📰 In This Issue…

The market is roaring, but if you look closely, the baton is being passed. The "easy money" in Tech is pausing, and capital is flooding into Hard Assets.

We are witnessing a ripple effect: The Commodity Supercycle is waking up the Uranium sector.

Inside this edition:

• The Headliner: Why the Uranium sector is flashing a massive buy signal (and the #1 stock to trade).

• The Strategy: How to trade "Base 2" setups—why these are for Swing Traders, not Investors.

• 🔒 Premium Only: We unlock the "Silent Bull Market" including Deep Sea Mining, Copper Catch-up plays, and the Tech giants giving us a second chance.

Stop chasing the past. Trade the rotation.

🏆 Top Setup of the Day

$LEU ( ▼ 1.73% ) – Swing trade

The Context: Centrus Energy is a critical player in the nuclear fuel cycle, supplying low-enriched uranium for commercial power plants. With the U.S. banning Russian uranium imports and AI data centers demanding 24/7 nuclear power, domestic fuel suppliers like Centrus are strategically vital.

The Setup: The Uranium sector is waking up from its slumber. $LEU ( ▼ 1.73% ) is breaking out of a Stage 2 Base.

Trader Note: Since this is a "Base 2" (a later-stage base), the easy money has been made. This is a high-probability Swing Trade opportunity, but we are not initiating long-term "hold forever" positions here. Get in, ride the momentum, and get out.

☢️ Uranium Sector (Continued)

Context: These stocks mirror the $LEU ( ▼ 1.73% ) momentum. Remember: Stocks move in herds. Pick ONE of the following to avoid over-exposure.

$UUUU ( ▲ 2.32% ) – Swing trade

• Context: The leading U.S. producer of uranium and vanadium, now expanding into Rare Earth Elements. They are the "Swiss Army Knife" of critical minerals in America.

• The Setup: Bouncing cleanly off a rising 30-Week Moving Average. This is a textbook trend continuation.

$DNN ( ▲ 1.14% ) – Swing trade

• Context: A Canadian exploration and development company focused on the Athabasca Basin—the "Saudi Arabia of Uranium." Their Phoenix project boasts some of the highest-grade ore in the world.

Metals and Commodities Stocks

Context: While the headlines focus on software, physical assets are breaking out. We are targeting "catch-up" trades in Copper and Speculative Metals.

$TMC ( ▲ 0.33% ) – Swing trade

• Context: A controversial but high-potential play on deep-sea mining. They harvest polymetallic nodules (packed with battery metals) from the ocean floor.

• The Setup: The stock has recovered the 30-Week MA and formed a "Cheat" (a low-risk entry point within a base).

$IE ( ▼ 0.99% ) (Ivanhoe Electric) – Swing Trade

• Context: An American minerals exploration company using proprietary "Typhoon" technology to detect water and conductive metals (Copper/Gold) deep underground.

• The Setup: Copper leaders like $HBM ( ▼ 0.25% ) and $TGB ( ▲ 0.18% ) have already run too far. $IE is the "catch-up" trade. It has pulled back to the 30-Week MA and offered a low-risk entry.

📊 Tech Sector

$ONDS ( ▲ 8.57% ) (Ondas Holdings) – Swing Trade

• Context: A provider of private wireless data networks and commercial drone solutions for critical infrastructure (rail, energy, gov).

• The Setup: Strong relative strength this year. It is emerging from a Base 2—perfect for a multi-week swing.

$AMD ( ▼ 0.55% ) (Advanced Micro Devices) – Swing Trade

• Context: The primary challenger to Nvidia in the AI chip race and a leader in data center CPUs.

• The Setup: A technical bounce off the 30-Week MA. Support is holding.

$ANET ( ▼ 1.07% ) (Arista Networks) – Swing Trade

• Context: The backbone of AI networking. Arista provides the high-speed switches that allow AI clusters (like Meta and Microsoft) to communicate.

• The Setup: Another classic trend pull-back.

📊 Trading Framework Reminder

Remember: Every long-term investment alert can also be played as a swing trade.

Long-Term Investors (3-12 Month Holds)

• Entry: Full position on breakout

• Profit Taking: Sell 1/4 to 1/5 at Goal 1

• Exit Signal: Close below 20-day EMA (your trend guide) or 50EMA

• Why: Strong moves are hard to time at the top, but the 20EMA acts as a reliable trend filter

Swing Traders (2-6 Week Holds)

• Entry: Full position on breakout

• Profit Taking: Sell 1/3 at Goal 1

• Final Exit: Remainder at Goal 2

💬 How Did We Do?

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