Watchlist for tomorrow, 7/14:
Slow, choppy session today as the indices drifted lower.
The biggest takeaway was the rotation into software. Relative strength stood out, top focus.
Upside:
$RDDT
$QCOM
$DELL
$SNOW
$PLTR
$PANW
$TEAM
$NOW
$CSCO
$OSCR
Downside:
$APP
$MRVL
$NBIS
I only deployed 2% of capital today. Cash is a position.
Conditions change quickly. Stay patient, keep building your watchlist, and be ready to capitalize when momentum returns.