A period in financial markets when overall asset prices are rising or expected to rise over a sustained period. It is characterized by investor optimism, confidence in the economy, and a broad willingness to buy.

This is a bull market, and it’s being powered by earnings tied to arguably the most transformational technology of our time.

Not only that but Trump revealed he made nearly 4,000 stock trades between January and March, averaging roughly 44 trades per day.

Of course he’s not sitting there actively placing every trade himself but it still says something. When the commander in chief has this much exposure to the market, it reinforces how important stocks have become to the broader political and economic picture.

Bull market things…

One thing I’ve seen over the past few days is people claiming AI is useless.

I understand that some people like to push that narrative, but I don’t understand how you can say that when there are several major things happening at the same time.

1. Explosive earnings

2. Mass adoption

Not only are earnings accelerating at a historic rate, AI is just now reaching the point where almost everyone I know is using it.

The big news that came over the weekend is the fact that we have mainstream AI powered devices coming with the Microsoft and Nvidia PC this upcoming week. Soon enough, every device will run AI locally and having an AI agent complete tasks on your phone will feel completely normal.

Things are moving quickly.

Boomers and Gen X are now using ChatGPT for everyday questions. Millennials and Gen Z are using Claude to code, build products, and launch businesses. Gen Alpha is growing up with AI embedded into school and everyday life.

AI is becoming part of daily life across every generation.

Today’s AI is the equivalent of the big, bulky computer that everyone used in the 90s.

That’s how early we are. People are underestimating where AI is headed, just as they underestimated where the interney was headed 30 years ago.

I know everyone is eager to point out a “bubble” and points at Nvidia as the new Cisco, but let’s review the facts.

• Valuation: Cisco traded around 200x earnings at its 2000 peak. Nvidia trades at roughly 27x forward earnings today.

• Growth: Cisco grew revenue at about a 55% CAGR from 1997 to 2000. Nvidia has grown revenue at roughly a 75% CAGR over the last three years.

• Earnings: Cisco was generating around $1.3B in quarterly cash flow near the dot com peak. Nvidia is generating roughly $25B per quarter.

Also note that the dot com boom went on for 5+ years. We’re about 3.5 years into this bull market…

And yes, we are capitalizing.

Big time.

If you’re not already in the subscriber chat, I strongly suggest paying attention to it.

This is where I post all of my new trades as I enter them. I walk through the trade idea entirely including my thesis, risk level, cost basis, and more.

Last week I alerted subscribers that I added three new positions.

• TE at $6.4x

• FLNC at $17.8x

• NET at $204x

This week I alerted subscribers to four new positions.

• SMCI at $35x

• MRCY at $101x

• PLTR at $133x

• One compute + datacenter stock that has yet to run but just got massive news last night…

This is also where I post a daily thread with my thoughts on the day ahead, relevant headlines and macro events, my main focus names, notable upgrades and downgrades, and anything else I’m watching.

The chat itself has basically become a live market group chat. We have a ton of smart people sharing ideas, setups, headlines, and observations throughout the day, and there’s a lot of genuine alpha in there.

I honestly think it might be one of the most (if not the most active) subscriber chats on Substack.

Come join us!

In the remainder of this article I’m going to discuss a hidden AI device winner nobody is talking about that I’m looking to get positioned in as early as Monday (reminds me of QCOM), three Trump backed names that still haven’t exploded yet, the new potential bottleneck Larry Ellison just highlighted and the stocks best positioned to benefit, a stock with a hidden robotics angle and a massive weekly base, my trading portfolio and current holdings, my favorite charts, the overall market setup, and much more.

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Nearly every stock in the market outside of AI infrastructure has lagged.

But I think that’s about to change.

Over the past few months you had to force yourself into semiconductor stocks or you risked being left behind. Anything that wasn’t tied to AI infrastructure was ignored and left for dead.

Market psychology is funny. Capital flows into the same few mega winners and once that trade gets too crowded and extended, the market starts hunting for the next place to rotate.

It’s like a carousel, capital keeps rotating from one horse to the next.

Where is that carousel headed next? That’s where the alpha can be found, and that’s what I’m going to discuss below.

If you’re not already in the subscriber chat, I strongly suggest paying attention to it.

This is where I post all of my new trades as I enter them. I walk through the trade idea entirely including my thesis, risk level, cost basis, and more.

Last week I alerted subscribers that I added three new positions.

• TE at $6.4x

• FLNC at $17.8x

• NET at $204x

So far this week I’ve alerted subscribers to four new positions.

• SMCI at $35x

• MRCY at $101x

• PLTR at $133x

• One compute + datacenter stock that has yet to run, still flat from entry.

This is also where I post a daily thread with my thoughts on the day ahead, relevant headlines and macro events, my main focus names, notable upgrades and downgrades, and anything else I’m watching.

The chat itself has basically become a live market group chat. We have a ton of smart people sharing ideas, setups, headlines, and observations throughout the day, and there’s a lot of genuine alpha in there.

I honestly think it might be one of the most (if not the most active) subscriber chats on Substack.

Come join us!

In the remainder of this article I’m going to discuss where I think the next big trade is, where the market is headed from here, how I’m thinking about the AI infrastructure trade, my new positions that I added and the reasoning behind them, which sectors I think can see a big bid, where I think the biggest opportunities could be hiding, and more.

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I call those setups lightning in a bottle. They’re rare.

Whether it’s AAOI, AEHR, MU, AMD, or many others, this is the setup that preceded their monster moves.

The market rarely hands you a perfect pitch but there’s one setup I consider my favorite of all. And not many people talk about it.

I see people compare technical analysis to astrology all the time but I strongly disagree. At its core technical analysis is market psychology at the highest level.

TA is simply understanding where buyers and sellers are likely to react based on price, trend, volume, and widely watched levels. In a sense TA can become self fulfilling.

When a stock pulls into a major moving average, level, etc. people notice. A lot of market participants are watching the same exact areas.

Those spots bring in buyers because traders know other buyers are watching there too. If enough people are focused on the same level it naturally creates volume. I look at TA is predicting where the crowd may react and putting yourself in spots where the reward makes sense relative to the risk.

