Today in Focus: QS, WST about the best of it…

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Market Condition: Bullish momentum continues, Breakouts continue to follow through.

Commentary: Some bigger cap stocks with nice breakouts and continuations yesterday. Very hard to not be in full bullish mode right now. Positions continue to work for the patient. Try not to choke trades and give room for winners to win. This is the moment to not pick things from the bottom or not to try to be too smart.

QS has an AI Theme Pivot going on. I took some after hours last night but felt I would get an opportunity for a proper position after more research. The Daily is fine but weekly is only average. High short interest story stock that are tapping into the 800V DC Theme with NVTS and others. Coming right up to $10 here though so while it’s probably the best thing I see today that is a fast mover I’m not blown away.

WST had really strong earnings. I’d look at that on a $300 U&R. Better on weekly than Daily. GLP-1 beneficiary showing strong growth in all areas. Strong surprise and has been sideways since 2021.

The Marijuana theme is also running but I’m really skeptical of any follow through. Worth monitoring for a delayed reaction on MSOS if you’re interested and the sector get’s some inflows.

I’m content to manage existing positions here. We haven’t had a blow out earnings candidate yet but I’m confident we will.

Current Positions: RKLB, TH, BE, DELL, HOOD, NVDA, SWBI, RVMD, PL

Delayed Reaction Watchlist (TradingView Link)

_{Note: This is my methodology for identifying stocks in play. There are many valid approaches to trading catalysts—find the setups, timeframes, and risk parameters that align with your strategy.}