BiggerPicture Trading Newsletter

BiggerPicture Trading Newsletter

The Nightly Trigger - August 4

SPY & QQQ Reclaim Daily 21 EMA

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Bigger Picture Trading
Aug 05, 2025
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Good evening, Traders and Investors!

Today’s reclaim of the 21 EMA marks a decisive shift in short-term control. Uptrend remains intact for now.

SPY

QQQ

QQQ is printing a fresh daily squeeze above its 21 EMA.

This will be key for the next big move from here (higher or lower).

After last week’s weakness, the door is now open for:

  • Bounce continuation setups

  • Tactical longs on RS leaders

But context still matters…


Why It Matters

  • The 21 EMA is a momentum filter — reclaim signals short-term risk-on

  • Supports the volatility compression (squeeze) → expansion playbook

  • If it holds, expect solid follow-through in Relative Strength leaders

Sector Rotation: Where Relative Strength is Building Right Now

We spotted remarkable Relative Strength within risk-on sectors and themes:

  1. Crypto Miners/Blockchain (WGMI, STCE, IBLC)

  2. Recent IPOs (IPO)

  3. Uranium/Nuclear (NLR, URA, NUKZ)

  4. Growth Stocks (ARKK)

  5. Rare Earth Materials (REMX)

  6. Aerospace & Defense [Space + Drones] (DFEN)

  7. China Large-Caps (KWEB)

  8. Semiconductors (SMH)


Tonight’s Trigger Focus

Watch for:

  • Relative Strength leaders (held strong during the pullback)

  • Fresh squeezes now supported by macro reclaim

Very Positive Feedback from the Weekly Watchlist

All names on top watch ended up in the green today, following the over-the-weekend gap-up in the major indexes as well as a rally from market open right into the close today.

Trading A+ Squeeze Setups on the lower timeframes in the Relative Strength leaders remains the best strategy to squeeze as much as we can from these top-performing names.

🔥 Top 6 Squeeze + Relative Strength Setups and Sectors to Watch Tomorrow

These are the strongest A+ setups with Relative Strength on your BPT scanners going into tomorrow:

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