The Pulse of the Market – Sectors & Momentum

Tech Momentum: AI & Quantum

• • Quantum Play: Quantum tickers like Rigetti and Soundhound got love for their explosive moves. The lesson? Moonshots are real, but corrections come fast.
• • AI Stocks: Talk keeps returning to “early innings” for AI investment, with more room ahead, but some warning signs of potential exhaustion.

Metals & Commodities

• • Trade Caution: Moves from $15 to $30 in days (for stocks like USAR) are flagged as “daytrader candidates,” with hosts warning against FOMO.
• • Market Drivers: Commodities are being driven by demand from EVs, homes, and emerging tech.

Fintech & Platform Plays

• • Momentum Approach: Many of these platforms ride their 20-day and 50-day moving averages, with dips often marking buying opportunities for savvy traders.
• • Generational Shift: The transition from old-school passbooks to mobile banking is highlighted as a fun sign of the times.

Cautions, Current Outlook & The Big Picture

Cautious Optimism

• • Market Extended: Many sectors have run hard—risk is rising for chasers.
• • Closer to Daytrading Mode: With stretched setups, Brian prefers quick moves over long holds.
• • Final Thoughts: “Slim pickings out there”—a signal for discipline and watchfulness.