In my view, technical analysis and charts are simply a visual representation of human behavior and psychology.

And there are major ways to capitalize on that.

If you’re not already in the subscriber chat, I strongly suggest paying attention to it.

This is where I post all of my new trading positions and walk through the thesis behind each trade including my thesis, the risk level, and more.

Last week I alerted subscribers that I added three new positions.

• TE at $6.4x

• FLNC at $17.8x

• NET at $204x

And I also added a new position today in an AI infrastructure stock that nobody is talking about… yet.

This is also where I post a daily thread with my thoughts on the day ahead, relevant headlines and macro events, my main focus names, notable upgrades and downgrades, and anything else I’m watching.

The chat itself has basically become a live market group chat. We have a ton of smart people sharing ideas, setups, headlines, and observations throughout the day, and there’s a lot of genuine alpha in there.

I honestly think it might be one of the most (if not the most active) subscriber chats on Substack.

In the remainder of this article I’m going to discuss arguably my favorite chart pattern, how you can trade it, annotated examples with major winning stocks, how to identify this pattern when scanning, and much more. I strongly believe this setup is one of the strongest and most powerful patterns in the entire market, and it’s evident by the moves that followed this pattern forming on the charts.

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Another week, another all time closing high. If anything has been made clear over the past few years, it’s this:

It pays much more to be an optimist rather than a pessimist in the market.

Statistically, stocks are more likely to go up vs. down. Just look at an all time chart of the NASDAQ or S&P 500. Add in a transformational technology like AI and this statistic is skewed even further.

Sure there will be pullbacks but looking at things through a “market/world is doomed” lens just isn’t the way to approach the market outside of the once every 20 year financial crisis.

One could view this AI fueled bull market as a bubble, scam, etc. and sit on the sidelines. Or one could view this as the most transformational technology in history and participate.

One could focus on the situation in Iran, midterms, the labor market, debt, etc. Or one could focus on the increasing productivity, new technology, profits, earnings, etc.

Noise will always be there, but the charts and history don’t lie.

Over the long term, stocks go up.

If you’re not already in the subscriber chat, I strongly suggest paying attention to it.

This is where I post a daily thread with my thoughts on the day ahead, relevant headlines and macro events, my main focus names, notable upgrades and downgrades, and anything else I’m watching.

The chat itself has basically become a live market group chat. We have a ton of smart people sharing ideas, setups, headlines, and observations throughout the day, and there’s a lot of genuine alpha being passed around.

I honestly think it might be one of the most (if not the most active) subscriber chats on Substack.

This is also where I post new position threads and walk through the thesis behind each trade, including what I’m seeing, why I’m entering, my risk level, etc.

I also recently published my latest thematic primer.

The Robots are Coming 1.0 (link here).

In this one I discussed why robotics could become one of the biggest market themes of all time, how AI is beginning to move beyond the browser and into the physical world, which companies are best positioned to benefit, the names I own, and the names I’m looking to get positioned in.

I see a lot of robotics watchlists that focus only on the momentum names with horrible fundamentals but in reality, there are numerous high quality robotics stocks in the market today. They’re just hidden. Diamonds in the rough, if you will.

That’s what I tried to focus on in this primer: finding the real companies with real exposure and fundamentals before the theme becomes obvious to everyone else…

In the remainder of this article I’m going to discuss the OpenAI IPO and how you can play this major opportunity, the one lagging semiconductor company nobody is talking about with major ties to robotics, two AI infrastructure stocks that haven’t participated in this rally to the extent I’d expect but could start to catch up, a monstrous monthly base in the robotics + autonomy winner, a name with both government and mega cap backing setting up in a big base, my favorite charts, my trading account, the overall market, and more.

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My feed over the last few months has been discussing a bubble at length.

Everyone is discussing how similar the stock market is to the dot com bubble, and I’ve vehemently disagreed.

Sure there have been pockets of froth in the market, but nothing that compares to the dot com bubble. All because stocks are going up doesn’t mean it’s a massive bubble, especially because earnings are following stock prices.

We now have confirmation that two private market behemoths are looking to go public ASAP, in SpaceX and OpenAI. SpaceX filed their IPO prospectus yesterday, and OpenAI is rumored to look at filing theirs in the coming days.

Could they be looking to exit before the music stops? Do they need the market liquidity to dump their shares on suspecting retail investors?

I have to admit, there’s a bubble.

The question is where. And how can you capitalize on it?

If you’re not already in the subscriber chat, I strongly suggest paying attention to it.

This is where I post a daily thread with my thoughts on the day ahead, relevant headlines and macro events, my main focus names, notable upgrades and downgrades, and anything else I’m watching.

The chat itself has basically become a live market group chat. We have a ton of smart people sharing ideas, setups, headlines, and observations throughout the day, and there’s a lot of genuine alpha being passed around.

I honestly think it might be one of the most (if not the most active) subscriber chats on Substack.

This is also where I post new position threads and walk through the thesis behind each trade, including what I’m seeing, why I’m entering, my risk level, etc.

Just this past week, I alerted subscribers that I was buying TE at $6.4, FLNC at $17x, and NET at $204x.

Come join us!

In case you missed it, I’ve also published two articles I think will be worth your time.

1. The Robots Are Coming 1.0 (link here)

2. My Newest Long Term Investment (link here)

I strongly believe robotics is going to be one of the biggest themes of all time, and I’m starting to see signals that the market is realizing that. But the winners aren’t the names you see on your feeds all the time, they’re hidden. And I worked to uncover those.

My newest long-term investment follows buying Intel in the $30s and Reddit in the $130s earlier this year. I don’t initiate long term investments very often, it’s rare. But I saw an opportunity that stuck out so I decided it was time. You can read about it above.

In the remainder of this article, I’m going to discuss the current bubble I see forming, how you can capitalize on it, the themes I think will benefit, and how I’m looking to position for it. The new buzzword is bubble, so it makes sense to participate and capitalize on it because the opportunity is so obvious, right…?

