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🔬 Author presents a comprehensive trading plan for rate cut week, recommending longs in neocloud, semiconductors, and select other stocks while selling overvalued quantum, space, and crypto assets
high convictionFirst mentioned Oct 19, 2025
Author presents a comprehensive trading plan for rate cut week, recommending longs in neocloud, semiconductors, and select other stocks while selling overvalued quantum, space, and crypto assets. Key macro view: market fear is an ideal entry point ahead of expected rate cut.
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entry Oct 19, 2025
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openedOct 19, 2025
Author presents a comprehensive trading plan for rate cut week, recommending longs in neocloud, semiconductors, and select other stocks while selling overvalued quantum, space, and crypto assets. Key macro view: market fear is an ideal entry point ahead of expected rate cut.
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dormantMay 29, 2026
No qualifying thesis event for 45+ days.