Window Dressing Season 2025 Kicks Off: Rotation back into Mag7/ AI All-Stars SurgeConfirmed

This blog reads like tomorrow's playbook, if you've been following closely over the past few days. 

 It's all about reading the cycles right:

 From Saturday's post [linked]: 

"Energy Up 4 straight days 

Tech high-fliers down 4 straight days

Classic rotation into “dead money” ahead of Thanksgiving week.

Earnings season in the rearview, illegal window-dressing now open!" 

 

Monday Pre-market confirms the forward pass:

Oracle up 2.75% in pre-market - says a lot. $ORCL #Mag7 #StocksToWatch $NVDA $NDX $SPX #WindowDressing #HappyHolidays #AI #Investors #CNBC pic.twitter.com/eGvpqmnnUF

— Veteran Market Timer (@3Xtraders) November 10, 2025

 

Remember Oracle⸺the new Mag7 AI leader, that was set to replace NVIDIA?

yeah 🤣

 

I laugh, because no sooner than CNBC Pro traders finished squeezing 

the short sellers on that story,  Oracle (trading at $345) was dumped like a $20 whore.

  

I also laugh because I'm up massively on the calls I doubled down on.

 

This mornings lineup: 

 

 

Most Valuable Player Sandisk is indicated higher, even after last weeks unbelievable forward pass: 

 

 

Grok's Premarket Snap Count: The Surge Is On

Nasdaq Futures: +1.5% to ~23,400—tech’s rebounding from last week’s -3% fumble, but it’s a targeted drive, not a full-field sprint.

Seagate (STX): +4.5% pre-open to ~$292 (from $279 close)—NAND storage for AI data centers is the quarterback here. Funds love the semis play without NVDA’s froth risk.

Super Micro (SMCI): +4.75% to ~$42.50—AI servers bouncing back from earnings woes. Perfect for that “heavily in AI infra” flex. Super F$#@^& Micro Computer... ?! YGBFKM  

This mornings huddle: Semis in Focus

Another Tweet From the Sidelines 

Semiconductors pull back to the 20 day ma. This is suppose to scare me? $PSI $SOX $SOXL #Semis $VIX 20-ish (smells like the usual bear trap) 😅 pic.twitter.com/XsxTZwASRC

— Veteran Market Timer (@3Xtraders) November 7, 2025

 

We're just getting started exposing the illegal window dressing season; be sure to tune in during the holidays 🎄 

 Take Care, 

AA  

 

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