TG Watkins - Small Caps, Crypto, Software Stocks, Precious Metals, Critical Minerals
The KE Report May 4, 2026
Summary
Capital is rotating from overbought mega-cap tech and semiconductors into overlooked sectors like small caps, software, and critical minerals.
Technical analysis suggests Bitcoin and Ethereum have established definitive support floors, creating potential buying opportunities for crypto miners.
Uranium and lithium technical flags indicate the commodity super-cycle remains intact, while precious metals experience healthy consolidation.