Monday takeaway: Patience through morning noise rewarded solid afternoon trend trades. #TradingRecap All content is for educational purposes only, not financial advice. Always do your own research. Trade responsibly.

No need to check pre-market news early today. 📰

Probably a surge in price for #SPCX on launch (no pun intended) Then a big pullback after the initial hype wears off, that likely finds a low near EOY aligning with the typical correction stocks get near the end of midterm years. Long term bullish on SpaceX regardless of short term price action. A lot of people have lost a lot of money betting against Elon Musk. I think supporting companies that are changing the world for the better is a good thing.

This dip is an opportunity to buy stocks in the data centre value chain: $AMD — CPU/GPU designer for PCs, servers, AI. Fabless via TSMC. $VRT — Power and cooling infrastructure for data centers. $ANET — Makes high-speed networking switches and software for cloud data centers. $MU — Makes DRAM and NAND. Key HBM supplier for AI. $NBIS — GPU cloud and AI infrastructure. Former Yandex spinoff. $VST — Power generation operator. Leverages data center electricity demand.

$RKLB Space / Satellite stocks were the hottest theme all of April, May, & June $ASTS $RKLB $RDW $SPCX are setting up for a big year Deeper pullbacks = Bigger opportunities Cleaner re-test of previous ATH & 50MA I am long here @ 99 for 130