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Lin
AAPL
Buy
Buy: $SMCI
We’re seeing a beautiful breakout from this Volatility Contraction Pattern (VCP), which I highlighted just two days ago.
What’s even more encouraging is that the entire sector is demonstrating solid relative strength; institutions continue to accumulate.
On top of that, Nvidia, the market leader and bellwether in the space, is pushing to new all-time highs.
This might be just the start of the next leg higher.

Previous Updates
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- Weekly Market Update: September is Here
- Market Update: Nvidia Crushes Earnings
- Weekly Market Update: Yields
- Market Update: The Future of Biotech
- Weekly Market Update: Earnings Acceleration
- Market Update: The Next Generation of AI Infrastructure
- Weekly Market Update: New Highs
- Market Update: Nvidia’s Way Around Memory
- Weekly Market Update: LTCM 2.0
- Market Update: The Trajectory of AI Compute
- Weekly Market Update: Peak Earnings Season
- Market Update: Q2 Earnings Recap #1
- Market Update: DeepSeek 2.0