HOW TO SPOT A RELIEF BOUNCE
Once price loses the weekly 8 EMA, the weekly 21 EMA becomes the next key level.
If buyers reclaim and hold above the previous week’s close after testing the 21 EMA, it can signal a relief bounce while the larger trend remains intact.
That’s exactly what I’m watching now.
Examples:
• Semiconductors: $SMH $NVDA $INTC
• Memory: $DRAM $MU $SKHY $SNDK
Don’t predict the bottom.
Wait for the reclaim and higher low to show buyers are there.
THE SETUP YOU’RE MISSING
Works in every market condition
Setup:
Pre-market 8/21 EMA cross
Enter:
Rejection of 8 EMA at the open
10 min work day
$TSLA +149% BANGER TODAY
STOP asking if the market is going up or down
STOP being LOST
The market gives you the answer
Most traders just ignore it
Before I buy, I check the 8/21 EMA cross on 5/10 Min
It tells me:
• Calls or puts
• Trend or chop
• When to enter and exit
Today: $SPY puts +300%.
This simple process will Retire you from the stock market.
This is how you will make Millions over the next 5 years. Print this and save this it will be used through every market.
Traders lose money because they buy the wrong stage. They buy weakness.
They average down.
They hope.
Instead, I wait for the trend to confirm.
Here’s the framework I use:
Stage 1: Build your watchlist. Stay patient. Look for first entry.
Stage 2: Buy when the trend confirms.
Stage 3: Stay with the trend. Let your winners work.
Stage 4: Take profits. Wait for the next opportunity.
Following the trend and knowing what stage we are in is how we will out perform the market.
This tells you exactly when to buy and sell.
I have MADE over $1,500,000 in the last 2 MONTHS
The SECRET?
Having a watchlist for every major sector so I can spot rotations EARLY.
Here is my list of industries to watch for rotation:
Networking:
$AVGO $MRVL $CRDO $ANET $ALAB
Semis:
$NVDA $AMD $ARM $INTC $AMAT
Memory:
$MU $SNDK $WDC
Power / Electrification:
$VRT $GEV $NNE
Photonics:
$AAOI $LITE $COHR $NVTS $GLW
Data Centers:
$IREN $CIFR $APLD $NBIS
Drones:
$ONDS $DPRO $UMAC
Defense:
$PLTR $KTOS $AVAV
Robotics:
$OUST $SYM $TSLA
Quantum:
$IBM $IONQ $QBTS $RGTI
Space:
$ASTS $RKLB $RDW $LUNR
Nuclear:
$OKLO $SMR $CCJ
Fintech:
$HOOD $SOFI $AFRM
Autonomous:
$JOBY $ACHR
The biggest winners come from finding the next sector rotation before everyone else.
I will HELP you be EARLY to the next rotation.
I have MADE over $1,000,000 in the last 2 MONTHS.
The SECRET?
Having a watchlist for every major sector so I can spot rotations EARLY.
HERE IS MY SECTOR ROTATION WATCHLIST:
Memory: $MU $SNDK $WDC
Semis: $NVDA $AMD $ARM $INTC $AMAT
Networking: $AVGO $MRVL $CRDO $ANET $ALAB
Photonics: $AAOI $LITE $COHR $NVTS $GLW
Power / Electrification: $VRT $GEV $NNE
Data Centers: $IREN $CIFR $APLD $NBIS
Defense: $PLTR $KTOS $AVAV
Drones: $ONDS $DPRO $UMAC
Robotics: $OUST $SYM $TSLA
Space: $ASTS $RKLB $RDW $LUNR
Quantum: $IBM $IONQ $QBTS $RGTI
Nuclear: $OKLO $SMR $CCJ
Fintech: $HOOD $SOFI $AFRM
Autonomous: $JOBY $ACHR
The biggest winners come from finding the next sector rotation before everyone else.
I will HELP you be EARLY to the next rotation.
@RealJGBanks July can make a fool of any bear 🐻. I'd say, let's wait until the first week of July to really have an idea, until then it's absolute random moves influenced by geopolitics.
Chamath was given a simple choice, 100 shares of Anthropic, 100 shares of OpenAI, 100 shares of SpaceX, pick one stack (Save this).
He picked SpaceX without hesitation, and his reasoning is worth unpacking fully because it cuts to the heart of how the best investors think about technology bets.
His take on OpenAI and Anthropic was actually generous.
He acknowledged that Anthropic is the superior enterprise product, his own fund uses it as their foundational model and that ChatGPT has built one of the most powerful consumer brands in the history of technology.
But the case for SpaceX is built on something completely different, it is not one business, but rather a platform for multiple businesses that compound off each other.
Start with what Starlink already is today.
Starlink generated $11.4 billion in revenue in 2025, growing roughly 50% year over year, and represented 61% of SpaceX's total $18.7 billion in revenue.
The EBITDA margin on the connectivity segment hit 63%, compared to 38–39% for the largest traditional telecom companies on earth.
Subscriber count went from 2.3 million in 2023 to over 10.3 million by Q1 2026, spanning more than 160 countries, and revenue is projected to reach $15.5 billion in 2026.
@chamath core insight is that the global communications infrastructure is profoundly broken and he is right.
Roughly 2.6 billion people globally still lack reliable internet access, and even in developed markets, rural connectivity is patchy, expensive, and controlled by legacy monopolies with no incentive to upgrade.
Starlink is a replacement cycle for an entire layer of global infrastructure that has barely changed in 30 years.
Every maritime vessel, every commercial aircraft, every military unit, every rural hospital, every developing-world government that wants connectivity now has one viable option that didn't exist five years ago.
The maritime and aviation segments alone carry ARPUs of $250 to $25,000 per month per customer, orders of magnitude above the consumer subscription.
But Chamath's most interesting point is what he called embedded optionality, the idea that SpaceX's business model doesn't stop at earth.
SpaceX now has the only fully reusable heavy-lift rocket system in the world with Starship, and it is the only company currently capable of launching the next generation of Starlink V3 satellites that carry roughly 10 times more capacity than the current constellation.
Every new market SpaceX opens on earth, direct-to-cell with T-Mobile, enterprise contracts, government agreements becomes a template that can theoretically be replicated the moment humans establish a permanent presence elsewhere.
A Starlink-equivalent for a lunar base, a Mars colony, or an orbital station is the same product with a different launch address.
Anthropic and OpenAI are betting on winning a model race where the finish line keeps moving.
SpaceX is betting on owning the physical infrastructure layer of the next era of human civilization, on earth and eventually beyond it.
One of those bets has a floor and the other doesn't.
That is why Chamath picked SpaceX and @elonmusk