Companies don’t make those investments unless demand visibility is extraordinary.
this is bullish not just for $COHR, but for the entire photonics ecosystem: $LITE, $TSEM, $ALMU, $AAOI and $AEHR
The market spent the last two years chasing compute.
The next phase may be chasing the technologies that allow compute to communicate.
S&P 500 SENTIMENT
Coming into today, inverse ETF volume had hit 42% of spec total. Without a broader negative catalyst, this is where pullbacks historically stop.
The XAUUSD setup I wait for every single session:
1) Check Dollar direction. Dollar bearish = Gold is looking for longs.
2) Wait for Asia to set the range.
3) Wait for London to sweep the Asian low.
4) Enter on the 15M FVG that forms after the sweep.
5) Target 3RR