@watchingmarkets I agree, price action starts to look good too.
Jensen mentioning it is soo good.
I would like to see a nice bounce from the 50EMA this week
@watchingmarkets Solid.
I currently have no other exposure on other sectors aside SaaS, I want to swing it all.
Add also $XE on your nuke wl.
Recent IPO but with a lot of contracts already done for 2030+
Amazon owns 20% of the company and have contracts with them.
Def the +solid -hyped one
@watchingmarkets nice company but I personally don’t like the solar narrative, I found it useful only applied on the space sector (personal opinion)
They’re pumping rn thanks to Leopold
It could be a thing near term but I personally think SMRs and nuclear are the future
@watchingmarkets Claude is improving fast, and Cowork aims to become something more than just a chatbot. If they manage to capture a significant portion of the legacy enterprise space, UiPath’s moat could be in trouble