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I didn’t want to chase something that had already gone up hundreds or thousands of percent. I also didn’t want to buy something just because it was down, those are often value traps.

My goal was to find something with a real business, earnings, multiple ways to win, and a story that I felt the market wasn’t fully appreciating yet. That’s usually where my favorite long term ideas come from.

I don’t like to buy stocks where the entire thesis is realized and everyone loves it, I like looking for companies where where the market may be missing the big picture.

I’ve alerted subscribers to just two new long term investments so far this year in 2026.

• INTC in the $30s (thesis + alert on the day of purchase here)

• RDDT in the $130s (thesis + alert on the day of purchase here)

You could say they’ve done well.

I don’t just buy anything at any price. For me to make something a long term investment, I need to see a combination of valuation disconnect, misunderstood upside, improving or exceptional fundamentals, and a major theme + narrative that I believe can compound over time.

And I think I’ve found another misunderstood asset.

In the remainder of this article, I’m going to discuss my newest long term investment, why I believe the market may be valuing it through the wrong lens, the hidden pieces of the business that I think are being overlooked, the upcoming catalyst that could force a rerating, and why I believe the setup offers the kind of asymmetry I look for in a long term position.

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And this upcoming week we have Nvidia earnings. It never ends, does it?

It’s easy to take for granted what a time it is to be involved in markets. The word unprecedented gets used too often but this environment has earned it.

Historic IPOs, AI, robotics, autonomous vehicles, space, crypto, etc. Never in history has more been happening at once, and we’re all lucky enough to be market participants in the middle of it all.

We’re starting to hear bearish/cautious rumblings out there, but what’s important to remember is that this market is going to pullback, pause, or consolidate at some point. And so what?

Pullbacks, pauses, and consolidations within an uptrend offer some of the best opportunities in an uptrend, especially after a major advance like the one we’ve had.

If you spend all of your time worrying about a crash that might come, you’re going to miss out.

Wouldn’t you rather take the chance and participate in the second greatest bull market in history (potentially the first by the time it’s over) vs. sit on the sidelines and wonder what if?

As long as you don’t fully lever yourself and risk everything, the risk of being sidelined has far outweighed the risk of participating…

If you’re not already in the subscriber chat, I strongly suggest paying attention to it.

This is where I post a daily thread with my thoughts on the day ahead, relevant headlines and macro events, my main focus names, notable upgrades and downgrades, and anything else I’m watching.

The chat itself has basically become a live market group chat. We have a ton of smart people sharing ideas, setups, headlines, and observations throughout the day, and there’s a lot of genuine alpha being passed around.

I honestly think it might be one of the most (if not the most active) subscriber chats on Substack.

This is also where I post new position threads and walk through the thesis behind each trade, including what I’m seeing, why I’m entering, my risk level, etc.

I also want to mention that this past week, I published my newest thematic primer:

The Robots Are Coming 1.0 (link here).

In this one I discussed why robotics could become one of the biggest market themes of all time, how AI is beginning to move beyond the browser and into the physical world, which companies are best positioned to benefit, the names I own, and the names I’m looking to get positioned in.

I see a lot of robotics watchlists that focus only on the momentum names with horrible fundamentals but in reality, there are numerous high quality robotics stocks in the market today. They’re just hidden. Diamonds in the rough, if you will.

That’s what I tried to focus on in this primer: finding the real companies with real exposure before the theme becomes obvious to everyone else.

Now, in the remainder of this article, I’m going to discuss a stock that reminds me of BE when I was laser focused on it at $80 per share back in November, two energy stocks that just had complete narrative shifts and look like they could be setting up for rerates, a legacy American company that just made a thesis changing business move, the SpaceX IPO and which name I think could be set up for a trade into that event, my trading account, my favorite charts, the overall market, and more.

Read more

Today, AI is mostly contained to chatbots, agentic AI workflows, coding, search, image, and video. It can write, research, analyze, summarize, code, plan, and automate tasks faster than any human ever could.

But the next major phase of AI isn’t just going to live behind a screen.

It will move into the physical world. This is where robotics comes in.

For the last few years the entire AI trade has been centered around compute, GPUs, data centers, power, networking, power, energy, memory, and the infrastructure needed to train and run increasingly powerful models. Before AI can act in the real world, it needs the intelligence layer first.

It needs the brain.

Now that brain is getting better at a rapid pace, and it leaves one major question.

What happens when you give that brain arms, legs, sensors, cameras, hands, and the ability to interact with the physical world?

That is the opportunity robotics represents.

Humanoids, warehouse robots, industrial automation, defense drones, autonomous machines, surgical robots, and physical AI systems are all part of the same bigger theme. AI is moving from chat bots that answer questions to systems that can take action.

Just yesterday, Figure Robotics live-streamed a team of humanoid robots running a full 8+ hour shift at human performance levels. The demo was fully autonomous running Helix-02, completing warehouse packaging and sorting tasks a human normally would at an exceptional rate.

This is going to become one of the most important market themes of the next several years.

The government is going to pour so much capital into this group in a race against China that I think it eventually becomes one of the biggest themes in the history of the market.

The market has spent the last few years pricing in the intelligence layer. The next trade may be about pricing in what happens when that intelligence gets a body…

If you’re not already in the subscriber chat, I strongly suggest paying attention to it.

This is where I post a daily thread with my thoughts on the day ahead, relevant headlines and macro events, my main focus names, notable upgrades and downgrades, and anything else I’m watching.

The chat itself has basically become a live market group chat. We have a ton of smart people sharing ideas, setups, headlines, and observations throughout the day, and there’s a lot of genuine alpha being passed around.

I honestly think it might be one of the most (if not the most active) subscriber chats on Substack.

This is also where I post new position threads and walk through the thesis behind each trade, including what I’m seeing, why I’m entering, my risk level, etc.

Come join us!

In the remainder of this article I’m going to dive into my robotics thesis, the names I’m watching in the market today, which names I’m most focused on adding, hidden names many people don’t know about in this theme, which names I currently have positions in, and why I believe this group could become one of the next major market themes.

