Focus on SMCI, ENPH, LLY, DOW, and NVDA. Mean reversion play: Long IGV / Short SMH. Maintain tight stops; VIX > 19 implies whipsaws. Monitor 10Y yield > 4.3%.

Maintain tight risk management as VIX > 19 implies whipsaws are likely. Consider defensive hedges via Consumer Staples (XLP). Monitor the 10-year yield; a break above 4.3% could signal a trend change."

The 3D Philosophy (why single-timeframe thinking keeps people stuck)