Weekend Research Routine

Week Performance Report
━━━━━━━━━━━━━━━━━━━━

Trades Taken: 6
Winners: 4 (66.7%)
Losers: 2 (33.3%)

Average Win: +3.2%
Average Loss: -1.8%
Net P&L: +$1,450 (+2.9%)

Best Trade: NVDA +5.8%
Worst Trade: TSLA -2.4%

Largest Position: 2.5% risk
Total Max Risk: 6.2%

Entry: $495
Exit: $524
Hold time: 4 days

What went right:
✓ Entered on breakout (good timing)
✓ Volume confirmed move
✓ Held through small pullback (discipline)
✓ Took profit at target

What could improve:
- Could've sized larger (only 1.5% risk)
- Partial profit at 50% gain would've locked gains

Lesson: Trust the setup, scale into winners

Entry: $242
Exit: $236 (stop hit)
Hold time: 2 days

What went wrong:
✗ Entry was too early (no breakout)
✗ Ignored weak volume
✗ Thesis: "Elon tweeted" (not enough)

What to improve:
- Wait for actual breakout, not anticipation
- Require volume confirmation
- Better thesis required

Lesson: Don't jump the gun, be patient

Review my trading week. I had 6 trades,
4 winners and 2 losers. Net +2.9%. What can I improve?

📊 Weekly Performance Review

Overall Grade: B+
━━━━━━━━━━━━━━━━━━━━

Strengths:
✓ Win rate 66.7% (solid)
✓ Average win > Average loss (key!)
✓ Risk management good (max 6.2% exposure)
✓ Followed stops on losers
✓ Let winners run

Areas for Improvement:
⚠️ Entry timing (TSLA trade too early)
⚠️ Position sizing (could size up winners)
⚠️ Thesis quality (avoid news-driven trades)

Specific Recommendations:
1. Add volume confirmation to all entries
2. Consider 2% risk on A+ setups
3. Take partial profits at 50% of target
4. Avoid trading Elon-driven stocks

Next Week Focus:
- Be more patient with entries
- Trust high-probability setups
- Consider scaling position sizes

What's the current market environment and outlook
for the coming week? Any major events or themes?

🌎 Macro Market Overview - Week of [Date]

Market Regime: BULLISH TREND
━━━━━━━━━━━━━━━━━━━━

SPY: $485 (+1.2% last week)
- Above 20/50/200 SMA ✓
- Higher highs, higher lows ✓
- Trend: Intact uptrend

QQQ: $425 (+2.1% last week)
- Outperforming SPY (tech leadership)
- Nasdaq strength = risk-on environment
- Continue favoring growth stocks

Volatility:
VIX: 13.5 (-2 points)
- Low volatility = bullish
- Fear is low
- Market comfortable

Economic Calendar This Week:
━━━━━━━━━━━━━━━━━━━━

Monday:
- President's Day (Markets Closed)

Wednesday 2:00pm:
- FOMC Minutes release
- Watch for rate cut hints

Thursday 8:30am:
- Jobless Claims
- GDP revision

Friday 8:30am:
- PCE Inflation Data (Fed's favorite metric)
- Could move markets

Earnings Season: 75% Complete
- Beat rate: 78% (strong)
- Forward guidance: Mostly positive
- Focus shifting to Q1 outlook

Sector Performance (Last Week):
━━━━━━━━━━━━━━━━━━━━
🟢 Technology +2.8%
🟢 Comm Services +2.1%
🟢 Consumer Disc +1.5%
⚪ Industrials +0.3%
🔴 Energy -1.2%
🔴 Utilities -0.8%

Market Outlook for Coming Week:
━━━━━━━━━━━━━━━━━━━━

Bullish Factors:
✓ Trend is up (don't fight it)
✓ Low volatility (supportive)
✓ Tech leadership (healthy rotation)
✓ Earnings beats (fundamentals strong)

Bearish Factors:
⚠️ Market overbought (RSI 68)
⚠️ PCE data Friday (could disappoint)
⚠️ Reduced volume (holiday week)

Base Case: Grind Higher
- Expect consolidation Mon-Wed
- FOMC minutes Wed could spike volatility
- PCE Friday is the main event
- Likely range-bound until data

Strategy:
- Favor tech/growth stocks
- Avoid energy/defensive plays
- Be cautious into Friday data
- Consider taking profits Thursday

What sectors are showing the strongest momentum?
Where is money flowing this week?

