⚠️ QQQ was only down 0.12% today. But underneath: ARM reversed from 270. AAOI down 50 off its high. FSLY down 40%. AMPX beat earnings and still got punished. The hot names are cracking while the index hides it. Bull market isn't over but the red flags are stacking. Full watchlist — FLNC, HIMX, ZM, NVDA, BIDU, plus shorts on TOST, HUBS, CRWV. Tomorrow is 0DTE Friday. https://thebullsheet00.substack.com/p/the-hot-names-in-the-stock-market