Good afternoon Team,
Context: These setups should always be evaluated through the lens of your overall portfolio risk parameters.
The big YTD winners are SOXX semiconductors and IGV Software and BLOK blockchain technology stocks.
On the 1-month timeframe, MSOS cannabis stocks are the standout by far. The IGV software theme is picking up steam as well, and most of the trade setups I am seeing in the market are in this group.
On the 1-week timeframe, MSOS cannabis and XLE energy are leading.
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