GNRC
GENERAC HOLDINGS INC
stock NYSE

**What are you all buying Q3? I'm All IN for this 3rd inning of the Tech AI Data Ceter Play. Long term holds till extra innings.**
**Data MU, SNDK, WDC, AVGO, CRWV,**
**Energy -FCEL, VRT, GEV, GNRC**
**Optical - GLW, COHR, FN,**
**Data construction - MTZ, STRL, MTRN**
**Quantum -IONQ, RGGT, IBM**
**AI-NVDA CRWD, PLTR**
**Semi -CRDO, INTC, AMD,TSM,ALAB**
**Space -RKLB, SpAceX**
**Robotic -Tesla, Symbotic ,TER**

Semis were close to rolling over. Then they woke up.
Most people weren’t paying attention to how clean the 21EMA retest on $SMH actually was.
When the ETF is testing its 21EMA, look at the individual stocks within that theme that are front-running it. Those are the names screaming “I am a good buy” before the crowd even notices.
That’s exactly what happened with Chips and AI names
$AMD $INTC $MRVL $DELL $NBIS $GNRC $BE $MU