Comments on: Weekly Market Wrap & Trade Ideas 1-30-26 https://rightsideofthechart.com/weekly-market-wrap-trade-ideas-1-30-26/ Stock Trading, Investing & Market Analysis Tue, 03 Feb 2026 01:39:30 +0000 hourly 1 https://wordpress.org/?v=6.9.4 By: Ethelred https://rightsideofthechart.com/weekly-market-wrap-trade-ideas-1-30-26/#comment-37886 Tue, 03 Feb 2026 01:39:30 +0000 https://rightsideofthechart.com/?p=219205#comment-37886 Hi Randy — enjoyed the post, and great calls on silver. Thank you!
I noticed you’re not long on AI-linked memory storage (eg MU / WDC / STX) or semi equipment (eg LRCX / AMAT). This is where I’ve made most of my profits this past quarter or so. Given the current signals—tight supply and strong pricing in memory plus continued AI capex and manufacturing complexity—what are the main reasons you’ve stayed out?

]]> By: rsotc https://rightsideofthechart.com/weekly-market-wrap-trade-ideas-1-30-26/#comment-37878 Mon, 02 Feb 2026 14:53:27 +0000 https://rightsideofthechart.com/?p=219205#comment-37878 In reply to Gino.

I did a video covering DJP & a ton of commodities a couple of weeks ago, which can be viewed here: https://rightsideofthechart.com/swing-trade-ideas-1-22-26/#

I’m still longer-term (months to years) bullish on commodities, although there are always some bullish & some bearish at just about any point in time. As such, if one has the time & inclination, they should be able to handsomely outperform the broad commodity index tracking ETFs by swing & trend trading the most bullish commodities long & shorting the most bearish ones

]]> By: Gino https://rightsideofthechart.com/weekly-market-wrap-trade-ideas-1-30-26/#comment-37874 Mon, 02 Feb 2026 08:38:49 +0000 https://rightsideofthechart.com/?p=219205#comment-37874 Hello Randy, did you make a update on DJP and what is your take on it both on market fundamentals and technicals? In advance thank you very much.

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