June 30, 2026

Top Pick Performance

Most of our top picks exploded to or past their targets yesterday. Notable were ASTS RKLB and CBRS which were each up 15-20% with most of their gains coming after the opening bell.

*This newsletter does not constitute investment advice. Past performance is not indicative of future results. StoryTrading contributors may buy, sell, or liquidate positions discussed at any time without notice. See storytrading.com/disclaimer for important disclosures. Our exclusive Discord Edition is delivered to Discord members before 7:00 AM ET every trading day.

Macro Discussion

The Nasdaq is above its 20 DMA this morning after a 2.5% move yesterday. But more importantly, the high beta sectors of space, drones, rare earths, robotics, and AI infrastructure are back. After weeks of an extended pullback, these sectors are now in the midst of a multi-day rally after being severely oversold.

What’s more, oil, bonds, and major indices are all stable enough to give us conviction that the move will continue.

We are therefore upgrading to a green signal.

Today’s Signal: 🟢

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