This week's round-up is short since I'm on the road.

I'll just get straight to our Power Plays.

XBI: I added XBI on Wednesday as a way to play a possible rotation away from big-cap tech. It got off to a fast start courtesy of the CPI report. But we need a pullback for a better entry.

Baidu (BIDU) joined Power Plays on Tuesday, and it's of to a fast start, up about $7 from when we issued the alert. Like XBI, it needs to pull back to give a better setup.

Rivian (RIVN): this turned into one of our best names of the year. It got off to a rough start but I'm glad we stuck with it. However, it looks stretched near-term which is why I trimmed again today for Power Plays.

Amazon (AMZN) has been frustrating as it's been held down by Jeff Bezos' selling. So I'm glad we trimmed it over $197. I'm waiting for a better setup now before I'll consider adding.

Apple (AAPL) hit $233 on Wednesday, so I'm glad we left a trailer on for Power Plays. Now it looks like it's pricing in a little too much good news. 

Meta (META) has been frustrating, and I wish I'd taken more off at higher prices. I'll keep it on a short leash, but will let it ride for now. 

Microsoft (MSFT) was in beast mode last week, hitting $468.35 last Friday. It's since come down to Earth as money rotated away from tech.

Hopefully, the increased pace of earnings over the next couple of weeks will give us opportunities to position in new Power Plays.

Have a great weekend. You earned it!

-Scott