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Ran a real trend screen and the whole momentum board is one trade: ARM, MU, MRVL, ALAB, DELL, every one 50-65% above its 50-day, every one AI silicon. The leveraged versions screen too, same bet, louder. That is not a five-name watchlist, it is one factor wearing five jerseys. When momentum concentrates this hard the risk is not picking the wrong chip, it is owning all of them when the trade turns. I ride the strongest one or two and size them like the single bet they are.

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