I see a lot of robotics watchlists out there that miss most of the best names in the market.

This primer does not.

What you’re about to read will be the first edition of what I hope becomes a larger series on robotics, hence the 1.0 in the title. For a theme this big and one that is changing so quickly, I think it will be worth revisiting over and over again.

This is a theme that will likely evolve in waves. I believe it has a shot to be one of the biggest themes and opportunities in the history of the market.

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Repeat that to yourself a few times and try to process it. What does that mean?

It means the trader who can take a small loss, accept they were wrong, and move on to the next opportunity is the trader who ultimately gives themselves the best chance to win big over time.

Everyone wants to make money in the market, but your focus should actually be the opposite.

How do I lose less money when I lose a trade?

The best traders will tell you this game isn’t about how much you win when you’re right, but how much you lose when you’re wrong. If you don’t have good risk management skills and can’t keep losses small, you’re not going to last long as a market participant.

You should only have four outcomes while trading:

• Big win

• Small win

• Breakeven

• Small loss

That’s it.

You shouldn’t even allow yourself to have big losses. One big loss can wipe out days, weeks, months, or years of progress if you’re not careful. The only person who can prevent a big loss from happening is you.

Many of the best traders often have a win rate of less than 50%, and many far less.

Why do they succeed? Because when they win, they win big or small. But when they lose, they only lose small.

Qullamaggie:

“A lot of traders try to go for a higher win rate — to make money on more trades… I like to catch the big winners and have a very low win rate. In 2020, I had insane returns, and only had a 35% win rate. In 2019, my win rate was 25%.”

Peter Brandt:

“Most traders I know are right no more than 40% or 50% of the time. This means they are wrong and take losses on 50% to 60% of their trades.”

Paul Tudor Jones:

“The most important rule of trading is to play great defense, not great offense.”

Stanley Druckenmiller on George Soros:

“Soros is the best loss taker I’ve ever seen. He doesn’t care whether he wins or loses on a trade. If a trade doesn’t work, he’s confident enough about his ability to win on other trades that he can easily walk away from the position.”

You get the point.

The best traders and market participants of our time emphasize that losing is inevitable. What isn’t inevitable is big losses.

If you’re not already in the subscriber chat, I strongly suggest paying attention to it.

This is where I post a daily thread with my thoughts on the day ahead, relevant headlines and macro events, my main focus names, notable upgrades and downgrades, and anything else I’m watching.

The chat itself has basically become a live market group chat. We have a ton of smart people sharing ideas, setups, headlines, and observations throughout the day, and there’s a lot of genuine alpha being passed around.

I honestly think it might be one of the most (if not the most active) subscriber chats on Substack.

This is also where I post new position threads and walk through the thesis behind each trade, including what I’m seeing, why I’m entering, my risk level, etc. My two new positions from today are two positions nobody is talking about that I think have some serious upside…

Come join us!

In the remainder of this article I’m going to discuss my personal risk tolerance and risk profile, how I keep my losses small, how you can identify clean spots to risk against, the win/loss math you need to understand to come out ahead, why protecting your downside is ultimately what allows you to stay in the game long enough to catch the big winners, the biggest mistakes traders make, and much more.

This is arguably my most important article to date, and I strongly suggest everyone takes the time to read it. Learning to lose small is (in my opinion) the most important aspect of trading.

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What a market we have on our hands.

People are arguing about whether or not it’s a bubble, but it doesn’t matter.

The stock market more than doubled in the final two years leading up to the dot com crash. If you spend all of your time worrying about a bubble or a crash, you’re going to miss out.

Was there ever really a doubt AI would evolve into a parabolic bull market anyways?

This is the most transformative technology ever created with multi trillion dollar companies pouring hundreds of billions into the infrastructure required to support and advance it.

Look at what’s actually happening.

Earnings growth is exploding and new products are being released at a ridiculous pace. AI agents are nearly building full businesses and products, writing code, analyzing data, and completing tasks that used to require entire teams of people. Then you have physical products like autonomous vehicles, autonomous drones, robotics, humanoids, etc. being developed simultaneously.

On top of that, you have new energy sources being created because there’s just not enough energy to support all of this.

This is an economic rebuild. The world will never be the same.

That’s why this market has been so powerful, the largest companies in the world are in an arms race to secure compute, energy, chips, talent, models, distribution, and infrastructure.

There will be corrections and shakeouts along the way but the macro direction of this market is obvious…

Higher.

If you’re not already in the subscriber chat, I strongly suggest paying attention to it.

This is where I post a daily thread with my thoughts on the day ahead, relevant headlines and macro events, my main focus names, notable upgrades and downgrades, and anything else I’m watching.

The chat itself has basically become a live market group chat. We have a ton of smart people sharing ideas, setups, headlines, and observations throughout the day, and there’s a lot of genuine alpha being passed around.

I honestly think it might be one of the most (if not the most active) subscriber chats on Substack.

This is also where I post new position threads and walk through the thesis behind each trade, including what I’m seeing, why I’m entering, my risk level, etc.

Come join us.

I want to quickly mention that I’m planning on making a new long term investment over the next few weeks. I’m still doing some final research, but have narrowed my short list down to a few names.

I don’t make long term investments often, I’ve only made two this year. But when I do, I make them count…

In addition to some of the recent big trades including ARM, DELL, MRVL, CRCL, etc. I’ve alerted subscribers to two long term investments this year.

• INTC in the $30s (thesis + alert on the day of purchase here)

• RDDT in the $130s (thesis + alert on the day of purchase here)

I don’t just buy anything at any price.

For me to make something a long term investment, I need to see a combination of valuation disconnect, misunderstood upside, improving or exceptional fundamentals, and a major theme + narrative that I believe can compound over time.

More on that soon.

In the remainder of this article I’m going to discuss the highly anticipated Cerebras IPO and how I plan to play it along with numerous second order beneficiaries and sympathy names.

