Stock Market Update.

The Big Picture, Top-ranked Setups, and more.

Building on key themes.

New charts, commentary, and updated scans.

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In this report:

✅ The Big Picture in Stocks.

✅ Top Focus Stocks & NEW ideas.

✅ Top-ranked “best in class” setups.

✅ Thematic Long update.

A LOT to cover today — including an essential roadmap for stocks.

Let’s begin:

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THE BIG PICTURE

Last week I wrote:

Even Big Tech may have found an interim low — which we’ll explore in the next reports. And Semis are still moving well (though a bit extended now).

Ultimately even NDX should run to new highs at some point into later Q1, but the main question on my mind is: will it outperform Small caps / Cyclicals on such a move, or will those continue to lead?

Big Tech got quite oversold recently, and turned up: