Sharing high-conviction setups. Swing Trader. Truly passionate about the stock market.
Joined August 2021
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Here are the exact tickers I’ve been watching across these sectors, with a focus on higher timeframes.
I’m sharing the list for free-feel free to borrow a setup or two. Just look for volume confirmation, add the names to your watchlist, and check the daily, weekly, and monthly charts.
Upside:
Consumer goods, services & beverages (monthly/weekly)
$KDP · $ABEV
Retail (weekly/monthly)
$WMT · $COST · $HD · $ORLY
Energy & oil
$XOM · $USO · $RIG
Apparel & footwear (monthly)
$LULU · $NKE
Hotels & REITs (monthly)
$HST · $ABNB
Cruise lines
$RCL · $CCL
Defense (weekly/monthly)
$LMT · $RTX
Transportation (monthly)
$LYFT · $UBER
Boring software names (daily/weekly/monthly)
$XYZ · $TOST · $NOW · $CRM · $INTU · $ADBE · $SPOT · $FIG · $GTLB
Healthcare (daily/weekly/monthly)
$MRK · $LLY · $UNH · $PFE · $NVO
Downside:
AI and semiconductors: You know the names you’re watching in these sectors. Pull up the charts, and you’ll see how rough they look.
Looking for opportunities during the tech sell-off? Here’s what I’m watching 👇
As AI and semiconductor stocks cool off, I’m tracking sectors that could attract investor interest:
• Consumer goods, services, and electronics
• Retail
• Energy
• Apparel and footwear
• Hotels and cruise lines
• Oversold software
• Small-cap healthcare
• REITs
I’m focusing on businesses people can see and use while gradually rebuilding my positions in tech, AI, and memory stocks.
Follow along for more posts and charts on these sectors.
Good luck chasing AI names on every short-lived bounce.
I’m seeing the same narrative repeated across X, with people constantly pushing AI stocks as buying opportunities every time they bounce or experience another dip.
Who knows how heavily they're invested in those names or how deep underwater they actually are.
Let me say this for the 100th time:
Without a proper reset, a solid base, and genuine accumulation, a breakout is not a breakout worth chasing.
After the kind of drawdown we’re witnessing in AI and semiconductors, these stocks need time to repair their technical structures. They need to digest the selling pressure, rebuild support, and establish a new foundation.
A few green candles or a relief bounce do not mean the downtrend is over.
Stop getting emotionally attached to your favourite tickers. The market doesn’t care what you own, what you paid for it, or how badly you want it to recover.
Stay objective. Follow price action, respect market structure, and let the charts prove the next move.
There will always be another opportunity. Somewhere in different sectors. I am already sharing the setups in those sectors since the start of October if you are following. You are quite Green in this sea of redness.
This is also a great time to be with the loved ones and focus on your other work and close the screen and check it once in a while. It will help a lot trust me.
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Some good reads I suggest if the past few weeks have been exhausting for you. 👇
I shifted my focus away from memory and semiconductors in mid-September. By the beginning of October, I was already seeing the first signs of the market starting to correct and reset itself.
I started looking across different sectors: consumer, healthcare, biotech, industrials, software, and small caps. I was looking for names showing relative strength, developing constructive structures, and setting up for potential moves. I’ve been putting those names in front of you almost every day since the beginning of October.
You could say I was preparing for what was coming.
I also gave you some excellent short opportunities in $MU and $SPCX, both of which delivered returns of over 1,000% in just two weeks. More importantly, I laid out the technical direction and the levels to watch before those moves unfolded.
Now, here’s what I want everyone to understand.
The structure has been broken.
Without a proper, healthy base and an extended period of consolidation, I don’t expect to see the same explosive 100% moves across memory and semiconductor names anytime soon.
Yes, it’s becoming increasingly difficult to remain bearish when many individual names have already experienced 40-50% drawdowns. But don’t confuse a bounce from major support with the beginning of a new uptrend.
I want to see these names reclaim key levels, stabilize, and start building constructive bases. Those bounces could be part of that process, but base formation takes time. Supply needs to be absorbed, sellers need to exhaust themselves, and buyers need to demonstrate sustained demand.
Here’s what I’d actually like to see going forward:
The broader market regains strength and continues trending higher.
Capital starts rotating into sectors that have been holding up or developing fresh setups.
Memory and semiconductor leaders spend time consolidating, repairing their technical structures, and building new bases.
Eventually, we see leadership broaden rather than relying on a handful of overcrowded AI and semiconductor trades.
To me, that’s what a genuinely healthy market looks like.
We don’t need every sector moving higher at the same time. We need rotation, participation, and constructive price action across the market.
Remember: the objective isn’t to catch every bounce. It’s to identify where the next sustained opportunities are developing.
Sometimes the best trade is recognizing that the previous leadership needs time to reset while the next generation of leaders starts building underneath.
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Nitran 👑 retweeted
I already gave you my ideas with tech being red. Now due to political issue; not sure if AI trade will still greatly benefit but one thing is sure, non AI trades are setting up nicely and have been moving from these past weeks
Focus on them and stop letting your emotion control by few 👇
I have seeen it early; I have stopped posting about Ai memory names and it’s been over a month since
Looking for opportunities during the tech sell-off? Here’s what I’m watching 👇
As AI and semiconductor stocks cool off, I’m tracking sectors that could attract investor interest:
• Consumer goods, services, and electronics
• Retail
• Energy
• Apparel and footwear
• Hotels and cruise lines
• Oversold software
• Small-cap healthcare
• REITs
I’m focusing on businesses people can see and use while gradually rebuilding my positions in tech, AI, and memory stocks.
Follow along for more posts and charts on these sectors.
$MU is setting up for a short again.
On track to buy my first share at $560.
I'M BUYING MY FIRST-EVER $MU SHARE AT $560.
I've laid out both the scalp long and short opportunities in $MU since October 23. The price action played out.
Now, here's my next move.
$MU is significantly extended from its key 8/21-day EMAs. It will retrace back to retest the bear flag formation, followed by another breakdown.
I'm watching $560 as my next major level. That's where I'll be buying my first-ever $MU share for the long term.
No predictions. No emotional attachment. Just a level, a plan, and execution.
If I'm wrong, I'm wrong. That's part of the game.
NFA.
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432
Nitran 👑 retweeted
$FLY up 60% from the support
These aerospace and defense stocks are down nearly 72% from their highs. They were among the first groups to weaken as the broader market theme shifted.
Now they’re approaching major support zones, where a bounce may be setting up.
$AVAV — Monthly
Down about 72% from its highs. It has reached a major support zone, and I’m watching for a potential bounce.
$KTOS — Monthly
Down about 72% from its highs. It has pulled back to a key breakout retest level and a broad base. I’m watching for a possible bounce.
$ONDS — Monthly
In a similar support zone to its peers, making this an area to watch for a potential bounce.
$FLY — Weekly
