Last Week’s Performance
Published to Our Community April 27th, 2026 at 5:27 AM EST
Delivered to Inbox at 9:00 AM EST
Friday: +0.78% vs SPY +0.77%
Week: -1.40% vs SPY +0.54%
Our #1 morning note pick, INVE, exploded 12.6% on Friday but APLD was named the #1 pick during our live show and it failed, leading to substantial losses. The result was treading water with the SPY. For the week, we underperformed due primarily to repeated substantial losses on HOOD, which we simply got wrong for the week.
YTD: +81.21% vs SPY +5.05%
* Above performance reflects our CEO’s personal trading portfolio based on top trade ideas shared daily in this note, on live streams, and in Discord. Long-term account performance is not officially tracked. Individual results will vary.
Macro Discussion
Markets continued a record run on Friday led by the AI and semiconductor sector. While a pullback seems likely at some point, we remind you of the historical pattern of long and explosive bull markets when a V-shape recovery to new highs are made.
We therefore find it unadvisable to try and time a local top.
That said, this week could be extremely volatile with plenty of catalysts which could turn markets back down. GOOGL MSFT META AMZN and AAPL all report this week (Wednesday and Thursday afternoon) and the FOMC interest rate decision will be made Wednesday at 2pm.
We are keeping a green signal today but may advise a yellow alert heading into Wednesday. Additionally, we believe that whenever big cap tech does correct, it won’t drag the entire market down; rather, we expect money to rotate down to smaller names which have not yet participated in the rally.
Day Signal: 🟢
Swing Signal: 🟢
Trump World
War
🆕Iran: Iran has offered through Pakistani intermediaries to reopen the Strait of Hormuz and end hostilities while pushing nuclear talks into a later phase, but the U.S. is still demanding a broader deal that addresses Iran’s nuclear program. The blockade remains in place, Hegseth says it will continue “as long as it takes,” and Trump is expected to review the proposal as Araghchi seeks support from Russia.
🆕Ukraine: Trump said he remains in contact with both Putin and Zelenskyy as peace efforts continue, while Treasury now says it does not plan to renew Russian oil waivers after the current allowance expires. The EU also approved a $105B Ukraine loan and a new Russia sanctions package, keeping pressure on Moscow despite U.S. efforts to contain energy-market disruption.
Industry
Last Week: keep in mind recent positive news and the government signaling support in defense, drones, laser-defense, rare earths, energy, cannabis, and peptides.
Trade
Tariff Refunds: The administration’s tariff-refund system is now live, allowing importers to file claims on duties collected under Trump-era tariffs struck down by the Supreme Court, turning the ruling into an immediate cash-flow event.
China: Trump said Xi was “very happy” the Strait of Hormuz was reopening and reiterated that the May 14–15 Beijing trip remains on track, with focus on stabilizing relations rather than announcing new tariff actions.
Proximal Catalysts (1 to 2 days)
ERs of Note:
Monday: VZ DPZ then RMBS BBBY AMKR after the close.
Tuesday: SRAD SPOT ODD OPRA GLXY SPCB GM then TER TMUS BE ENPH V HOOD SBUX
Wednesday:GNRC NBIS SOFI then EBAY VKTX TDOC CMG CVNA QCOM F GOOGL MSFT META AMZN
Thursday: W RCL MA LLY CAT then TREE JAKK SMMT ZETA SNDK RDDT RBLX RIVN TWLO ROKU APPL AXTI after the close
Friday: none of note.
Economic Data of Note:
Tuesday 10am: Consumer confidence
🚨Wednesday 2pm: FOMC decision
Thursday 8:30am: GDP and PCE
Friday 10am: ISM manufacturing data
WRAP expands partnership with Woft to develop proprietary directional light-based safety products, targeting new markets beyond law enforcement including consumer, private security, healthcare, and personal safety.
🔥SENS launches Eversense 365 in Europe, the first one-year CGM system, starting in Sweden with expansion to Germany, Spain, and Italy in the coming weeks; doubles sensor lifespan from 6 to 12 months, strengthening its long-term implantable CGM advantage.
🔥APLD Needham maintains buy, raises PT to $48 from $41 after Applied Digital’s $7.5B deal.
🔥MXL Q1 adj. EPS $0.22 beats $0.18 est, sales $137.19M beat $135.00M est; sees Q2 sales $165.00M at midpoint vs $137.45M est, Needham upgrades to buy with $60 PT.
🔥WATT on the Money Mark show Friday, Mark Gomes revealed several new AWS parters for WATT. The stock reacted by jumping nearly 20%. TRAK on the same show, Money Mark revealed a new position in TRAK, also an IoT company, and expressed a desire for the stock to close above $9 this week in order to increase the odds that it will be included in the upcoming Russell reconstitution. INVE Money Mark continued to endorse INVE as an iOT play but with less size and conviction.
IHRT said to be in talks to merge with SiriusXM.
SIVEF Serenity speculates that SIVEF is a likely supplier to AMD and AAPL
Top Trade Ideas
Active Re-Ratings
EOSE we have been trying to play a breakout on EOSE since the inflection catalyst early last week but it only started breaking out on Friday. We alerted our entry at $7.75 in after-hours Friday and our swing price target is still $9.85. $7.37 to $7.78 support.
SIVEF we normally don’t like to play other people’s pumps but may make an exception for SIVEF on the catalyst noted above as the market cap is not too large yet and the chart is not as overblown as many others in the sector. No price target but consider buying some at the open for day and swing time frames.
INVE exploded on cue last week. $4.70 to $6 swing target.
Big Cap AI: MU INTC two high quality AI names which probably deserve the recent rally. We still own both in long-term account but have recently reduced our size on the rally. Nonetheless in short-term accounts, opportunity may still exist. We won’t provide a price target for today on either name but will have both names high on our list today for scalp opportunities.
ER Plays: HOOD TDOC RDDT ODD these are select names from ERs this week we are very interested in. HOOD is our main play and we hope to take significant profits on an ER anticipation run before Tuesday at the close. This will be a timed exit rather than a price-target exit. Either way, we will hold a small position into the report as well. We currently have no position in the other names but may take small lotto positions in TDOC and ODD. Our more likely strategy on these ER names is to be ready to pounce should they report better than expected numbers. ODD and TDOC in particular could see explosive moves if they beat.
Other Swings: AXON RTX SATS these are value play swings. We are holding AXON into earnings on May 6th. RTX we added some in long-term account on Friday but calls expiring this week in short-term account may expire worthless. SATS we are very bullish on bouncing off support here but the real move will happen when SpaceX publicly files for IPO and the roadshow date is announced.
Core Swings (this is not a complete list of all swings. Refer to allocation screen shot below for a full list)
SATS price target updated. We now see $140s to $150s possible as SpaceX IPO nears.
INVE awaiting re-rating after recent inflection catalyst. High cash position with negative EV means limited downside allowing us to have patience.
AXON already in our long-term account, we have now started a position in the short-term account as the stock gears up for a move above the 20 DMA and towards $450
Current Allocations (Day/Swing Account)
HOOD — 11.41%
INVE — 10.70%
AXON — 9.72%
EOSE — 9.39%
RTX 180 Call (May 01 2026) — 1.02%
SATS 135 Call (Jun 18 2026) — 0.88%
HOOD 87 Call (May 01 2026) — 0.80%
HOOD 88 Call (May 01 2026) — 0.70%
HOOD 95 Call (May 01 2026) — 0.68%
HOOD 90 Call (May 01 2026) — 0.54%
QQQ 660 Put (Apr 28 2026) — 0.36%
QQQ 660 Put (Apr 27 2026) — 0.12%
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