Published to Our Community May 6th, 2026 at 5:54 AM EST
Delivered to Inbox at 9:00 AM EST

+1.08% vs SPY +0.80%

Top morning note pick STRL blew up 50% and top morning show pick APLD exploded 12%. It should have been a banner day for us, but we scalped out after small gains and incurred meaningful losses in other trades leading to only a slightly green day.

YTD: +68.16% vs SPY +6.43%

* 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.

Indices continued to explode yesterday and again this morning to new highs driven by AMD earnings and positive geopolitical news. AMD, yesterday after the close, reported earnings and guidance above expectations leading to an 18% move which lifted the entire AI sector yet again.

This was followed by President Trump pausing execution of Project Freedom amidst negotiations with Iran and reports this morning that a deal is being closed in on. As a result, oil prices are plummeting and risk assets including IWM and Bitcoin are soaring.

Markets seem over-extended but it’s a folly to try and time the top. If and when we see AI leaders correct, it will most likely lead to wider breadth and a rotation to other stocks which have not participated in the rally, rather than a broad sell-off.

We are maintaining a green signal on all timeframes.

Day Signal: 🟢

Swing Signal: 🟢

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