Yesterday’s Performance

Published to Our Community May 22nd, 2026 at 7:19 AM EST
Delivered to Inbox at 9:00 AM EST

-1.36% vs SPY +0.20%

Top picks ASTS MP USAR APLD MU and RDW all powered toward their targets, however core swings SATS and BULL were down significantly, resulting in a loss and underperformance for the day.

YTD: +113.48% vs SPY +9.21%

*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

Markets continue showing impressive resilience despite elevated geopolitical tensions, sticky inflation, and rising Treasury yields, as strong earnings from Walmart, Deere, and NVIDIA reinforce the view that both the consumer and AI-driven growth cycle remain intact.

Beneath the surface, momentum continues improving across semiconductors, software, industrials, and selective small caps, while the Trump administration’s $2 billion quantum computing initiative further strengthens the long-term bullish narrative surrounding strategic U.S. technology leadership.

Although risks surrounding Iran, oil prices, and higher-for-longer interest rates remain key variables to monitor, price action continues suggesting institutions are positioning for continued upside with both $IWM and $QQQ appearing capable of making fresh all-time highs in the near future.

We are maintaining our Green Signal as it remains a carpe diem market.

Today’s Signal: 🟢

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