Today’s the big one — the Fed is expected to cut rates by 25 bps, but the real story will be what they say about 2026. That ambiguity could produce strong swings, so we’re in a justify-or-exit environment.
Here’s where I’m watching:
- Tech / growth / AI-related stocks — rate cuts = cheap money → re-risking could favor momentum setups.
- Industrials / infra names tied to AI/data centers — with some popping early, keep watch for continuation.
- Volatility names & catalyst plays — high-risk/high-reward entries might show up if the Fed disappoints.
Plan: Risk small, size smart, use structure (RVOL, support, defined stops).
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