10d • Kunal's Market Updates
Watchlist for Wednesday!!!
Two things today, both bullish: the semis kept roaring (SOXL +13% after Monday's +10%), and the robotics theme everyone's waited a year for finally caught fire. 🤖
$AMBA ripped ~28% ("physical AI pure play," $120 target). $OUST followed. $AMD is closing in on a $1 TRILLION market cap (Wells Fargo target to $615). And the one clean short: $CRCL got wrecked ~18% after Visa/Mastercard/Coinbase + 140 firms launched a rival stablecoin.
Today's issue has the full game plan — the chip leaders, the robotics names, HIMS on its FDA peptide catalyst, and the crypto short. Plus a real lesson on trading thin momentum names without getting eaten by the spread.
Question for the room: are you trading the speculative robotics movers, or sticking with liquid leaders like $AMD? How are you playing it? 👇
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Watchlist for Wednesday!!!
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