Tech frenzy

12.52 pm The index is down 26 points as Aussie dollar strength hurts sentiment and the resources are under some mild pressure. Despite having some OZL and WHC on board, I've done ok thanks to a few tech longs which are riding the NASDAQ wave. So, Appen, which I bought towards the close at 1059, is up 37 to 1098 where I've sold half. Altium might have further to go and I missed my fill on the close yesterday so paid up to 2180 this morning. It's currently 2205 and the shape of the action encourages me to think that the stock can push straight through to 2350-2400.

I've been looking for a low to buy A2M and thought it might get close to 900. Instead, it started to rally off yesterday's higher low (compared to 919 on May 23) so I'm long at 976. Up to 1002.

Best of the shorts is Pact Group, down 4%, though I cut MFG on an early push to 2290 thinking its FANG holdings would provide support. Back at 2276 now.
Small caps are flat, out of BMN at 5.4 though it's a tick higher now.

4.28 pm The index couldn't recover but neither did anything change technically despite a 31 point fall to 5995. I'm square overnight and would prefer a fall to 5950 or a little below because I think a rally would be more likely to gain traction if that were the case.
Otherwise I made money net despite the small caps being down a little, mainly on Z1P dipping 3.5 to 87.5. 
I shorted some Transurban yesterday and added on today's close at 1168 after a minor sell signal was confirmed.