📈 Market Dynamics & Trading Plays

  • $USAR buying thesis: Buying at $22, after a 45% post-sell-the-news drop, is justified, contrasting with the ease of buying at $40 during FOMO 引用[1].
  • Market breadth remains resilient: Despite index volatility and selling, more NYSE stocks are above their 200-day and 50-day moving averages today compared to yesterday 引用[2].
  • $AAPL long entry: Initiating a long position on $AAPL 引用[3].
  • $MSFT dip-buy target: If $MSFT hits $400, it’s a clear buy, already at its first dip-buy level 引用[4].
  • $MSFT oversold bounce: Observing an oversold bounce in $MSFT, requiring a nimble trading approach 引用[5].

🏛️ Political & Regulatory Insights

  • $IREN disclosure implications: Rep. Dale Strong’s purchase of $IREN marks his first stock buy in three years, occurring days after Congress advanced a major appropriations bill focusing on energy dominance, critical minerals, and nuclear power—committees he oversees 引用[6].