Markets had a solid week thanks to strength in semiconductors off the Micron (MU) earnings report.

Plus, central banks around the world are moving towards a more accommodative stance, with China making big news this week on its stimulus.

And small caps showed some relative strength to close the week following the light PCE Price Index.

From a strategy standpoint, I chose to trim many of our Power Plays into strength.

However, I expect dip buying opportunities within their longer-term uptrends.

That said, Bitcoin is a main focus of mine now, and it could drive real upside into Thanksgiving.

Now let's dig into our Power Plays.

iShares Bitcoin Trust ETF (IBIT): I added this Thursday because I expect an upmove in Bitcoin, perhaps to $85,000 or even higher. And of course in that case, IBIT would resolve higher.

Draftkings (DKNG) is getting a little tailwind on chatter about potential strong NFL betting activity. The chart still looks great.

Nvidia (NVDA) got a lift on the strong Micron (MU) earnings report, but it got dragged back down, perhaps because of the Super Micro (SMCI) controversy.

Dell (DELL) shot up fast after we added. I'm glad we took profits because it's come back down.

Doordash (DASH) could use a break since it's been rallying so hard. I'm looking to reload on dips.

Meta (META) has been a pain in the you-know-what but hit $576+ this week. I'm leaving a trailer on to see how far it can run.

Amazon (AMZN) has been a very tricky stock as of late, and a bit frustrating. I'm still long but it may need time to make a real move.

Tesla (TSLA) has been by far the best Mag 7 name in September, and it feels like there's a lot of anticipation into the Robotaxi event on October 10. I'm sticking with it.

Have a good weekend!

-Scott