💰 Sector Rotation - Week Ahead

Hot Sectors (BUY):
━━━━━━━━━━━━━━━━━━━━

1. Technology (XLK)
   - Performance: +2.8% last week
   - Momentum: Strong, accelerating
   - Leaders: NVDA, MSFT, AAPL
   - Catalyst: AI demand, cloud growth
   - Action: Primary focus ✓

2. Semiconductors (SMH)
   - Performance: +3.5% last week
   - Momentum: Breakout above resistance
   - Leaders: NVDA, AMD, AVGO
   - Catalyst: AI chip shortage
   - Action: High probability setups ✓

3. Consumer Discretionary (XLY)
   - Performance: +1.5%
   - Momentum: Steady uptrend
   - Leaders: AMZN, TSLA, HD
   - Catalyst: Consumer spending strong
   - Action: Selective long setups

Cold Sectors (AVOID):
━━━━━━━━━━━━━━━━━━━━

1. Energy (XLE)
   - Performance: -1.2%
   - Momentum: Downtrend
   - Laggards: XOM, CVX
   - Headwind: Oil prices falling
   - Action: Avoid longs ❌

2. Utilities (XLU)
   - Performance: -0.8%
   - Momentum: Range-bound
   - Reason: Defensive rotation
   - Action: No setups ❌

3. Financials (XLF)
   - Performance: -0.3%
   - Momentum: Weak
   - Waiting for: Rate clarity
   - Action: Watch only

Strategy:
━━━━━━━━━━━━━━━━━━━━
✓ Focus 80% on Tech and Semis
✓ Be selective in Consumer Disc
✗ Avoid Energy and defensive sectors
⏸️ Wait for Financials to show strength

Scan the market for the top 10 swing trade
setups for this week. I want 3-7 day holds
in leading sectors with 2:1+ risk/reward.

📊 Top 10 Swing Setups - Week of [Date]

#1 NVDA - Continuation Breakout
━━━━━━━━━━━━━━━━━━━━
Current: $730
Setup: Consolidation above $720
Entry: $735 breakout
Target: $765 (4.1%)
Stop: $720 (2.0%)
R:R: 2:1 ✓

Thesis:
- AI demand accelerating
- Beat earnings last week
- Semis sector leading
- Volume increasing

Catalyst:
- GTC conference next week
- New chip announcements expected

Technical:
- Above all major MAs
- RSI 58 (room to run)
- MACD bullish crossover

Action: Top Priority ✓

#2 MSFT - Pullback Buy
━━━━━━━━━━━━━━━━━━━━
Current: $412
Setup: Pullback to 20-day MA
Entry: $408-410 zone
Target: $425 (4%)
Stop: $402 (2%)
R:R: 2:1 ✓

Thesis:
- Cloud growth story
- AI integration (Copilot)
- Support at key MA

Catalyst:
- Azure growth continuing
- Windows AI features rolling out

Technical:
- Healthy pullback in uptrend
- Bouncing off support
- Volume drying up (bullish)

Action: Buy the dip ✓

... (#3-10 continue with similar detail)

Summary:
━━━━━━━━━━━━━━━━━━━━
- 8/10 setups in Tech/Semis (sector strength)
- Average R:R: 2.3:1 (good)
- All have catalysts (not random)
- Mix of breakouts and pullbacks
- Focus on quality over quantity

Is NVDA a good value at current levels?
Or should I wait for a pullback?

NVDA Valuation Assessment

Current Price: $730
P/E Ratio: 68
Sector Avg P/E: 28

Analysis:
━━━━━━━━━━━━━━━━━━━━
NVDA trading at 2.4x sector average.

Premium justified by:
✓ 200%+ revenue growth
✓ AI chip near-monopoly
✓ Explosive margin expansion
✓ 10+ year runway

PEG Ratio: 0.34
(P/E 68 ÷ Growth 200% = 0.34)
Verdict: Actually cheap for growth! ✓

Fair Value Estimate: $700-800
Current: $730 (within range)

Recommendation:
Not overvalued despite high P/E.
Quality premium justified.
Pullback to $700 would be gift.
Current levels: Acceptable entry.

