This is the importance of being in the right themes. Rare earth stocks like $MP $USAR $UAMY $CRML all showing relative strength while there’s a broad based sell-off after Trump signals possible countermeasures against China.

There aren’t as much clean setups as well.

Haven’t been gaining traction in my recent trades as compared to the ones I took in early September. This tells me that I should not be as aggressive in longs especially when the market is this extended.

Added more to my existing position in $MP. Unfortunately didn't enter the position size I wanted due to a lack of buying power.

Bought $HIMS & $CRWV as well today. The weekly chart of $HIMS looks fantastic. Volume on of the base is drying up. The price is surfing the 10 and 20 day as well. $CRWV looks great too. Lower selling volume vs buying. Set a stop on the prior day low for both names.

Entered a position in $CRCL Got stopped out the first time before the large breakout occurred on Oct. 1. What made me enter today was the setup on the intraday. Lower selling volume compared to the buying volume. Risked 0.5% for this one.

$CRWV Liking how the price is acting. Surfing above the 10 & 20 Lower selling volume vs buying volume. Looking at the 139 - 140 level for a buy.

Breakouts are failing a lot more now that the indices are at their ATHs. For now, I'll just be tracking stocks with RS vs the index and do pilot buys using a lower risk per trade %. Will only enter trades when high RS stocks breakout as the index moves up as well.

Poor trade today on $POET. Solid entry but poor trade management on my part. Setup: HVC Risk: 0.2% (adjusted lower than my usual 0.5% risk per trade) Entry: ORB Mistake: Didn't move my stop to BE when the trade already became profitable. I let the price hit my initial stop.

$RKLB sold 1/4 of my position into strength today. Will trail the remaining as I have a pretty good cushion on this thing.

Monitoring the optoelectronics industry, especially $POET and $AAOI . Current processing speeds of data centers struggle to keep up with AI demands. To overcome this, these companies are engineering optical transceivers to speed up data by converting electrical signals to light.

Is it just me, or does $BMNR look like $AMC back in April 2021

$ZEPP at make or break levels today. A breakout quarter in its earnings and sales due to compelling new AI-enabled devices, unlocking new consumer segments (especially women’s health), aggressive U.S. expansion, and better distribution channels.

$NNE looks very attractive at the current price level albeit underperforming the likes of $OKLO & $LEU

Risk Management: Entry: 1.46 Risk for the trade: 0.5% Sell Rules: * Since the price is above my entry already, set the stop at breakeven to protect profits * Sell 25% of position into strength when ATR from the 50 MA > 10

Entered a position in $TLRY. Reasons: 1. Setup: Catalyst-driven EP (Trump endorses cannabidiol for senior healthcare). The entry could've been better, just a little late on the ORB 2. Theme: Because of the catalyst, the cannabis sector is poised to be an emerging theme.

$KC Cloud computing company in China that partnered with Xiaomi and is currently building a massive base.

Sucks to get shaken out of $CRML but oh well the plan is the plan..

I need to set rules on how I should sell into strength. For example, $RR went up 100% in a span of a few days. It’s bound to have a sharp correction, so I should have been trimming my position into strength when the momentum was ongoing.

Wow my growth portfolio got hammered the past 2 days. Decided to trim some of my positions as prices fall below the 10D EMA $RR $AMPX Sold $CRML at Breakeven Sold $RCAT at a 0.75 R loss (went beyond my 0.5 R stop loss) Still need to hone my exit strategies more.