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VRA Letter: Quick Hitters: KWEB, Rich Ross, Bitcoin. Zoom Meeting with VRA 10-bagger Snowline Gold.

Good Friday morning. Yes, some of our leading indexes/sectors reached (short term only) overbought levels this week, and yes, seasonality is not great for this stretch of February, but we repeat; this is not a market that we want ...

Posted On February 21, 20258 MIN Read
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Good Friday morning. Yes, some of our leading indexes/sectors reached (short term only) overbought levels this week, and yes, seasonality is not great for this stretch of February, but we repeat; this is not a market that we want to be anything other than “long”, especially with investor sentiment remaining in “fear” territory at ATH’s and with the Innovation Revolution and Trump 2.0 just now kicking off.

In addition, even as the markets closed lower yesterday (S&P 500 -.43%), once again the smart money hour was strong. Plus, the semis lead higher, even managing to post a slight gain on the day, when most everything else was lower. We continue to believe that the semis will lead the way higher, as they eventually break out higher from 4 months of consolidation.

Quick Hitters

1) Overnight Alibaba posted excellent earnings with BABA closing up a big 15% as Chinese tech stocks continue to ramp higher. On the news, VRA Buy Rec KWEB (China Internet ETF) is up 3% this AM to $36....

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