Two major market hotspots: Conditions for chasing CRCL at high levels, and key operational points for RBRK in cybersecurity

Let's discuss the two hottest themes in the current market. The first is stablecoins.

$Circle (CRCL.US)$ 1. Circle surged nearly 10% again yesterday, bringing its stock price back to short-term highs.My medium-term outlook for Circle remains largely unchanged.The upside target can stillbe seen at $110–$120.，If you didn't buy in at the previous low of $70There are no participants nearby,At this current level, the risk-reward ratio for chasing further gains has completely changed., so for short-term trading,if you must participate in Circle,Well,you should only treat it as a hot theme where capital is clustering.Purely chasing highs, judging from the stock price pattern,$84 is currently the two-weeklow for Circle,if you judgethat $84 has been effectively broken out,At the same time, it is believed that major capitalin order to maintain strength,may not offera particularly comfortable pullback in the short term,so one could indeed choose to chase the highs with a small position, butThis strategy comes with a prerequisite:that youare willing to accept $84 as the absolute risk controllevel,once $84 is effectively broken below, you mustexecute the stop-loss plan, if you have strong execution discipline and already hold a position in the core technology sector, but do not wish to increase your exposure further, you can choose toset a risk control stop at $84,chase the highs on CRCL after the market opens

The last hot theme worth watching is RBRK, which falls under the cybersecurity concept. $Rubrik (RBRK.US)$

WhyAre you still willing to focus on the cybersecurity sector? Because ascloud computing businesses continue to grow, corporate demand forcybersecurity will also grow in tandem, so cybersecurity actuallyhas a very clear AI synergy logicrather thanAnother advantage of RBRKis that since the beginning of this year, it hasnot experienced any significant overheating or excessive rallies. Although short-term momentum appears strong recently, ifwe extend the time horizon, the current stock price is essentiallyback to the same level as this time last year，Plus, in the first half of the year, RBRKAfter such a prolonged period of correction,I believe the probability of reclaiming the previous high of $108 within the yearremains promising and worth anticipating.If you already hold positions in the core technology sector,and also wish to allocate a portion to hot thematic stocks,I actually think that scaling into RBRK is more suitable for most investors than chasing Circle at current highs.,Aggressive investors can stilllook for an entry point to initiate a position in RBEK,and if the stock price does correct, seek a second entry based on subsequent market conditions.price level,The truly critical signalThe previous high of $108 remains key; once the stock price effectively breaks through this $108 resistance level,RBRK has the opportunity to embark on a stronger primary uptrend.

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