**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 31st Jan 2025)
**Daily Brief:**
China, China, Chinaaaa
Beautiful price action in the leading Chinese tech names following the release of BABAs new AI platform and Deepseek shaking headlines. Those scoops on China were once again proving to me a gift.
ARKG – aka Genomics are still looking strong following Nancy Pelosi purchasing TEM, if this momentum continues we may finally see the entire sector breakout. This is my main watch once again today and a theme I do not want to miss should it get going.
ATAT – I am also very interested to see if ATAT can push to new ATH here, a darling child on Chinese consumers/tourists.
$ODD – An odd one… Seems to be a fav among a few super investors and they’re essentially the AI of makeup company. It trades with very little liquidity so is somewhat easy to move, new IPO and strong base built.
Aside from that just letting trades work still! Patience is required until the next fat pitch.
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