谈风论水

$Lemonade(LMND.US)$Sea(SE.US)The chart patterns are quite similar, breaking out from the bottom. For choch, I still prefer to look at the weekly chart level.

$Xometry(XMTR.US)VCP two-stage contraction completed, waiting

$SoFi Tech(SOFI.US) has been consolidating very nicely, consolidating around $18, observing and waiting for a breakout.

$Arista Networks(ANET.US) yesterday's breakout volume was insufficient, it looks like a failed breakout. Consolidate around 180 for a while, waiting for the earnings season of various companies to play out at the end of the month before breaking out again would be better.

$Cerebras(CBRS.US) Technically, it looks like the decline has stopped, and volatility is starting to shrink. If it moves towards an ascending triangle pattern, the key is to see if it can continue to form higher lows effectively.

$Starbucks(SBUX.US) VCP is well-organized, a similar chart is $UPS(UPS.US). Stocks in the defensive sector might have a volume breakout on some day this week, it's a take-it-or-leave-it situation. For those with large tech positions, rather than reducing them now, it's better to just hold on. The turning point for tech and defensive sectors might have to wait until the end of the month when a few tech giants release their interim reports and hint that capex hasn't slowed down.

$Eli Lilly(LLY.US) $Robinhood(HOOD.US)hood can follow lly's lead

$SPDR FD Consumer Staples(XLP.US) The third contraction of the VCP is over, and we can wait for a breakout with volume. However, its breakout might mean the tech sector still needs to adjust.

$Robinhood(HOOD.US) After a four-month base breakout, the backtest was successful, the upward trend is still viable, and it can also capture the beta from capital rotation.

$Diodes(DIOD.US) higher lows broken, 50ema also broken, forced to close the position

$Arm(ARM.US) is the stock that made the most money this year 😮‍💨. It finally broke the higher lows. If the 50ema can't hold, it might be in for a long downward adjustment.

$Fortinet(FTNT.US)$Okta(OKTA.US)$Datadog(DDOG.US) Cybersecurity stocks are moving quite typically.

$FuelCell Energy(FCEL.US) Another piece of junk issuing shares at a high price, close the position to take profits

$Vistance Networks(VISN.US) Just need one catalyst

$Bel Fuse-B(BELFB.US)vcp breakout

$Starbucks(SBUX.US) has contracted twice, and there should be another round of contraction followed by consolidation. Watch out.

$Arista Networks(ANET.US) This VCP pattern is well-formed, patiently waiting for the rise-consolidation-breakout sequence.

$CHINA FEIHE(06186.HK)Whey protein raw material prices are rising, and the Irish company Glanbia's stock price has increased by over 50% year-to-date. Could this stimulate Feihe?

$Digi Power X(DGXX.US) Is it trying to break through again at this level?

The drone theme is moving quite smoothly, quietly rising from a low level.

$Red Cat(RCAT.US)$Ondas(ONDS.US)

$MongoDB(MDB.US)$Elastic NV(ESTC.US)$Snowflake(SNOW.US)

As the software infrastructure layer for the implementation of large AI models, Vector Database and RAG search have all delivered solid performance from the three companies in Q1.

$Vnet(VNET.US)$ZHONHEN(002364.SZ)$CATL(03750.HK) Boss Zeng finally showed his true colors, his gambling nature is strong enough. He's betting on the entire computing power industry chain, plus this round's strategic investment in DeepSeek, the DeepSeek Token Factory!

$Harmonic(HLIT.US) Thanks to Teacher Citrini for the pump, Let's pump!