11th February 2025

**Weekly Trend:**

**SPY:** :green_square: **QQQ:** Uptrend **XLE:** :green_square: **ARKG:** ::green_square: **IWM:** :green_square: 

**Current Themes on Watch**

AI Biotech (ARKG, RXRX, PRME etc) Weekly Trend: :green_square: 

Robotics (OUST, SYM, TESLA, SERV etc) Weekly Trend: :green_square: 

Energy (XLE, Natural Gas, Coal, Oil, Plug) Weekly Trend: :small_red_triangle_down:

China (KWEB, BABA, JD, BIDU etc) Weekly Trend: :green_square: 

**Names on watch for new entry or add (dependant on market)** 

$ARKG (BEAM, NTLA, PRME, RXRX)

**Names added/removed from In Focus List** 

None. (updated 10th Jan 2025)

**Daily Brief:** 

My thoughts remain the same as yesterday, patiently wait for China to play out and wait for the buy signal to add into Genomics.

I really like the robotics idea I’m just waiting for what I would consider a “fat pitch” in the sector. So far I’m yet to see one..

I still like the ATAT chart and MOMO, aside from that sitting comfy and waiting.

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