The bulls are in control
The market is grinding higher, and all signs point to strength. We’ve had every opportunity to break down — interest rate fears, tariff headlines, geopolitical tension — but none of it has mattered. Stocks continue to climb, and now AI stocks are breaking out in 2025 like it’s open season for speculative money.
The Market Keeps Ripping — Here’s Why
Even with high interest rates and headlines from Trump and China, the market refuses to quit. Thursday looked like a change in character, but Friday’s action erased any doubt. The bulls are in control.
Breadth is improving — the T2108 is pushing higher, and market internals are signaling real momentum. And it’s not just the indexes. Individual stocks are ripping. This is a trader’s market.
Key Sectors to Watch This Week
- Silver and XME: Metals are moving. I’ve got a swing on silver options with a month out, and I’m watching XME closely as it continues to show strength.
- Oil: Starting to round out, could be primed for a push.
- Semiconductors: SMH is testing a big zone. NVIDIA’s dominance is carrying the group, and we’re seeing money rotate into AI and quantum names.
My AI Watchlist – Stocks Ready to Rip
The AI stocks breakout in 2025 is in full force. Here are the names on my radar:
- QBTS – A turd of a company with huge momentum. 83 million shares traded and it didn’t even gap up Friday. A clean read-to-green setup could be on deck.
- QUBT & sERV – These quantum/robotic stocks are following the speculative flow. The Qs go, then the robots go.
- LTbR – Tightening beautifully after a breakout. This is one of the cleanest flags in the group.
- SHOP – Looks ready to break 130. Could be a swing candidate now that earnings are behind us.
- AMZN – Big breakout last week. Momentum is real.
- RIVN – Pullback into demand. I’m watching for a potential swing if it starts to curl.
- URBN – Another potential swing play. Nice tight setup developing.
Trade the Market You See, Not the One You Read About
Look, we don’t know why the market is going up. High rates, slow economy, tariffs — all the usual bearish headlines. But price action doesn’t lie. This is a speculative, trend-friendly tape. And as traders, it’s our job to show up and trade it.
Don't overthink the macro. Focus on setups. Trade what’s in front of you.
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About the Author
Kunal Desai is the founder of Bulls on Wall Street and a veteran trader with over 15 years of experience. He’s taught over 7,000 students and trades live with his community daily. When he’s not trading or mentoring, you’ll find him lifting weights, chasing his toddler, or making fresh coconut curry in his Florida kitchen.
