A meaningful move in Technology today but one which creates a tricky short-term process for those that had derisked.. and while some stocks look quite good here technically, many of the Memory & Semis maintain bearish weekly momentum which will take time Both $TNX and Crude have to be watched carefully headed into 8/12-14 as uptrends could certainly kick into gear for both which have been tailwinds for risk assets in recent weeks. In my video tonight, i discuss a strategy for the best way to attack Tech for those who care. Below is #IBD# Equal-weight Technology ETF I'll be doing my monthly call on Thursday this week which comes at a timely period and encourage clients to join @marketsurge @IBDinvestors #ibdpartner#

Sometimes, its a good idea to flip $BTC inverted. Different perception. Do you see any major players building long positions here, or do you think they’re more likely to derisk? I would rather go with the second option.

Hedged my BTC spot holdings here, because 1. I'd rather invest more in tradfi tech stocks than crypto after BTC does a 100% pump, I need to derisk my portfolio a bit. 2. after Binance delists the QLC it makes no additional noting incentive for me to hold a large amount of BTC

$SIVE announces a $3.4M development program with SemiNex! For CPO, DFB laser arrays, and optical amplifiers. Early production is targeted H2 2027 (in line with early scale up CPO timelines) Seemed weird to me at first given product overlap, since SemiNex is a much smaller Series B company... But then I got reminded of a less explicit version of $SPCX + Cursor relationship (derisking by working together first). There's probably something interesting Sivers found in this company.

There we go, White House finally invests in more breath in critical minerals/materials. Amazing policy move, as a TLDR: - $WWR receives $25M (graphite) - $SRL (ASX) receives $400M (Scandium) - $FEAM receives $8M (Boron) - $HREE receives $4.8M (magnet rare earths) out of the public companies. With more private investments from $150 million into Niron Magnetics or $85 million into Standard Bauxite. It's literally spare change to the US gov, for ENORMOUS amount of downstream applications. More should be done with funding amounts to accelerate development and derisk supply chains (don't own any of the above, just support the policy move), but great announcement.