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4 June Watchlist ā Quiet Strength or Calm Before the Rotation?
Markets opened the week green across the board ā S&P (+0.16%), Nasdaq (+0.17%), Dow (+0.10%). But under the surface, Iām watching for signs of sector rotation.
š What Iām watching today:
1. $NVIDIA(NVDA)$ ā After reclaiming the crown last week, any dip toward $138ā140 could be a chance to add. Momentum still intact.
2. $Palantir Technologies Inc.(PLTR)$ ā Up 75% YTD and consolidating near highs. If it breaks $135 again with volume, might re-enter for a short-term swing.
3. $APPLIED DIGITAL CORP(APLD)$ ā Riding on the back of CoreWeaves expansion. Unloved last month, but might get sympathy flow soon.
4. $Tesla Motors(TSLA)$ ā Choppy range, but Im holding some from the $170s. If it clears $185, could squeeze higher on EV stimulus chatter.
š” Strategy today: Im keeping positions light and nimble. Watching bond yields and oil for macro clues, and eyeing re-entry into a few growth names post-breakout.
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