• I didn’t pay much attention to the SPY or QQQ today — they’re just strong.  Impressively so.  I was more focused on a few specific stocks, as I noted I would be yesterday.
• AMD had its powder keg moment and blew the top off.  It ran to 120 before it cooled down.  We’ve been watching this one and trading it almost daily.
• Trade: MOS ran almost $4 at the open.  I got out on the first candle at 69, but it blew right through me on to 71.  Strong….
• Trade: @Linus made a great call on $TLRY  — he actually spotted it yesterday, but I didn’t jump in until today when it started running on the news about the MJ vote next week. This will probably be flavor of the day on Friday.  The chart is beautiful coming off the bottom + catalyst next week.  My favorite type of trade - they’re rare. 

• We’ve got 4 - count ‘em - FOUR Fed Presidents talking between 10am - 12pm.  Let the hawks fly.  None are JPow, but I’ll be interested to see what Williams has to say, as if we don’t already know.
• I’ll be looking for a trade or two on TLRY.  It’ll be a fun one, starting in premarket.  If I’m guessing — 8.50 open?  Who knows…..
• I’ll try to exit MOS for the weekend if I can get out with 10%+.  I’m probably going to leave this one alone for a few days.  It’s going to have a fierce pullback soon.
• LAC broke through 34 - strong.  This was 24 not long ago.  It’s in such a great space. It’s got to run into some selling shortly.  Worth locking in profits here if you were in when I first started talking about it.
• SPY - it did it - closed above 450, secured the 200MA, and is now having a chat with the 150MA.  It’s inching closer to overbought on RSI/MACD but it still has room to go up.
• SPY - note that 20MA is starting to curl up - that’s a hell of a bullish indicator.  This is starting to look like a serious run is possible before we get to May.
• I still think there’s more upside in the individual stocks (vs indices), particularly what I’d call Tier 2 stocks (ie not AAPL, GOOGL, MSFT) that have been savaged over the last year.  I will be posting charts for some of those over the weekend.