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[@AreteTrading](/creator/twitter/AreteTrading)
"📌 Biotech Rotation 🔹Outperforming semis as volatility shifts 🔹Lower cash burn with rate cuts = stronger upside 🔹Post-drug approval pops ( $MLYS $NKTR $INSM) drawing institutional flows"  
[X Link](https://x.com/AreteTrading/status/1972304076261191964) [@AreteTrading](/creator/x/AreteTrading) 2025-09-28T14:15Z 12.9K followers, XXX engagements


"Themes to watch this week: 🔹Breadth: Nasdaq broadening (NDFI XX% and DTL break) 🔹Flows: utilities miners biotech drones ( $UFO ) showing bid; semis still constructive vs $SPY on weekly cloud work 🔹Defense vs $SPY breaking out = country/sector selectivity matters 🔹Shutdown: market ignored it; risk rises if we hit mid-Oct without military pay"  
[X Link](https://x.com/AreteTrading/status/1974817437980704975) [@AreteTrading](/creator/x/AreteTrading) 2025-10-05T12:42Z 12.9K followers, XXX engagements


"One sector is rising above the rest and you need to pay attention to it $URA $QTUM $BLOK $MU earnings and how I am trading it"  
[X Link](https://x.com/AreteTrading/status/1970616350423830814) [@AreteTrading](/creator/x/AreteTrading) 2025-09-23T22:28Z 12.9K followers, 1808 engagements


"📌 $LVMHF & $HESAY Luxury Demand China A-shares ripping domestic wealth effect Rising demand for European luxury goods (Ferrari Louis Vuitton Hermes) Beneficiaries: $LVMHF $HESAY $RACE"  
[X Link](https://x.com/AreteTrading/status/1972304079994204175) [@AreteTrading](/creator/x/AreteTrading) 2025-09-28T14:15Z 12.9K followers, XXX engagements


"You can be wrong half the time and still make a fortune if you cut losses quickly. - Richard Dennis"  
[X Link](https://x.com/AreteTrading/status/1979925521908568353) [@AreteTrading](/creator/x/AreteTrading) 2025-10-19T15:00Z 12.9K followers, XXX engagements


"The X setups Im watching this week NASDAQ leadership regional bank truth serum and a stealth rotation into biotech/health care. If you trade stocks or ETFs this thread gets you ready. 🧵👇"  
[X Link](https://x.com/AreteTrading/status/1979926609101488570) [@AreteTrading](/creator/x/AreteTrading) 2025-10-19T15:04Z 12.9K followers, XXX engagements


"Last week highlights: ✅ $SPX still wedged under 12/22 MAs; XX = line in the sand 📈 $NDX reclaimed its 22dma leadership back to tech 🟣 VIX/VXX ratio flashed the same April bottom style unwind 🟠 Regional-bank panic but little follow-through; $HYG bid"  
[X Link](https://x.com/AreteTrading/status/1979926610355585478) [@AreteTrading](/creator/x/AreteTrading) 2025-10-19T15:04Z 12.9K followers, XX engagements


"📌 $QQQ Leadership Check 🔹 Close back above the 22dma; $SPX / $NDX ratio keeps falling (we want that). 🔹 Continuation setup as long as $QQQ holds 22dma; add on strength vs $SPY"  
[X Link](https://x.com/AreteTrading/status/1979926611706163326) [@AreteTrading](/creator/x/AreteTrading) 2025-10-19T15:04Z 12.9K followers, XX engagements


"📌 $IBB Biotech Rotation 🔹 Closed at a multi-year high Friday. 🔹 Policy tailwind (priority reviews / rare-disease fast tracks). 🔹 Continuation if it holds the breakout; watch followers: $RVMD $INSM $MLYS"  
[X Link](https://x.com/AreteTrading/status/1979926615401419166) [@AreteTrading](/creator/x/AreteTrading) 2025-10-19T15:04Z 12.9K followers, XXX engagements


"📌 Whos vulnerable near-term 🔹 Mainland China A-shares $ASHR saw broad selling ahead of headlines 🔹 $BABA $BU and broad China ADRs at risk if tensions persist 🔹Germany/EU exposed via autos (licenses parts flow). Rotation risk back to U.S. if Europe tightens. Vol plays directional heroics"  
[X Link](https://x.com/AreteTrading/status/1977372399713567219) [@AreteTrading](/creator/x/AreteTrading) 2025-10-12T13:54Z 12.9K followers, XXX engagements


"📌 Auto financiers in trouble 🔹 Tricolor bankruptcy = first real crack in auto lenders 🔹 Watch the loan buyers & dealers: $KMX $AN $ALLY $BX $OWL $ARES 🔹 $CVNA: loan buyers may hesitate; I staggered puts around earnings timing. Consumer wobble also showing up in $NKE $SBUX $ANF"  
[X Link](https://x.com/AreteTrading/status/1977372401269662154) [@AreteTrading](/creator/x/AreteTrading) 2025-10-12T13:54Z 12.9K followers, XXX engagements


"📌 $ZION Earnings Catalyst 🔹 Mon AM for $ZION Tue PM for $WAL. 🔹 Calm guidance = $KRE relief bounce; messy credit answers = fade pops. 🔹 Trade around premarket gap levels; keep size tight into prints"  
[X Link](https://x.com/AreteTrading/status/1979926613572600195) [@AreteTrading](/creator/x/AreteTrading) 2025-10-19T15:04Z 12.9K followers, XXX engagements


"Themes to watch this week: 🔹 VIX expiry Wednesday often a pivot 🔹 $HYG strength says not systemic (yet) 🔹 Regional-bank calls = market tone setter 🔹 $SOFI & $HOOD = high-beta proxies for $XLF risk 🔹 Still favor $NDX leadership while $QQQ 22dma"  
[X Link](https://x.com/AreteTrading/status/1979926620216406339) [@AreteTrading](/creator/x/AreteTrading) 2025-10-19T15:04Z 12.9K followers, XXX engagements


"I break down the $VIX / $VXX ratio signal the $ZION / $WAL game plan and X bonus biotech screens in my full video"  
[X Link](https://x.com/AreteTrading/status/1979926621575356495) [@AreteTrading](/creator/x/AreteTrading) 2025-10-19T15:04Z 12.9K followers, 1053 engagements