The extended version of this week’s Quiet Bull Index Weekly Update.
This week we review the full QBI including:
SpaceX (SPCX) IPO debut
AMD, NVIDIA, and Taiwan Semiconductor
Rocket Lab, Intuitive Machines, and AST SpaceMobile
Albemarle, First Solar, Cameco, and Uranium Energy
Intellia, CRISPR Therapeutics, Novavax, BEAM, Viking, and Vertex
The key theme this week:
Rotation, Not Breakdown.
Leadership appears to be expanding beyond AI as capital flows through space, lithium, solar, and select healthcare names.
Observe clearly. Think independently. Execute patiently. Win calmly.
Disclosure: Long shares of NVAX, CRSP, and NTLA.
