**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 30th Jan 2025)
**Daily Brief:**
It’s been the same story all week for me, not much I have heavy conviction on and therefore not much to do. After all these years I cannot stress enough how much more money people would make if they just did less. Everybody wants to make money this week and the next, nobody wants to wait months for a trade to come to fruition.
Also, almost all of the best trades are thanks to a supporting theme. Unless that theme is emerging or about to emerge there’s very little reason to put your money on the line. Never forget that you need people to continuously buy higher than you did, day in and day out. So your reason for buying best be valid and easily understood by the masses as they fall upon it.
$ARKG is stilling just chilling in this huge base, it’s interesting to see a range tighten towards breakout levels, question is when are we pushing over.
Aside from that, yet again, there’s very little for me to do here. I’ll be spending most of my time going over earnings plays incase any spectacular pops up.
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