Don’t Miss This Breakout

📰 In This Issue…

The US market is acting wishy-washy, so I’m focusing where the real heat is: China Tech and Strategic Metals.

While the S&P 500 chops around, Chinese stocks are quietly heating up, and the "Hard Asset" trade is back in play. We already banked "vacation money" on $BIDU ( ▲ 0.15% ) and $BABA ( ▲ 5.05% ) —now it’s time for the next leg up.

Inside this edition:

• The Headliner: $KC ( ▲ 0.67% ) (Kingsoft Cloud)—The AI Cloud play that moved 600% last year is waking up again.

• The Sector: Why Data Centers ( $GDS ( ▲ 3.08% ) , $VNET ( ▲ 2.87% ) ) are the "Pick and Shovel" trade for China's AI boom.

• 🔒 Premium Only: The Critical Minerals basket ( $LAC ( ▲ 8.11% ) , $NB ( ▲ 13.4% ) , $TMC ( ▲ 1.84% ) ) and the return of Clean Tech.

Stop fighting the chop. Follow the momentum.

🏆 Top Setup of the Day

$KC ( ▲ 0.67% ) - Long term trade

The Context: Kingsoft Cloud is a leading independent cloud provider in China, heavily backed by Xiaomi. With China aggressively building out its own AI infrastructure to compete with the West, demand for independent cloud compute is exploding.

• The Stat: AI revenue has been seeing triple-digit growth.

The Setup: Can it do it again? $KC ( ▲ 0.67% ) pulled a 600% move in 2024. Now, it has just completed a Monthly Shakeout (a false breakdown that traps bears). This is often the precursor to a massive sustained rally.

• Sector Strength: Watch $GDS ( ▲ 3.08% ) and $VNET ( ▲ 2.87% ) (Data Centers) moving in sympathy. They are building the physical vaults where this AI data lives.

🎁 Bonus Trade

$PLG ( ▲ 10.61% ) - Swing trade

The Context: $PLG ( ▲ 10.61% ) operates the Waterberg Project in South Africa, a massive deposit of palladium and platinum. These metals are critical not just for catalytic converters, but increasingly for next-gen battery technologies (Lion Battery partnership).

The Setup: A classic Cup and Handle pattern with a clean breakout on the Monthly Chart.

• Why it matters: Monthly breakouts are powerful signals for long-term trend reversals.

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