11am update – morning upside

US equities are moderately higher. VIX has seen a ‘curious’ bounce from the key 20 threshold. WTIC $73.16. Copper $4.85

sp’60min

VIX’60min

Summary

S/t equity momentum has turned positive.
The only concern… an Iran counterattack


notable stock: TSLA

Powering upward on Robotaxi hysteria, although I’d be the first to argue the l/t implications are monstrously important.

notable space: RKLB

Initial declines… but the buyers have flooded in.
Momentum has turned positive.

notable strength: EL

Last week saw a break >200dma.
Deutsche Bank, hold>buy, 71>95

notable nuclear: LEU

S/t overbought. RSI >90
This October > a back test of the old double top… around $120

time for a light lunch