reactions

  • Geopolitical events (“Greenland”) are triggering a broad sell-off across diverse sectors, including space, healthcare, drones, energy, and compute. Notable declines include $ASTS (-12%), $KTOS (-10%), $UUUU (-10%), $EOSE (-9%), $PL (-9%), $IREN (-8%), $ONDS (-8%), $HIMS (-8%), $CIFR (-7%), $AVAV (-7%), $OSCR (-7%), $NBIS (-6%), and $RKLB (-6%). 27

📊 General Market Insights & Risk

  • High beta plays are seeing a broad sell-off. 20
  • The primary market risk stems from excessive confidence in “taco.” 21
  • $AAPL is at a critical inflection point, relevant for both bullish and bearish theses. 18
  • New investment themes and trade ideas are actively being explored. 7