It was a strong week for the market after the MLK holiday and Inauguration day. 

We’ve been in a great active bull sequence since the CPI gap and go last Wednesday. 

SPX remains in all-time highs territory and on track for the second big weekly gain in a row. 

Next week is a big one with the FOMC and Mag7 earnings.

My focus has been on META for an earnings play.

MSFT, TSLA, and AMZN all reporting next week as well. 

Now let's go through our names:

Cameco Corp (CCJ) is pulling back today but still holding above the $56 area. Other nuclear names showing strength. We trimmed this one this week.

Amazon (AMZN) remains one of the stronger Mag7 names. I bet this would be the first one to hit a new all-time high and it did today. We’ve trimmed some of our long but sticking with it.

DoorDash (DASH) has been a top 3 focus for me this year. This reclaimed the moving averages yesterday before pushing past $183+. We’ve trimmed and are still long.

ON Holding (ON) is trading around that $60 area I called out last week. We took some profit on this name as well this week.

-Scott