Yesterday’s Performance
Published to Our Community May 21th, 2026 at 5:09 AM EST
Delivered to Inbox at 9:00 AM EST
+2.82% vs SPY +1.02%
While top pick AAOI failed, top picks SATS and AVEX really delivered, both hitting their daily targets, powering us to a new YTD high.
YTD: +116.42% vs SPY +9.00%
*Above performance reflects performance in a short-term trading portfolio managed by our CEO based on top trade ideas shared daily in this note, on live streams, and in Discord. Long-term account performance is not regularly tracked in this daily note. Individual results will vary. Past performance is not indicative of future results. StoryTrading contributors may buy, sell, or liquidate positions discussed at any time without notice. Not investment advice. See storytrading.com/disclaimer for important disclosures.
Macro Discussion
The 1999 bull market is back on. After a 3-day pullback, NVDA delivered what we believe is enough for QQQ and the semiconductor index (SOX) to hit all-time new highs in the near future.
Our conviction is bolstered by continued bullish guidance by Micron yesterday at the JP Morgan conference and by explosive revenue growth numbers disclosed by Anthropic.
While one must be ready to pivot if the situation with Iran and oil prices go the wrong way, we don’t believe it should dissuade us from trading what’s in front of us at the moment.
It’s a carpe diem market.
Today’s Signal: 🟢
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