Episode Details

Bearish Sentiment Is Overblown | Weekly Roundup
3/8/2025
Forward Guidance β†—

Key Insights

Bullish:

  • 🟒 $SOFTWARE - Tony is bullish on software, citing technical analysis and sector comparisons that support a positive outlook.
    • β€œSo software is one I I put, you know, today, I outlined the bull case as best I could in my note, and I added four sector charts that I thought were valuable versus their peers on a strictly technical basis.” - Tony (39:58)
  • 🟒 $MINERS - πŸ”’
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  • 🟒 $HOMECON - πŸ”’
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  • 🟒 $COMMODITIES - πŸ”’
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  • 🟒 $BTC - πŸ”’
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Bearish:

  • πŸ”» $SEMI - πŸ”’
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  • πŸ”» $BTC - πŸ”’
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