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6/9/23 It’s a Bull Market You Know

News:

Thursday’s session was bullish but not in an overwhelming fashion.

The indexes finished the day mostly higher…

  • Dow Jones +0.5%
  • Nasdaq +1.0% 
  • S&P 500 +0.6%
  • Russell 2000 -0.4%

The gains in the S&P 500 marked the official end of the bear market and the beginning of the next bull market. 

Image from IIFL Finance

The index is now more than 20% higher than its October lows—Our pick, the leveraged ETF SPXL, is up about 60% over the same period.

Sector Round Up

A desire for riskier stock showed up During Thursday’s session. 7 of the 11 sectors ended the session higher.

Two risk-on sectors took the lead. At the top…

  • Consumer Discretionary (XLY) +1.5%
  • Technology (XLK) +1.1%

At the bottom…

  • Energy (XLE) -0.4%
  • Real Estate (XLRE) -0.6%

Notable Names

Images from Carvana & Autotrader

Shares of Carvana (CVNA) surged 56% higher on Thursday. 

  • The company said it expects EBITA to be positive for Q2
  • In pre-market trading, shares are higher still and more than 600% higher than their December lows
  • Current market cap is about $4 billion, half of which was added yesterday

Shares of Tesla (TSLA^) rose 4.5% during yesterday’s session and are up another 4.5% in pre-market trading.

  • Year-to-date, shares are up 90%
  • This week the company opened its charging network to GM vehicles & floated possible factory plans in Spain
  • At writing, the market cap is near $750 billion

Technicals: 

With most major indexes ripping higher, we noticed one lagging behind. The Russell 2000

RUT Weekly Candles – Chart by thinkorswim

At look at the chart reveals support and resistance levels to watch. 

  • Aggressive investors could consider a short position with a stop at $1900
  • We are looking for a dip to $1800 to buy

Aside from this trade idea, the market looks very bullish. We remain buyers in individual stocks. Our favorites are noted below.

Your latest readout…

Timing:

Next week promises more excitement than this one.

  • Tuesday morning, CPI inflation data drops
  • Wednesday morning, we’ll get the PPI inflation data
  • Finally, Wednesday afternoon, The Fed will announce its latest move regarding interest rates

Watchlist:

*Low Float
^Open Position

*UTME support at $2
*WLDS support at $2
*GSIT support at $7
INOD support at $11, resistance at $12
AEHR support at $40
AAOI support at $3
^NA support at $2.40
EFTR support at $1.20
CRVS support at $3.50
SYM support at $35
^PLAB support at $22
UPST support at $30
EXPI support at $18
CGEN support at $1.20
^AI support at $35
NVTS support at $9
CVNA support at $20
MRSN support at $8

Secondary watchlist—float 100+ million

YEXT on watch
ZUO support at $11
CXM support at $14 / $13
^IOT support at $22
^MVIS support at $7
DHC support at $2
JOBY support at $6
^PLTR support at $14 / $15

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