Category: Sector Leader Bullseye with Gianni Di Poce

Sector Leader Bullseye with Gianni Di Poce

Time to Start Giving Thanks to Tech

The final two-month stretch of 2025 begins. Bulls couldn’t be in a better position heading into year-end based on what I’m seeing in the market’s internals. The laundry list of reasons to be concerned about the state of the market continues to grow, but if anything, it speaks to the truth of a bull

Sector Leader Bullseye with Gianni Di Poce

It’s Do-or-Die Time for Crypto

Hello TheoTrader, The crypto community has largely replaced the old gold bug community. Every downtick gets blamed on manipulation. Every rally becomes proof of superior investing skill. We've had strong success trading crypto this year. Based on what I'm seeing now, we're at the most critical momen

Sector Leader Bullseye with Gianni Di Poce

And There Goes Tech (Again)

All-time highs across the board for stocks. Last Monday, I pointed out how the market internals had settled down from their brief defensive rotation. Now we have the exact sector signal we were looking for. This latest sector development marks just the beginning. We're entering the most bullish time

Sector Leader Bullseye with Gianni Di Poce

The Quantum Computing Trade

Last November, I told members inside the Trinity Trade chat to start building positions in Rigetti Computing. The stock was trading just over a dollar. The thesis was straightforward. Quantum computing represented an emerging technology sector with massive institutional attention, government backing

Sector Leader Bullseye with Gianni Di Poce

Market Internals Settle Down

The Nasdaq 100 closed at its highest weekly level in history on Friday. This happened despite last week's dramatic headlines suggesting otherwise. That development does not signal impending doom. The Tale of the Tape on Monday confirms what the data has been showing. We remain in a bull market. Some

Sector Leader Bullseye with Gianni Di Poce

Bears Are Flat Out Wrong

People panic when they don't have a plan. That's probably why I'm not worried. The market's less than 2% off all-time highs, yet everyone's acting like the sky is falling. Trade war fears. Banking crisis 2.0. The AI bubble supposedly bursting (again). We heard the exact same thing in August. If that

Sector Leader Bullseye with Gianni Di Poce

Is the Defensive Rotation Complete?

Hello TheoTrader, Friday's selloff caught everyone's attention. Even as stocks kept hitting new all-time highs over the past two weeks, I warned in this column that defensive rotations were taking place underneath the surface. This hasn't changed my bullish stance. We need to think across multiple t

Sector Leader Bullseye with Gianni Di Poce

Do You Suffer From Big Short Syndrome?

The market dropped 1.5% yesterday after Trump threatened massive tariff increases on China. Tech stocks got hammered. Nvidia fell 2%, AMD dropped over 5%, and Tesla shed more than 3%. The bubble callers are out in force right now, claiming they were right all along. Here's the problem. The S P 500 j

Sector Leader Bullseye with Gianni Di Poce

Healthy Rotation or a Warning Sign?

Hello TheoTrader, Stocks hit a new all-time high last week. Underneath the surface, there was a bit of ducking and covering. The big picture hasn't changed. Bulls are still running the tape. The question remains whether enough new all-time highs have accumulated to finally convince the skeptics. Onc