13th December 2024

**Current Themes on Watch**

AI Biotech (ARKG, RXRX, PRME etc) A lot of the Gene editing companies and any quality names that will likely be pushed in a “AI Biotech” hype move. We need a catalyst/event to get this ball rolling.

Robotics (OUST, SYM, TESLA, SERV etc) I am still researching the best play to play this and continue to search for names to add to the list.

Space (RDW, RKLB) once they have consolidated and breakout for the next leg higher. Names like RDW still remain cheap and in their early stages.

**Names on watch for new entry or add** (These names are often not ready yet)

$CRSP – Buy on daily extension which currently sits at under $43

$ATAT – Add on a break of $29.30

**Names to research:** (Random tickers that have appeared in my scans, It may be a new name or finding the reason for a recent move)

DDD (3D printing hasn’t moved in years, why is this popping), ZENA, ZJK, SBLK (What slapped the shipping sector and when does it become deep value), SOC, AESI (I want to know why this Oil & Gas IPO is so strong), SARO, BKKT, PDCO (why did it move),

** Daily Brief**

Names like DJT, AI and many other pumpy names look great on the weekly timeframe. Until these start to breakdown the market shows no signs of weaking. I have gone over 1,700 charts this morning and I can tell you that most are just building ranges and aside from recent weakness it metals there’s little that sticks out as a sell signal.

Almost every Chinese ADR is touching or above it’s weekly trendline, meaning, even with the recent weakness in Chinese equites following Mondays move, the trade is still intact. The weekly HK50 chart is however absolutely hideous, time will tell.

ARKG holdings continue to get slapped, ideally that now get obliterated and I’ll scoop them up in the fat pitch account. That, or they reclaim over the coming weeks and I buy the breakout, no in-betweens.

**$ATAT** I originally dismissed this idea due to the business sector, however after looking into it more it’s hard not to like. It’s also an IBD fan boy which means you can expect a lot of volume once it breaks into highs. Superb growth numbers and strong management founder lead. It’ above all those previous weekly wicks and may be one of the nicest technical charts right now. Does it break to the China weakness?

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