Yesterday’s Performance
Published to Our Community May 7th, 2026 at 5:38 AM EST
Delivered to Inbox at 9:00 AM EST
+5.94% vs SPY +1.39%
Top picks APLD MP and DGXX exploded to our targets leading to meaningful outperformance for the day - offsetting losses in FUBO. Additional gains were seen in swings SATS and RTX.
YTD: +78.15% vs SPY +7.91%
* 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
Indices continue melting up this morning in a 1998-style explosion we wrote about on Monday morning.
As we have consistently said, even if markets seem over-extended, it is a folly to try and time the top. Furthermore, if and when we see AI leaders correct, it will most likely lead to wider breadth and a rotation to other stocks/sectors 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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