US stock market in rotation mode.....

 US stock market is going through " rotation cycle " on a daily basis...

Perfect environment for swing trading....

This gives time to everyone to figure out which sectors will do well in 2026....

ETF may be a better way to benefit from 2026 stock market....

US stock market is broadening out " big time "

2026 will not be a year of MAG 7 @ all

That theme has been played out and should " underperform 2026 "

SO

Lot of adjustment to be made in our trading style going forward....

Here is how my last week ended :

Last week UP 2.47%

YTD         UP 47.60%

Here is my portfolio weighting on 66% exposure :

AMD        45.98%

AAPL       42.76%

CRCL      11.26%

BLOG does NOT give buy or sell.

Saleem

Sold GDXJ @ $95.00.....

 Sold GDXJ @ $95.00.....

BLOG does NOT give buy or sell.

Saleem

US stocks got MOJO.....

 US stocks are entering a " major momentum " which may propel this market higher & higher....

Too many have missed this rally and ARE feeling left out......

FOMO taking hold....

All the talk about this market has peaked....are missing from CNBC....

All the talking heads are choosing their words carefully.....

Many are using words like " Financials & Rotation " as new thesis.....

When Financials move...you can tell lot of room left for Technology ideas.....

SO

Stick with AI, Quantum & techs in general.....

Tech ETF is a great idea.....

Time to get behind this huge rally.....

Here is my last week results :

Last week UP 5.12%

YTD          UP 45.13%

Here is my portfolio weighting with 89% exposure.....high concentration:

GDXJ      35.34%

AAPL      30.74%

AMD       24.47%

CRCL       9.45%

BLOG does NOT give buy or sell.

According to AI based tabulation by Feedspot

This BLOG has been described as " 100 best Stock Blogs and Websites in 2023 for Stock Traders "

This BLOG is featured on lists of recommended stock market blogs....AI

Now getting as high as 9000 daily visitors to this BLOG.....since 2006....

Saleem

Sold SHOP.TO @ $204.00....

 Sold SHOP.TO @ $204.00 in Toronto....

BLOG does NOT give buy or sell.

Saleem

US stocks momentum driven on rate cut....

 US stock market is in high gear momentum on AI, Quantum & rate cut nirvana....

Cannot ask for better September when stocks were suppose to tumble based on historical stats, REVERSE is happening....

New all time highs on a daily basis....

New all time highs begets more highs as FOMO takes hold...

Perfect trading environment where ROTATION is in HIGH GEAR...

Here is how my last week was :

Last week UP 1.80%

YTD          UP 40.01%

Here is my portfolio weighting based on 95% exposure :

AAPL       27.51%

AMD        23.08%

SHOP       22.69%

GDXJ       18.99%

CRCL         7.73%

BLOG does NOT give buy or sell.

Saleem

Sold SLVU @ $44.25.....

 Sold SLVU @ $44.25 in Toronto.

BLOG does NOT give buy or sell.

Saleem

Sold GOOG.NE @ $39.00 in Toronto....

 Sold GOOG.NE in Toronto @ $39.00...

BLOG does NOT give buy or sell.

Saleem