Follow the Liquidity: Market Momentum Leaders

The Fed is easing into a tape that's 1% off its highs with QQQ up 6% in 21 sessions - liquidity is loose and you don't fight it. The Oct 8 wobble was rotation, not risk-off: money is leaving crowded AI infrastructure and chasing the strongest momentum names with real cash flows. When liquidity is this supportive, you buy what's working and bet big - these are the horses winning the race, and I'm cutting any that stumble. Catalysts: - 2026-10-08 Stocks edge lower on growing AI caution - rotation out of highest-beta AI names rather than broad risk-off (https://finance.yahoo.com/markets/stocks/articles/stock-market-midday-oct-8-164423942.html) Launch basket (equal weight): PLTR, APP, HOOD, COIN, MSTR, IREN, RKLB, GE, GEV, NET Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.