I’ll also cover a massive energy headline that went under the radar, one that could have a major impact on two hidden energy names that still haven’t seen big advances yet. In addition, I’m going to get into my favorite AI infrastructure name that hasn’t participated in this rally yet, my other favorite charts and setups for the week ahead, the overall market, my trading portfolio + current positions, and much more.

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The U.S. is striking Iran.

Iran is retaliating.

The negative headlines are rolling in, and they’re starting to intensify.

The type of rally we just saw off the bottom is something we’ve only seen a few times in recent market history.

Over the past decade there have only been a handful of instances where the market fell so violently and bottomed + recovered this quickly.

What’s interesting is that each of those periods followed a very similar playbook…

The opportunities in each of these uptrends was nearly identical. I’m a strong believer in studying market history, what has happened in the past often happens again in the present and will happen in the future.

No two market environments are ever exactly the same but human behavior doesn’t change…

The eventual pause or pullback will come. Will that be the top? Will you freeze? Or will you capitalize?

My job is to try and help you capitalize.

I want to quickly emphasize that the subscriber chat is where I hang out the entire day talking about the market.

This is where I post my current portfolio and my new trades.

I also create a daily thread with all of my thoughts on the day ahead, relevant headlines and macro events, my main focuses, notable upgrades and downgrades, and much more.

The daily chat is essentially like a group chat, Telegram or WhatsApp group. We have tons of smart people sharing ideas throughout the day, there’s tons of alpha being shared throughout the day. I genuinely think this might be one of the most active subscriber chats on Substack.

I want to quickly mention that I’m planning on making a new long term investment over the next few weeks. I’m still doing some final research, but have narrowed my short list down to a few names.

I don’t make long term investments often, I’ve only made two this year. But when I do, I make them count…

In addition to all of the recent big trades including ARM, DELL, MRVL, CRCL, etc. I’ve alerted subscribers to two long term investments this year.

• INTC in the $30s (thesis + alert on the day of purchase here)

• RDDT in the $130s (thesis + alert on the day of purchase here)

I don’t just buy anything at any price.

For me to make something a long term investment, I need to see a combination of valuation disconnect, misunderstood upside, improving or exceptional fundamentals, and a major theme + narrative that I believe can compound over time.

I believe I’ve found a few candidates. More on that soon…

Now, in the remainder of this article I’m going to walk through some of the most recent parabolic advances we’ve had in the market, what happened after, where the consolidations and buy opportunities presented themselves, whether they topped quickly, my biggest focus names in the event we do get a pullback, new leadership, how you can get positioned in what feels like a runaway train, and more.

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We’ve done nothing besides capitalize. But being bullish isn’t an edge…

Every market participant needs an edge.

An edge is the reason you can consistently make money in this game where all market participants are looking at the same charts, reading the same news headlines, reacting to the same price action, trading the same stocks, etc.

It’s the specific way you process information, find trades, manage risk, buy and sell, recognize opportunity, and act while navigating the market.

Without an edge you’re just another person clicking buttons and hoping the market agrees with you.

Some traders have an edge in options flow, swing trading, research, patience, sector + theme identification, day trading, or investing. The best market participants usually combine several of these, but the point is same.

You need something that separates you from the crowd.

For me, that edge comes from watching how headlines, commentary, public comments, disclosures, filings, earnings + fundamentals, and price action all intersect.

I like to connect dots across different pieces of information and look for the signals most people don’t fully understand until they show up in the chart.

My edge ultimately results in being early and spotting things before the masses.

This edge helped me identify and position ahead of the CPU bottleneck before the masses, which I wrote about on 3/26 here. It also helped me spot and position ahead of the next “bottleneck” or “shortage” starting to come alive which I wrote about here.

Everyone is starting to talk about it now, but it’s still very early…

Charts matter, I believe in technicals and use them extensively. But charts are often the finished product. My edge is in noticing the ingredients before the final picture is obvious. I have no problem buying a stock that doesn’t have a perfect chart.

That’s how we bought leaders like MRVL and ARM so much lower than current prices.

Last week, CRCL was below all key moving averages and didn’t look great. Yet I still notified subscribers that I bought, and the next trading day the stock was up 25%.

If you’re not already in the subscriber chat, I strongly suggest paying attention to it.

This is where I post a daily thread with all of my thoughts on the day ahead, relevant headlines and macro events, my main focuses, notable upgrades and downgrades, and much more.

We have tons of smart people sharing ideas throughout the day, it’s a really impressive group. I genuinely think this might be one of the most active subscriber chats on Substack.

This is also where I post new position threads and outline my thesis behind each trade. Come join!

Back to the crux of the article…

There is more to stocks than a chart, if you know what to look for.

Headlines, commentary, and news helps provide the early clues. The opportunity comes from connecting those dots before it’s obvious. By the time everyone else could clearly see the thesis in the price action, the best risk/reward is already behind us.

We get positioned far ahead of the herd so we can sit back and watch fireworks, and my goal with this article is to teach you how to do the same.

I want to quickly mention that I’m planning on making a new long term investment over the next few weeks. I’m still doing some final research, but have narrowed my short list down to a few names.

I don’t make long term investments often, I’ve only made two this year. But when I do, I make them count…

In addition to all of the recent big trades including ARM, DELL, MRVL, CRCL, etc. I’ve alerted subscribers to two long term investments this year.

• INTC in the $30s (thesis + alert on the day of purchase here)

• RDDT in the $130s (thesis + alert on the day of purchase here)

I don’t just buy anything at any price.

For me to make something a long term investment, I need to see a combination of valuation disconnect, misunderstood upside, improving or exceptional fundamentals, and a major theme + narrative that I believe can compound over time.

I believe I’ve found a few candidates. More on that soon…

In the remainder of this article I’m going to discuss what my market edge actually is, how I connect different pieces of information before they fully show up in the chart, why narratives and fundamentals matter more than most traders realize, how to identify your edge, how I use technicals to confirm ideas, and more.

This is one of my favorite articles I’ve ever written, and I believe it’s going to help you all understand my process on a much deeper level.

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This past week we had historic Capex commitments from the big tech hyperscalers that signaled there is no slowdown in AI spend. If anything, the spend is accelerating.

