Pre Market Thoughts - 8 Sep 26 A very MEMORABLE morning in asia as memory stocks continue pushing up. $00660 is up 3%, going off the 1.6-1.7m support zone. Meanwhile in overnight markets, MU and SNDK are up as well. To recap, i have been emphasizing that we have already seen selling exhaustion and the next leg is triggered by stop ins from funds who are not positioned for a move up. (See past notes about record low net and gross leverage across PB data) The next thing i want to talk about is my caution in crypto. Since i made the call yesterday, we have seen already some softness in majors. This is nothing fundamental, it is just more people realizing that liquidity at these levels are thin and getting out. I hold firm to my call that this is the time to rotate out of crypto and into AI equities. I would look to rebuy crypto after a flash crash event in alts which i believe is coming soon. For majors, the 72k-74k level is where i see support for BTC. Your RH trench tokens? Some will survive, some wont. Which ones will? Those with some semblance of a product, cash flows. As i said in my last note, i would look for AI tokens to bid in the next drawdown leg for crypto. This week is relatively light. We have ORCL earnings on SEP 10, CPI on SEP 11. (See https://terminal.gambit.zone/radar -> Calender). Option markets are implying a ~12% move on earnings for ORCL (https://terminal.gambit.zone/earnings) Good luck!(degentrading)