MonthPulse Tactical: Neutral/Volatile Setups for Jan 2026 [NA Market]

AI Summary

Author lays out four long tactical momentum setups for the next 30 days: Coinbase, Cameco, Pan American Silver, and Nvidia, each with a stated catalyst and price target.

COIN — LONG The author argues Bitcoin is proving to be the safe haven of 2026 and that with BTC holding $95k, Coinbase's transaction volumes are set to explode. They set a $350 target from $255.47, a +37% move, over the next 30 days. The author flags the trade as high risk and high beta.

COIN (Coinbase): Bitcoin is proving to be the safe haven of 2026. With BTC holding $95k, COIN's transaction volumes are set to explode.

CCO.TO — LONG The author argues energy security is back on the menu and that with oil volatile and nuclear adoption growing, Cameco is the premier way to play the uranium squeeze on the TSX. They set a C$185 target from C$152.17, a +21% move, over the next 30 days, rating the risk medium.

CCO.TO (Cameco): Energy security is back on the menu. With oil volatile and nuclear adoption growing, Cameco is the premier way to play the uranium squeeze on the TSX.

PAAS — LONG The author says silver is parabolic at roughly $92/oz and that miners lag the spot price, giving Pan American Silver significant catch-up potential. They set a $75 target from $55.86, a +34% move, over the next 30 days, rating the risk high.

PAAS (Pan American Silver): Silver is absolutely parabolic right now (~$92/oz). Miners lag the spot price, which means PAAS has significant catch-up potential.

NVDA — LONG The author calls Nvidia the king resting, arguing NVDA at $182 offers a tactical entry before the next leg of AI capex announcements. They set a $250 target from $182.14, a +37% move, over the next 30 days, rating the risk medium.

NVDA (Nvidia): The king is resting. Down from highs, NVDA at $182 offers a tactical entry before the next leg of AI capex announcements.

Score 5

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Ideas

u/cececookiesncream Reddit r/stocks

Coinbase volumes explode on BTC $95k

The author argues Bitcoin is proving to be the safe haven of 2026 and that with BTC holding $95k, Coinbase's transaction volumes are set to explode. They set a $350 target from $255.47, a +37% move, over the next 30 days. The author flags the trade as high risk and high beta.

u/cececookiesncream Reddit r/stocks

Cameco premier uranium squeeze play

The author argues energy security is back on the menu and that with oil volatile and nuclear adoption growing, Cameco is the premier way to play the uranium squeeze on the TSX. They set a C$185 target from C$152.17, a +21% move, over the next 30 days, rating the risk medium.

u/cececookiesncream Reddit r/stocks

Pan American Silver catches up to silver

The author says silver is parabolic at roughly $92/oz and that miners lag the spot price, giving Pan American Silver significant catch-up potential. They set a $75 target from $55.86, a +34% move, over the next 30 days, rating the risk high.

u/cececookiesncream Reddit r/stocks

Nvidia dip-buy before AI capex leg

The author calls Nvidia the king resting, arguing NVDA at $182 offers a tactical entry before the next leg of AI capex announcements. They set a $250 target from $182.14, a +37% move, over the next 30 days, rating the risk medium.

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Ideas

More from Reddit — r/stocks