AI ripped. The power trade lagged. That gap is now closing.
The second-order AI tradeWe flagged uranium last week as one of the more interesting second-order AI catch-up trades. That gap is now starting to close, with URA and Cameco both extending their breakouts. The trade is working, now the first real resistance levels are coming into view.Uranium
AI has squeezed. One obvious second-order AI trade hasn't. The gap is getting difficult to ignore.
Everyone is chasing U.S. AI. The AI trade everyone forgot is starting to wake up.
The AI trade has reached its line in the sand. SOX is testing the trendline that has defined the rally.
Chart analyst Todd Gordon breaks down the technical backdrop in this AI energy play.
The AI trade shifts to CPUs… Luke Lango with a batch of AI stocks to consider… Jonathan Rose eyes a Canadian oil squeeze … Louis…
The biggest trade in the world is starting to fragment.