Priority Tier 1 (Highest Conviction):
- NVDA (breakout watch at $735)
- MSFT (pullback buy at $408-410)
- AAPL (support test at $172)

Priority Tier 2 (Good Setups):
- AMD (consolidation at $142)
- GOOGL (earnings follow-through)
- META (range breakout at $485)

Priority Tier 3 (Watch List):
- TSLA (too volatile, wait for clarity)
- AMZN (potential but no clear setup)
- SHOP (watching for entry)

What are the most important earnings
reports this week? Any on my watchlist?

📅 Key Earnings - Week Ahead

Monday After Close:
- None (Holiday)

Tuesday Before Open:
━━━━━━━━━━━━━━━━━━━━
- HD (Home Depot)
  Expected EPS: $3.52
  Stock: $385
  Action: Avoid, not on watchlist

Tuesday After Close:
━━━━━━━━━━━━━━━━━━━━
- NVDA (ON YOUR WATCHLIST) ⚠️
  Expected EPS: $5.25
  Stock: $730
  Action: DECISION REQUIRED

Wednesday Before Open:
- WMT (Walmart)
- TGT (Target)

Thursday After Close:
- CSCO (Cisco)
- AMAT (Applied Materials)

Friday:
- No major earnings

Positions on Watchlist Reporting:
━━━━━━━━━━━━━━━━━━━━

⚠️ NVDA (Tuesday after close)
Decision:
1. Play the earnings (risky)
2. Wait for post-earnings setup
3. Buy after volatility settles

Recommendation:
Wait for earnings. Too much uncertainty.
If beats, look for entry Wednesday AM.
If misses, wait for dust to settle.

TRADING PLAN - Week of [Date]

Market Outlook:
━━━━━━━━━━━━━━━━━━━━
- Bullish trend intact
- Tech sector leading
- FOMC minutes Wed (watch)
- PCE data Friday (major)
- Expect range-bound until Friday data

Focus Sectors:
✓ Technology (XLK)
✓ Semiconductors (SMH)
⏸️ Everything else secondary

Top 3 Setups for Monday:
━━━━━━━━━━━━━━━━━━━━

Setup #1: NVDA Breakout
- Entry: $735
- Target: $765
- Stop: $720
- Size: 50 shares (2% risk)
- Plan: Buy if breaks $735 on volume

Setup #2: MSFT Pullback
- Entry: $408-410 zone
- Target: $425
- Stop: $402
- Size: 35 shares (1.5% risk)
- Plan: Limit order at $409

Setup #3: AAPL Support
- Entry: $172
- Target: $182
- Stop: $169
- Size: 100 shares (1.5% risk)
- Plan: Watch for support hold

Risk Management:
━━━━━━━━━━━━━━━━━━━━
- Max positions: 5
- Max risk per trade: 2%
- Total portfolio risk: 5%
- Current risk: 0% (no positions)
- Available: 5%

Calendar Awareness:
━━━━━━━━━━━━━━━━━━━━
- Monday: Market closed (Presidents Day)
- Tuesday: Reduce size (pre-NVDA earnings)
- Wednesday: FOMC 2pm (volatility)
- Friday: PCE 8:30am (take profits Thursday?)

This Week's Rules:
━━━━━━━━━━━━━━━━━━━━
1. Stick to tech sector only
2. No earnings plays
3. Take profits before Friday data
4. Max 3 positions at once
5. Journal every trade

Success Criteria:
- Follow the plan
- Don't overtrade
- 2:1 R:R minimum
- Positive week

Entry Order: Buy stop $735
Quantity: 50 shares
Stop Loss: $720 (set immediately after fill)
Target: $765
Notes: Wait for volume confirmation on breakout

Entry Order: Limit buy $409
Quantity: 35 shares
Stop Loss: $402
Target: $425
Notes: Good til canceled, patient entry

Ask Maverick for sentiment:
What's the current market sentiment?
Bullish, bearish, or neutral?

What metrics should I track to improve
my weekend research process?

How do I know if a stock is worth adding
to my watchlist vs passing on it?