UPST looks like a good risk reward here I think, holding the recent 61.8% retracement. Use a stop on this week's low. Decent relative strength all things being equal. My model says that upside target that the stock can head all the way up to 208.1. This is mostly a function of range and implied volatility.

Bonds look safe to short again. I think shorting the hole here is tough, I would wait for a retrace back above the 157 handle on the June classics contract as risk-reward against this week's high.

CCJ I think we keep adding to the winner. Oil & Gas divestment flows should really start to accelerate after this year and names like CCJ will be big winners years out from now. It finally became "safe". This is a long term idea now. Playing this massive breakout.

NVDA very tempted by this chart and took a small long position today with a risk-reward against this week's low.

My short exposure is basically nonexistent at this point. Some of the energy plays look like big blow off tops but I have a hard time getting short a commodity supercycle, especially if interest rates are starting to catch up.

Best of luck. Be sure to check out the prior posts to understand the full context of these ideas.