As much as people want to complain about a bubble, the Capex and earnings are backing up the moves we’re seeing. AI is driving monster earnings gains which in turn is driving stock gains. The YTD earnings revisions for 2026 and 2027 continue to explode higher.

What many fail to realize is that when several companies are spending hundreds of billions of dollars for a total of tens of trillions, that acts as a major tailwind for the market and for plenty of individual companies.

These companies are not just spending aggressively, they’re generating enormous amounts of cash and then reinvesting it directly into the AI infrastructure buildout.

That money has to flow somewhere…

It’s clearly flowing into semiconductors, power, energy, datacenters, storage, cooling, software, construction, engineering, software, and generally the companies helping build the physical and digital foundation of the AI world.

That is why this market continues to broaden underneath the surface…

There are SO many opportunities out there, and we have been on an absolute tear capitalizing. Much more to come.

If you’re not already in the subscriber chat, I strongly suggest paying attention to it.

This is where I post a daily thread with all of my thoughts on the day ahead, relevant headlines and macro events, my main focuses, notable upgrades and downgrades, and much more.

We have tons of smart people sharing ideas throughout the day, it’s a really impressive group. I genuinely think this might be one of the most active subscriber chats on Substack.

This is also where I post new position threads and outline my thesis behind each trade. Come join!

I want to quickly mention that I recently published my second shortage + bottleneck article here.

It’s starting to pick up steam and momentum, and many of the names are starting to see some movement. The entire group is setting up at once which can typically indicate a move is near.

The thesis was validated this past week during hyperscaler earnings.

In this one I discussed what I believe to be the next major AI bottleneck, my thesis, the names within the shortage + bottleneck, and I even highlighted which names I already own and which ones I was looking to buy.

If you recall, back on March 22nd I published an article titled “The Next AI Bottleneck” linked here.

In this article, I went in depth on why I believed the CPU trade was about to take off. I highlighted five CPU stocks I thought were set to benefit, and I’d say they played out pretty well.

INTC: $44 → $100 (+127%) (Alerted buy to subscribers at $39x on 1/6)
AMKR: $45 → $78 (+73%)
AMD: $202 → $350 (+73%)
ARM: $143 → $235 (+64%) (Alerted buy to subscribers at $140x on 4/7)
QCOM: $130 → $180 (+38%)

Not bad for just over a month.

I’m also working on my updated AI Power + Grid + Energy primer and expect to have it released within the next week or so, be on the lookout for that. I’m already positioned in a few of these, but the charts tell me there’s more coming…

In the remainder of this article I’m going to discuss my trading portfolio and all five of my new positions, what I believe could be the next 2025 nuclear/quantum style opportunity, the most hated sector in the market and why I think it’s setting up for a big move, my favorite names in that group, the massive midterm trade starting to gain momentum, the energy bottleneck, my favorite charts, the overall market, and much more.

We are absolutely crushing this market, and I’m VERY confident that is only going to continue.

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Before a slingshot launches forward, it has to be pulled back first. That backwards tension is what creates the power for the next move higher.

I’d argue that in a hot market like we’re in right now, there is almost no buying strategy that is needed more than buying a pullback. In a market like this, you likely won’t get major drawdowns to buy.

Because of that, you need to know where and how stocks will pull back into key levels.

One of the most important skills you can develop as a trader is knowing the difference between buying a pullback and buying a falling knife. They can definitely look similar in real time because both involve a stock coming down from a high, but they’re actually very different.

Pullbacks offer some of the highest reward setups if you know how to buy them…

I want to quickly mention that last week, I published my second shortage + bottleneck article here.

It’s starting to pick up steam and momentum, and many of the names are starting to see some movement. Yet I don’t think the trade is over, by any means. It still feels early…

In this one I discussed what I believe to be the next major AI bottleneck, my thesis, the names within the shortage + bottleneck, and I even highlighted which names I already own and which ones I was looking to buy.

If you recall, back on March 22nd I published an article titled “The Next AI Bottleneck” linked here.

In this article, I went in depth on why I believed the CPU trade was about to take off. I highlighted five CPU stocks I thought were set to benefit, and I’d say they played out pretty well.

INTC: $44 → $100 (+127%) (Alerted buy to subscribers at $39x on 1/6)
AMKR: $45 → $78 (+73%)
AMD: $202 → $350 (+73%)
ARM: $143 → $235 (+64%) (Alerted buy to subscribers at $140x on 4/7)
QCOM: $130 → $180 (+38%)

Not bad for just over a month.

I’m also working on my updated AI Power + Grid + Energy primer and expect to have it released within the next week or so, be on the lookout for that. I’m already positioned in a few of these, but the charts tell me there’s more coming.

In the remainder of this article I’m going to discuss how you can get buy and get positioned in stocks in the midst of a pullback, what to look for when determining if it’s a “normal” pullback or the end of a trend, how to stop buying falling knives, and much more.

In a trend like this, it’s more important than ever to know how to buy.

I think this will help with that.

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The report said OpenAI missed it’s internal goal of reaching 1B weekly ChatGPT users, missed its yearly revenue target for ChatGPT, and that CFO Sarah Friar had raised concerns about whether revenue growth would be strong enough to support the company’s gigantic future spending commitments.

Yawn.

Naturally the market is taking that headline and running with it as AI stocks such as semiconductors, datacenters, power, etc. get hit.

The AI trade is done because OpenAI missed a growth forecast.

I strongly disagree with that interpretation. To me, this doesn’t look like the beginning of the end for the AI trade.

In my view it’s a normal and overdue pullback after a monster run with the market using a scary headline as the excuse to finally take profit. Sure the headline sounds bad but if you think through what’s happening, I don’t think it points to a systemic demand issue across AI.

I think it reinforces a lot of what we’ve been discussing for months.

The real bottlenecks are still compute, CPUs, power, land, energy, memory, advanced packaging, networking, data center capacity, and the ability to actually bring all of this infrastructure online fast enough to satisfy demand.

The issue here is that expectations got extremely high and the market was looking for any excuse to pullback. This morning we got that excuse!

