Published to Our Community May 13th, 2026 at 5:28 AM EST
Delivered to Inbox at 9:00 AM EST

+3.51% vs SPY -0.15%

Our top picks were spot on yesterday, including our hedge the markets call, and especially DGXX and SATS in the afternoon leading to a third straight day of significant outperformance.

YTD: +105.40% vs SPY +8.55%

* 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.

After a brief and accurate yellow-alert call yesterday due to slightly hot CPI inflation data, we are shifting back to a green signal after the IWM pulled back to the 20 DMA and bounced right off that level.

Semiconductor stocks are also bouncing back this morning after a meaningful intraday drop yesterday.

PPI inflation data this morning at 8:30am could impact markets but most attention will now shift to the Cerebras (CBRS) IPO debuting tomorrow.

CBRS will be the largest IPO to date this year and some see it as a competitor to NVDA, so its performance could have a meaningful impact on the semiconductor sector.

Today’s Signal: 🟢

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