These are tricky times.

The past two weeks, the market has bottomed on Monday and crawled higher throughout the week.

However, we are in a period where the market is not in a "rising tide lifts all ships" environment, so stock selection is key.

Even with the Mag7, we are seeing big divergences.

And there are individual stocks like Palantir (PLTR) Meta (META), and Power Plays name Netflix (NFLX) showing phenomenal strength.

We've seen many key leaders like Apple (AAPL) and Amazon (AMZN) falter after earnings.

On the plus side, this can set up additional long opportunities in the weeks ahead as stocks settle and finds support.

This is a good time to take a deep breath, and examine all your holdings.

Have a good reason for owning whatever you have.

Clean up loose longs.

And do not overtrade because cheap stocks can become cheaper.

Our game plan will be to pick our spots carefully with names that look like they can show relative strength even in a flat market.

Alibaba (BABA) is on my radar right now. I think it can rally into earnings, which are expected on February 20. It's just a matter of finding the right entry.

Now let's go through our names:

Arbe Robotics (ARBE): I like the robotics names short-term, which is why I ARBE on Thursday. It's getting hit today to end the week, though it's not in the danger zone just yet.

Netflix (NFLX) joined Power Plays on Tuesday. It's a clear market leader now, showing nice relative strength, though it may need a few days of digestion before setting up for a bigger rally.

Nio (NIO): I added this speculative EV name last Thursday on the belief it could follow Tesla (TSLA) higher. It's down so far, but the overall pattern is intact so I still will stock with it.

Have a great weekend!

-Scott