This market didn't need NVDA for months and it showed. The rally ran wide, other parts of the AI trade carried it, and the tape found plenty to hold onto. NVDA stepped back and the market went without it. But I think Wednesday night changes that. This market has been stalling, sitting right at the edge of where it either breaks higher or rolls over. NVDA's print is the push. The print itself is not going to tell you anything. Four quarters in a row NVDA beat expectations, so the beat is already priced in. It's how the market reacts to the guidance that gives you the read. Keep Reading Does the market rally on the news and hold it through 10:30? That's the only thing I'm watching Thursday morning. By 10:30, the initial reaction has had time to settle, and if the rally is still holding, the tape is

═══════════════════════════════════════════════ I Need a Couple More Days The SPY broke out of my channel today on a Trump tweet. At 3:00 pm, Trump posted that he was holding off on the planned military attack on Iran. The market ripped. The candle popped right out of the perimeters I have been using as my channel, and it closed outside. This is concerning, absolutely. But it is one candle, and one candle is not enough. It's so funny how Trump at 3:00 decided to do this news. A lot of stuff happens during the start of the hour, and this is one of the reasons we push the fuse trade back to 3:15. I'm not kidding when I say we've seen this before. We could wick right back up into the channel, and the traders who flip bullish on the first candle get their money taken by the same chart a couple

I am, embarrassingly, becoming a bit of a Palm Beach socialite. The Cigar Lounge is where I make my network now, and the people who hang out there are not posting their portfolio on TikTok. They are the ones whose decisions move companies before any of us hear the name. One of them dropped Cerebras (CBRS) on my radar before the IPO was public, and my radar started going off the moment I heard. I got the allocation, watched it open, took my double right into the rip. I am still holding a piece. Of course I am. But I covered most of the gain because I am not greedy and I knew exactly what was coming next. What was coming next… Most IPOs rarely rage, it takes weeks sometimes months for them to find their footing. Look at META, UBER, and the list goes on. Of course, the market