$RKT, $BABA, $CRWD: Momentum Trades With Major Catalysts Ahead

Markets are rotating back into high-growth themes, and a few names are starting to stand out across AI, cybersecurity, and housing.

With earnings, policy expectations, and sector momentum all aligning, $RKT, $BABA, and $CRWD are setting up as key stocks to watch in the near term.

1. $Rocket Companies(RKT)$

- housing affordability narrative into midterms

- acquisitions of redfin + mr cooper

- now controls a massive chunk of housing funnel

- ai can help underwriting, approvals, processing

- trump: "fed should lower interest rates"

- weekly chart is gorg

$RKT is @ $14.65

2. $Alibaba(BABA)$

- "biggest winner in china's ai race"

- can rip post-earnings (see sept '25)

- full stack ai = cloud + models (qwen) + distribution

- earnings may 13th

- nobody looking @ china rn

...risking daily close under $130 (keeping her tight)

$BABA @ $133.

3. $CrowdStrike Holdings, Inc.(CRWD)$

With software names perking back up, i'm looking at cybersecurity again.

- cyber crime accelerating

- demand is forced

- shrugged off anthropic news (v notable)

- govt + army leaning in

- problem literally gets harder every year

$CRWD back over 200sma + reclaiming key supply.

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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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Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\"></p></body></html>","htmlText":"<html><head></head><body><p>Markets are rotating back into high-growth themes, and a few names are starting to stand out across AI, cybersecurity, and housing.</p>\n<p>With earnings, policy expectations, and sector momentum all aligning, $RKT, $BABA, and $CRWD are setting up as key stocks to watch in the near term.</p>\n<h2 id=\"id_1096240222\">1. <a data-mention-id=\"RKT\" class=\"teditor-mention\" data-mention-name=\"Rocket Companies\" href=\"https://ttm.financial/S/RKT\">$Rocket Companies(RKT)$</a></h2>\n<p>- housing affordability narrative into midterms</p>\n<p>- acquisitions of redfin + mr cooper</p>\n<p>- now controls a massive chunk of housing funnel</p>\n<p>- ai can help underwriting, approvals, processing</p>\n<p>- trump: \"fed should lower interest rates\"</p>\n<p>- weekly chart is gorg</p>\n<p>$RKT is @ $14.65</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/f34c83e56524f0225ab5d0c611d0e51d\" tg-width=\"2670\" tg-height=\"1148\"><span> </span></p>\n<h2 id=\"id_2952791851\">2. <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"Alibaba\" href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a></h2>\n<p>- \"biggest winner in china's ai race\"</p>\n<p>- can rip post-earnings (see sept '25)</p>\n<p>- full stack ai = cloud + models (qwen) + distribution</p>\n<p>- earnings may 13th</p>\n<p>- nobody looking @ china rn</p>\n<p>...risking daily close under $130 (keeping her tight)</p>\n<p>$BABA @ $133.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/5f1a4d6e5ec8bdef6b38901e637d75db\" tg-width=\"1528\" tg-height=\"1111\"><span> </span></p>\n<h2 id=\"id_4070126173\">3. <a data-mention-id=\"CRWD\" class=\"teditor-mention\" data-mention-name=\"CrowdStrike Holdings, Inc.\" href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a></h2>\n<p>With software names perking back up, i'm looking at cybersecurity again.</p>\n<p>- cyber crime accelerating</p>\n<p>- demand is forced</p>\n<p>- shrugged off anthropic news (v notable)</p>\n<p>- govt + army leaning in</p>\n<p>- problem literally gets harder every year</p>\n<p>$CRWD back over 200sma + reclaiming key supply.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/1717720516b40b7fa1cd8c3cac27d55d\" tg-width=\"1526\" tg-height=\"1111\"><span> </span></p>\n<hr>\n<p style=\"text-align: left;\"><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\"></p></body></html>","text":"Markets are rotating back into high-growth themes, and a few names are starting to stand out across AI, cybersecurity, and housing. With earnings, policy expectations, and sector momentum all aligning, $RKT, $BABA, and $CRWD are setting up as key stocks to watch in the near term. 1. $Rocket Companies(RKT)$ - housing affordability narrative into midterms - acquisitions of redfin + mr cooper - now controls a massive chunk of housing funnel - ai can help underwriting, approvals, processing - trump: \"fed should lower interest rates\" - weekly chart is gorg $RKT is @ $14.65 2. $Alibaba(BABA)$ - \"biggest winner in china's ai race\" - can rip post-earnings (see sept '25) - full stack ai = cloud + models (qwen) + distribution - earnings may 13th - nobody looking @ china rn ...risking daily close under $130 (keeping her tight) $BABA @ $133. 3. $CrowdStrike Holdings, Inc.(CRWD)$ With software names perking back up, i'm looking at cybersecurity again. - cyber crime accelerating - demand is forced - shrugged off anthropic news (v notable) - govt + army leaning in - problem literally gets harder every year $CRWD back over 200sma + reclaiming key supply. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off","highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/561491787448680","repostId":0,"isVote":1,"tweetType":1,"viewCount":211,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["CRWD","BABA","RKT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1151,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/561491787448680"}