So that leaves a few questions. Is the top in? Should we sell our winners? Where should we focus?

I want to quickly mention I’m working on a Power Grid primer article that outlines and discusses all of the key power grid players in the space.

Today I added a new position in a profitable grid + power company growing over 60% YoY with major ties to datacenters. In case you missed it, I suggest checking out the subscriber chat here.

Memory is also flying in after hours after Seagate’s earnings. I let subscribers know yesterday that I added an under-discussed memory stock. It’s still under the radar but I don’t think that’ll be the case much longer…

In the remainder of this article I’m going to discuss what I think about the AI trade going forward, the Magnificent 7, which groups I’m going to look to add exposure to, the bottleneck + shortage I discussed last week, where I’ll be looking to add exposure, my newest position, what I expect to happen next, and much more.

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When I first started writing here I had no idea where this would go. I just wanted a place to share my thoughts and talk about the market.

The fact that 10,000 of you now read, support, comment, share, and follow along genuinely means more than you know.

In case you’re new, I want to mention that the subscriber chat and threads area is where I post my morning plan and all of my trades. You can find it here.

That’s where I share the morning news, what I’m watching, my focus list for the day, how I’m thinking about the day ahead, and more. If you want to get the most out of this Substack, that’s one place to be checking regularly.

This Sunday Market Report is arguably the most comprehensive weekly market report you’ll find on Substack.

Every week I try to break down the market from every angle including the indices, key names, sentiment, positioning, breadth, macro, themes, individual stocks, my favorite setups, my portfolio and more.

Thank you again. Feel free to dm me with any questions.

The past few weeks have been historic, and the velocity at which this market has recovered is almost unprecedented.

The Iran war continues to wind down, and the indices are acting accordingly.

Could a pullback be in store?

Of course, but that wouldn’t kill the overall trend. The indices just broke out to new all time highs after more than six months of consolidation. Moves like this can absolutely chop or pull back, but they typically don’t just fail.

There are setups everywhere and we’re in a hot market, I want to emphasize that you will not be able to catch every single setup or trade.

When there’s hundreds of stocks moving, you’re going to inevitably miss some. Your focus should be on capitalizing on your opportunities that you identify and focus on, not what other stocks are doing. Worry about your trades and nothing else!

I want to quickly mention that on Tuesday, I published my second shortage + bottleneck article here.

In this one I discussed what I believe to be the next major AI bottleneck, my thesis, the names within the shortage + bottleneck, and I even highlighted which names I already own and which ones I was looking to buy.

All of the names I own are off to a hot start, and I think this narrative is just getting started. Last week, I told subscribers that I bought one of the names on that list, and it has already gone up nearly 10%.

If you recall, back on March 22nd I published an article titled “The Next AI Bottleneck” linked here.

In this article, I went in depth on why I believed the CPU trade was about to take off. I highlighted five CPU stocks I thought were set to benefit, and I’d say they played out pretty well.

INTC: $44 → $83 (+89%) (Alerted buy to subscribers at $39x on 1/6)
AMKR: $45 → $78 (+73%)
AMD: $202 → $345 (+71%)
ARM: $143 → $235 (+64%) (Alerted buy to subscribers at $140x on 4/7)
QCOM: $130 → $149 (+15%)

Not bad for one month…

In the remainder of this article I’m going to discuss two lagging groups I think could be setting up for mean reversion over the coming weeks, the overall market, a hidden memory + storage play, government backed group that also has an individual name backed by one of the largest companies on the planet, a potential new theme, my trading account, my favorite charts and setups, and much more.

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This market has been on fire over the past few weeks, and many people are left asking themselves a question.

When should I sell?

Reality is that buying is easy, selling is hard.

Everyone wants to know what to buy, when to buy, and how much to buy, but the most difficult aspect of the transaction is deciding when you should sell.

Selling makes us emotional and uncomfortable because it forces you to face the reality that the gains we see are only on paper until we click the sell button. “What if it goes higher? What if I don’t sell here and it goes lower?”

These are common thoughts that go through every market participants head.

I wish it was easy as saying “when x happens that means you sell right away” but it’s just not how this game works. There are a multitude of factors that go into selling, it’s a big decision that can leave us doubting ourselves regardless of the route we decide to take.

If we sell and it goes higher, we’ll feel regret. If we don’t sell and it goes lower, we’ll feel regret.

It’s a game of imperfect decisions and no matter what we do, hindsight will always make us feel like we could’ve done better. The truth is there’s almost no perfect sell. The only thing we can control is making consistent, rational choices that protect our capital and keep us in a position to win long term.

I want to quickly mention that on Tuesday, I published my second shortage + bottleneck article here.

In this one I discussed what I believe to be the next major AI bottleneck, my thesis, the names within the shortage + bottleneck, and I even highlighted which names I already own and which ones I was looking to buy.

All of the names I own are off to a hot start, and I think this narrative is just getting started. This morning, I told subscribers that I bought one of the names on that list, and it has already gone up nearly 10%.

If you recall, back on March 22nd I published an article titled “The Next AI Bottleneck” linked here.

In this article, I went in depth on why I believed the CPU trade was about to take off. I highlighted five CPU stocks I thought were set to benefit, and I’d say they played out pretty well.

INTC: $44 → $80 (+82%)
AMKR: $45 → $78 (+73%)
AMD: $202 → $330 (+63%)
ARM: $143 → $220 (+54%)
QCOM: $130 → $137 (+5%)

Not bad for one month…

In the remainder of this article I’m going to discuss how I decide when to sell, what you should look for, how I like to trim positions, and more. I believe this is one of my most important articles I’ve published, especially after the monster run we’ve had in the market over the past few weeks.

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Memory, optics, photonics, CPUS, etc. Next it’s…

If you recall, back on March 22nd I published an article titled “The Next AI Bottleneck” linked here.

In this article, I went in depth on why I believed the CPU trade was about to take off. I highlighted five CPU stocks I thought were set to benefit, and I’d say they played out pretty well.

