The KE Report

TG Watkins - Rotation into Small Caps, AI Leaders Cooling, and Bullish Setup in Silver, Uranium, and Copper

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In this market focused Daily Editorial, we welcome back TG Watkins, Director of Stocks at Simpler Trading and editor of the Profit Pilot website and YouTube channel. TG joins us every few weeks to provide a data-driven look at key trends in markets and equities, based on what he’s seeing in his charts and trading room.

 

TG breaks down several important themes playing out right now:

  • S&P 500 grinding above 6,000, despite expectations of a pullback
  • Rotation underway: Leaders like Nvidia and Broadcom are stalling, while names like Qualcomm, ARM, and Micron catch a bid
  • Small caps are playing catch-up, with the Russell 2000 (IWM) outperforming large caps in recent days
  • Gold consolidating, but gold equities (GDX, GDXJ) and silver stocks (SIL) show technical strength
  • Copper and silver may be flashing signs of broader economic growth
  • Nuclear stocks still a buy: TG remains bullish on the small modular reactor trend, with names like Oklo and NuScale holding up after big runs

    •  

    Click here to visit Profit Pilot to follow TG’s trades and market videos.

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