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For: Stocks to watch today? (15 Dec)

Title: Today's Watchlist: Navigating the Post-Selloff Landscape

After Friday's tech-led rout, today's focus is on identifying resilience and potential rotation plays.

Key Stocks/Themes to Watch:

1. Broadcom (AVGO) & Semiconductor ETF (SOXX): The epicenter of Friday's panic. Watch for any bounce or stabilization. A failure to recoup losses would signal deeper sector anxiety.

2. Defense/AI Hybrids (PLTR, RTX): With Palantir's new Navy contract, this group showed after-hours strength. They offer a hedge—government spending is non-cyclical, and AI is embedded. Watch for follow-through.

3. Energy Sector (XOM, CVX): A classic rotation play. If tech weakness persists, capital flows into defensive, high-yield, and inflationary hedges. OPEC+ discipline provides a price floor. TTE is particularly interesting for its LNG exposure and European utility stability.

4. Gold Miners (GDX) & Silver (SLV): As discussed, the precious metals breakout is gaining momentum. They are a direct bet on falling real yields and serve as a portfolio hedge amid equity volatility.

My Plan:

I'm in observation mode for tech. I will not "catch the knife" in names like AVGO or ORCL until I see a higher low established. I am using any early strength to trim laggards and re-allocate toward:

· Adding to my Gold/Minors position on any pullback.

· Stalking a starter position in Energy (likely via an ETF like XLE) if I see sustained sector relative strength today.

The key is patience—let the market show its hand in the first hour.

💰Stocks to watch today?(16 Dec)

1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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I am using any early strength to trim laggards and re-allocate toward:</p>\n<p>· Adding to my Gold/Minors position on any pullback.</p>\n<p>· Stalking a starter position in Energy (likely via an ETF like XLE) if I see sustained sector relative strength today.</p>\n<p>The key is patience—let the market show its hand in the first hour.</p></body></html>","text":"For: Stocks to watch today? (15 Dec) Title: Today's Watchlist: Navigating the Post-Selloff Landscape After Friday's tech-led rout, today's focus is on identifying resilience and potential rotation plays. Key Stocks/Themes to Watch: 1. Broadcom (AVGO) & Semiconductor ETF (SOXX): The epicenter of Friday's panic. Watch for any bounce or stabilization. A failure to recoup losses would signal deeper sector anxiety. 2. Defense/AI Hybrids (PLTR, RTX): With Palantir's new Navy contract, this group showed after-hours strength. They offer a hedge—government spending is non-cyclical, and AI is embedded. Watch for follow-through. 3. Energy Sector (XOM, CVX): A classic rotation play. If tech weakness persists, capital flows into defensive, high-yield, and inflationary hedges. OPEC+ discipline provides a price floor. TTE is particularly interesting for its LNG exposure and European utility stability. 4. Gold Miners (GDX) & Silver (SLV): As discussed, the precious metals breakout is gaining momentum. They are a direct bet on falling real yields and serve as a portfolio hedge amid equity volatility. My Plan: I'm in observation mode for tech. I will not \"catch the knife\" in names like AVGO or ORCL until I see a higher low established. I am using any early strength to trim laggards and re-allocate toward: · Adding to my Gold/Minors position on any pullback. · Stalking a starter position in Energy (likely via an ETF like XLE) if I see sustained sector relative strength today. 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