Heatmaps, Data and Commentary around the Friday's key orders, caught in the Trading Edge Notable Flow Tool
Following the stronger than expected jobs report on Friday, we had a day of choppiness on the index level, but strength in the AI trade, which was reflected in Friday's flow.
Overall, we had 100 bullish orders logged in the database, with only 7 bearish orders.
Many of those bullish orders were AI or semiconductor related.
This includes, broadly:
https://preview.redd.it/6b7ffmndjaoh1.png?width=816&format=png&auto=webp&s=94af59e44970a788e3f810a8686624d3f3241869
Strong memory flow:
https://preview.redd.it/ms9l3b1ejaoh1.png?width=808&format=png&auto=webp&s=d397d706a08a5f238d91bf6883bf6f36ca838628
This reflects what the Aion Analytics terminal is showing us:
https://preview.redd.it/5lnnrhiejaoh1.png?width=764&format=png&auto=webp&s=193af526bb1eb634ff6318ffb9bc3750ac65c61d
Accelerating interest and momentum in these sectors.
This is dynamic data and does shift, but points to improving positioning in semiconductors, as SMH breaks out:
https://preview.redd.it/f31upt3fjaoh1.png?width=1246&format=png&auto=webp&s=689099ea173b8b78adbb2e89fb2dea2754b73f7b
The 578 level which is the ATH VWAP is the main resistance, before 600.
Memory names look incredible:
MU here.
https://preview.redd.it/r1xq7k0gjaoh1.png?width=1288&format=png&auto=webp&s=b790ebb971ef6e3a861d67cd7904d7418b31fa5a
SNDK also:
https://preview.redd.it/umsjjdpgjaoh1.png?width=1400&format=png&auto=webp&s=f455cfa913bab17919216eea358b869506a50db1
DRAM heat map showing 70 as a strong point of reference in dealer positioning.
https://preview.redd.it/q8oeo8nhjaoh1.png?width=844&format=png&auto=webp&s=d557e542c264ee5d1072f0f704f7399a21fd1652
And we saw that being hit:
https://preview.redd.it/klkcau7ijaoh1.png?width=838&format=png&auto=webp&s=4d2c715573d3af987918e7ac859081edd6b6f30e
Strong flow across neoclouds including IREN, NBIS and APLD.
But I am flagging this on APLD:
https://preview.redd.it/k812rywijaoh1.png?width=870&format=png&auto=webp&s=4153951131770a05aef10c7e0ef167f796c8ef55
Exceptionally large size.
Weekly chart has reverted back to the long term trendline.
https://preview.redd.it/ozuf8zejjaoh1.png?width=1400&format=png&auto=webp&s=37338c6e90baa8e8c419b440e71cb6e02424680a
Bullish positioning on 25 and 30.
https://preview.redd.it/9ra9nl3kjaoh1.png?width=1400&format=png&auto=webp&s=1b34b3d151cf44522586cad4b0964ccd6809a98b
OTm flow on 30,40.
https://preview.redd.it/7dl395nkjaoh1.png?width=790&format=png&auto=webp&s=83d3988d0ff24337dadf6c6b443b837a9cc25341
CRWD - strong flow as it rides its upward channel:
https://preview.redd.it/b34aer9ljaoh1.png?width=892&format=png&auto=webp&s=14b1b610964e76514f10bdceba78e123ad8cfc50
https://preview.redd.it/jkxzfsxljaoh1.png?width=1378&format=png&auto=webp&s=6b9e59cef0a58b7d691c69e98fbf37d62f058068
One of the highest quality names in cybersecurity, and I flagged this positive catalyst last week:
153 million U.S. drivers licenses were leaked in a KYC hack.
Bullish for the sector. Wait for it to revisit the bottom of the channel for a reversion long:
Heatmap bullish 230,240.
https://preview.redd.it/g0eu1mhmjaoh1.png?width=826&format=png&auto=webp&s=21f92e98a214f92a87205ef65b5c580b63dfdac1
CBRS:
Was flagged in the last update:
https://preview.redd.it/rgmz3g9njaoh1.png?width=804&format=png&auto=webp&s=3f7120623906ebd2774dd3441bbd5d6f30e0d6d9
We are seeing this come to fruition with more bullish flow and a continued bounce off the bottom of the box:
https://preview.redd.it/06ui6msnjaoh1.png?width=1354&format=png&auto=webp&s=3b3a8b04196cef97b3e513202c597c925c80163d
Should again go from bottom of the box to top of the box within 4 sessions, to keep up the run:
Top of box is clearly a resistance at 220, above that dealer positioning is
starting to for higher.
https://preview.redd.it/tl9jwpgojaoh1.png?width=774&format=png&auto=webp&s=c2b8d4564bd63de26c371e6ffa0114f50788a397
https://preview.redd.it/kibzruelmaoh1.png?width=1400&format=png&auto=webp&s=0adf1be093d2c863e866adb6d2dc471e363f2211
https://preview.redd.it/2nk2wo5pjaoh1.png?width=1400&format=png&auto=webp&s=7527e1c13bfb6c37a1667c3df1c4a67718ebcd13
200 flips to put support.
INTC put selling, technicals breaking out:
https://preview.redd.it/ladeil6xjaoh1.png?width=756&format=png&auto=webp&s=059dc77c194f4e78091027728e32b7bfeb38ff50
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