Markets are still rotating within a broader bullish cycle framework, but leadership is becoming more selective.
Instead of chasing strength, I’m focusing on three things only:
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Trend structure (Bull Cycle integrity)
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Flow (options / positioning signals)
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Key support zones (where buyers historically step in)
Here are 4 names currently on my radar:
1. $IREN Ltd(IREN)$
If you own or trade $IREN
It is trading at what I see as a discount and my Bull Cycle framework still points higher.
2. $Rocket Lab USA, Inc.(RKLB)$
If you trade $RKLB
Someone loaded about $2M in call options today, which is very unusual flow.
3. $Amazon.com(AMZN)$
If you trade $AMZN
We’re pulling into a key support zone and my framework is flagging a potential bullish setup.
4. $NVIDIA(NVDA)$
If you hold $NVDA and this 15% pullback has you unsure what to do
I walk through why my Bull Cycle criteria are still in play, the levels I’m watching, and what would actually tell me it’s time to stop buying this dip.
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