**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: :green_square:
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 29th Jan 2025)
**Daily Brief:**
Finally, China starts to get catch a thick bid led by BABAs latest AI developments. There are now a lot of Chinese charts that look good.
$ATAT
$TIGR
$EH
As we’re already positioned it’s just a matter of patience, I am however interested in taking separate trades as these breakout…
$ARKG – As per last week, I’m using ARKG as a proxy to gauge the strength of the genomic sector. If this beings to breakout I’ll look at positioning more into BEAM, PRME, CRSP, RXRX etc.
Aside from that I just need to let all these positions ride. Given the volatility in the market right now I’m happy to sit back and wait for better opportunities. There are now doubt some nice trades for people out there, just not many for me.
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