Jan 7 Market Update - Nuclear energy stocks are having their moment

$NTAP $DELL $QCOM

Market

“Most nuclear stocks including $NNE $SMR $OKLO and $CEG are up significantly on news of data centers looking for more energy to meet the AI needs for the next decade” 😊 😋

An across the board down day on Treasuries inching higher, but more on valuations

Most stocks took a good breather as volatility seems to be the name of the game for the first few weeks until the inauguration. I am still taking short term positions but being judicious about the size of the Calls and more extended on Puts.

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Insights from the portfolio

Video of the day

Today’s video is on Qualcomm $QCOM the leading mobile chip fabless semiconductor company.

Deep dive of the day

Good setups for swing