Kunal Desai

Next week look ahead: Bottleneck bulls praying for a bounce. - $XLK sees a 4.9% down day Friday with $INTC playing a big role down 28.5% - Earnings reports have not been friendly to growth these last few sessions. $FTNT $NOW $GOOGL $SNDK $INTC $TWLO - $WGMI continues the horrible run down 37% over the last month. $NBIS $CRWV $CIFR $IREN $HUT. But I continue to read how important these names are to the AI buildout, coincidently institutions are dumping them at an alarming rate. - $FOTO $DRAM $EUV $SMH also lead the market lower on Friday. These groups are your AI trade! Can we see a bounce? Yes. With a bounce, would these charts still be broken? Yes. - $XOP $XLE $OIH continues on as one of the best groups in the market $XOM $LNG $CVX $AR $VLO $APA $OVV. Easy to argue that the strongest charts are still in energy. - $XLV another leading group over the last month with $LLY $JNJ $ABBV $GILD $PFE all trading out to highs. I don't want to own healthcare names but is this is where institutions are piling into - $XLP another leading group. Similar to the healthcare group, tends to be considered defensive. Not somthing I NEED to try and pile into but $WMT $COST $MO $KO are trading well. - After the major move on Friday there is no way to chase shorts here. Be patient for growth names to shape up if that's your bread and butter. - If you want to short you should wait for pushes into declining moving averages. - If you want to play a bounce, make sure servral names within the group are acting well before consistently buying the first 5min green bar. - Lets see what next week brings

Aidan Hutchinson vs. Kyler Murray tomorrow

$SNDQ big focus today.. first pull on the inverse of $sndk we do it. if its later in the day i 0dte $sndk on the puts if we get a location

The ranking members of the House Judiciary and Oversight Committees have written a letter to President Trump asking whether he has been soliciting advice from Grok in order to help carry out his official duties as President of the United States. They also demanded that he preserve any prompts sent to Grok, ChatGPT, Claude, Gemini, and Perplexity, as well as outputs in response to those prompts, that were 'submitted to AI chatbots in carrying out your constitutional, statutory, or other official or ceremonial duties.' The letter was provided by Politico.

Josh Jacobs is a fucking disgusting human being. Acting like he was getting handcuffs put on him after he was literally arrested for domestic violence is disgusting. Just the worst celebration possible man.