Hello TheoTrader, Gianni here. 

You know what? 

We're gonna see the S&P above 7,000. And I want you to be prepared for that. 

This thing is gonna get pumped like beyond what you could even imagine. 

But we are going into the final mania of this bull market, and that's not even that much higher - just 11% from where we closed today at 6,279.

But here's what everyone celebrating these new highs is missing: I'm flashing yellow, turning orange at this point.

While everyone's euphoric about that jobs report, I'm sitting here with 10% cash and raising stops across the portfolio. 

You know why? 

Because we're at the stage of the cycle where the junk is going to start to outperform. 

I shared that Rigetti Computing(RGTI) idea yesterday - these types of names that don't have the most extensive business background tend to do well, especially when they're highly shorted, in the later stages of the cycle.

So here's what I'm doing while everyone else is chasing momentum: I'm raising cash on positions. 

That doesn't mean I won't have trade ideas next week - I plan on it - but right now it's a matter of rotation. 

We're getting close to that area where we need to capture gains to protect ourselves.

The Smart Money Move Right Now

Don't be surprised if we get an absolutely ridiculous start to next week. 

But our plan is going to be selling into the strength at this stage of the cycle. On 10% positions like Uber and AMD, we want to sell half. On smaller 5% positions, we're selling all when they hit targets.

You can still get parabolic rallies late in these stages - that's exactly what I'm expecting. 

But don't bet against the Fed. They're gonna lower rates probably in September, this big bill's being passed in Congress, and it's setting up for a great opportunity to make a lot of money.

Here’s What I’m Doing Next Week

Going into next week, focus on raising cash while staying positioned for one final push higher. Set alerts on quantum names, watch for crypto strength over the holiday weekend, and be ready to sell into any "ridiculous" Monday opening.

The mania's coming - but the smart money knows when to start taking profits.

Have a great 4th of July weekend!

Gianni Di Poce

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