INTC: $44 → $70 (+59%)
AMKR: $45 → $71 (+58%)
AMD: $202 → $285 (+41%)
ARM: $143 → $180 (+26%)
QCOM: $130 → $137 (+5%)

In less than one month.

I told subscribers back in January that I was buying Intel as a long term investment at $39 here. In the referenced AI bottleneck article above, I said I wanted to add more exposure to the group, and a few days later I sent a notification that I bought ARM at $140.

The CPU trade is strong, but what’s coming next has a chance to be just as powerful.

What you need to realize is the market is rotating around the AI trade. GPUs, memory, photonics, optics, cooling, CPUs, etc.

AI is a chain of dependences. When one bottleneck or shortage gets partially relieved the pressure shifts elsewhere.

And that brings me to the next trade.

In the remainder of this article I’m going to walk through the next major AI trade that I don’t see many people discussing, just like very few were talking about CPUs a month ago. I’m going to break down the thesis behind the idea, the names I already own in this group, the stocks with the most direct exposure, the names I’m most focused on, and more.

The last bottleneck paid. I have a strong feeling this one will too…

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With the S&P 500 and Nasdaq back to all time highs like nothing happened, there are no shortage of ideas, themes, and narratives taking off.

The past month has been historic. For the second time in two years, we saw a self inflicted drawdown that culminated in one of the best buying opportunities we’ve seen this decade.

We were able to capitalize, and what’s coming next could be setting up the next great opportunity.

One of the major narratives set to drive this market is the upcoming wave of IPOs, some of the biggest public debuts we’ve seen in history.

SpaceX
OpenAI
Anthropic
Anduril
Databricks

In my view, the markets won’t put a top in until after these companies go public. They need the exit liquidity from retail + market euphoria.

Even then, they might not top out… either way, these IPOs are coming and liquidity needs to be running hot to absorb them. SpaceX, OpenAI, and Anthropic will likely go public north of $1T in valuation.

The coming months will be filled with opportunity as the market awaits these behemoths entering public markets.

In case you missed it, I’ve published four very important and timely articles.

1. Identifying Market Bottoms Across Cycles

2. How to Buy Stocks Near The Bottom

3. When to Press the Gas

4. How to Take Advantage of a Hot Market

The methodology and ideology in these four articles is what led me to buy stocks over the last few weeks, before the big moves in the indices. I strongly suggest reading these if you have a chance.

This past Thursday I also published an article outlining arguably my favorite technical setup and something I’ve discussed at length.

From compression comes expansion.

You can find it linked here.

I go over tons of examples including a few of my biggest trades, how you can spot this type of technical setup, how to enter, and much more. The next few weeks could present an opportunity to capitalize on this exact type of setup as we potentially pause/consolidate after this monstrous run off the lows.

I think these are five of my best and most important articles I’ve written since starting this Substack and I believe they’re not just timely, but timeless.

There’s lots to discuss and I’m excited to get into it.

In the remainder of this article I’m going to discuss my biggest AI infrastructure focus that I won’t be sharing publicly until I’ve had time to build the position, a new theme that just got a major catalyst and could turn into a quantum or nuclear type trade in 2026, the names I’m looking to accumulate in crypto, my favorite charts and setups, my trading portfolio including new positions, the overall market and my thoughts on the indices, sentiment indicators that could be giving a hint as to what happens next, and more.

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What. A. Market.

Over the past week, I notified subscribers in real time that I took on four new positions. Three of which are in the space theme:

4/10: LUNR
4/13: RDW
4/15: RKLB

At this point, LUNR is up almost 25%, RDW is up 15%, and RKLB is up 15%.

This was all part of the plan.

Last week, I published my SpaceX IPO Playbook where I discussed exactly what my plan is for the SpaceX IPO, how I planned to play the potential run up into the event, and much more. You can find it here. I think we executed this plan pretty well up to this point…

The goal of this Substack is not only to create timeless content, but also timely content. I want to give you information and ideas you can act on today like the SpaceX IPO Playbook, while also building a library of content like this article that you can come back to and learn from over time.

Now, for the current article.

You’ve all probably heard me say this over and over again…

From compression comes expansion.

From compression comes expansion simply means that when a stock spends time moving sideways in a tight range building structure and working through supply, it’s often preparing for a big move.

As volatility contracts and price tightens, buyers and sellers move closer to equilibrium. The weak hands get shaken out and supply gets absorbed by those buyers.

As a result, pressure builds. Think of it like a volcano.

For a long time nothing happens. Beneath the surface pressure is building. You can’t see it day to day and it’s boring watching a volcano do nothing.

Then eventually something gives and when it does it doesn’t happen slowly. The pressure releases all at once, and an explosion/eruption happens.

You could also think of it like a spring being compressed. The more it coils and tightens the more energy it stores. At some point it can’t compress any further and when it releases it does so quickly and with force.

Price behaves the same way. The longer and tighter the base, the more powerful the move tends to be once it breaks.

After the explosion in the indices the past few weeks, it would make sense to see a breather, pause, or small pullback.

This is the exact moment when these types of setups start to form. We’ve had a monster move up in so many names, we’re likely going to see some consolidation. And this is where big money can be made.

Of course, I’m going to be stalking setups like this and relaying them all to you in the weeks and months ahead.

In case you missed it, I’ve published four very important and timely articles.

1. Identifying Market Bottoms Across Cycles

2. How to Buy Stocks Near The Bottom

3. When to Press the Gas

4. How to Take Advantage of a Hot Market

The methodology and ideology in these four articles is what led me to buy stocks over the last few weeks, before the big moves in the indices. I strongly suggest reading these if you have a chance.

I think these are four of my best and most important articles I’ve written since starting this Substack.

In the remainder of this article I’m going to discuss my money printing setup more in depth along with annotated charts + examples, how you can enter these setups before the breakout, managing a compression, and more.

This is my favorite setup, and many of my biggest trades have come from this type of chart. Over the next few weeks, I expect we’ll start to see many of these setups form which will create major opportunity.

And we’ll be ready to capitalize, as we already have over the past few weeks.

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