SamuZai
The Rock Trading #TRT
The Rock Trading #TRT

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Semis

Story of the morning so far, semi names still getting hammered including $NVDA $AVGO $DELL $SMCI what was really hot names just two days ago, now taking a backseat. As of this morning $MSFT has reclaimed the #1 largest company by market cap while $NVDA and $AAPL is in a dead heat at 3.22T each. $MSFT did print a hammer yesterday something worth watching today as money is rotating for now anyways - out of Semis. But I believe there's a dip to buy on $NVDA at the 126 area.

$SPY performed Ex-Div so now we are lower our targets back to 550. Quad Witch today, with XLK rebalancing. Stay patient!


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