The Good Trader

Trader and investor with 25+ years in Trading, Investment Banking and Portfolio Mgt on Wall Street. Columbia MBA. Not advice.

[The Good Trader @TheGoodTraders]

Here is an interesting chart of the Semis and pullbacks! $SMH $NVDA $INTC $AMD $QQQ $SPY

[The Good Trader @TheGoodTraders]

$SPCX landed back in its launch pad! Is it going to take off again soon? $QQQ $SPY

[TrendSpider @TrendSpider]

Morgan Stanley now expects hyperscaler capex to grow to $1.4T in 2028, up from $426B in 2025.

[Brew Markets @brewmarkets]

Q2 earnings season officially kicks off this week.

[Barchart @Barchart]

S&P 500 Stock Put/Call Skew just fell to its lowest level ever recorded 🚨🚨 Bulls are all-in, Bears have vanished 🤯

[Barchart @Barchart]

Magnificent 7 Stocks are now trading at their cheapest valuation relative to the S&P 500 in more than a decade 🚨 🚨

[Barchart @Barchart]

Nvidia is now trading at its cheapest valuation in more than 7 years 🚨 Since that time, $NVDA has soared almost 6,000% 🤯 👀

[The Good Trader @TheGoodTraders]

@EliteOptions2 Interesting chart - bubble or not?

[The Good Trader @TheGoodTraders]

Interesting chart of where we stand in terms of the percentage change currently vs Internet boom. $NVDA $QQQ $SPY

[Quiver Quantitative @QuiverQuant]

BREAKING: President Donald Trump just filed hundreds of new stock trades.

Full trade list up on Quiver.

[TrendSpider @TrendSpider]

Back in the buy zone 👀 $ORCL

[TrendSpider @TrendSpider]

Back on the value menu 👀 $MCD

[Beat The Insider @BeatTheInsider]

🚨Political Trade Alert🚨

Rep. Maria Salazar has released a new financial disclosure.

Highlights:
$BIIB Biogen $52k-$130k
$DDOG Datadog $15k-$65k
$IBM International Business Machines $30k-$100k
$QCOM Qualcomm $16k-$65k
Sold: $WHR Whirlpool Corp $2k-$30k

Full Disclosure:
https://t.co/k7defSjMuB

[Nancy Pelosi Stock Tracker ♟ @pelositracker]

Keep an eye on this one

Rep. Gilbert Cisneros (D) just disclosed two defense stock purchases

• StandardAero $SARO on May 11th
• Ducommun $DCO on May 18th

Here's where it gets interesting

He sits on the Armed Services Intelligence & Special Operations Subcommittee

StandardAero maintains the engines on the military aircraft used by U.S. Special Operations Command, his subcommittee controls their budget

And Ducommun builds the missile and weapons components those Special Operations forces rely on and the same subcommittee oversees the programs that give them funding

[TrendSpider @TrendSpider]

Now approaching the aVWAP 👀 $AAPL

[TrendSpider @TrendSpider]

Real Estate is on the verge of a multi-year breakout 👀

The same housing market that's crushing homebuilders is fueling REITs inside $XLRE.

When people can't afford to buy, they rent... and REITs collect.

[Quiver Quantitative @QuiverQuant]

BREAKING: Representative Gil Cisneros just filed dozens of new stock trades.

He bought stock in a Japanese semiconductor company called Tokyo Electron, $TOELF.

Full trade list up on Quiver.

[Barchart @Barchart]

JP Morgan Trading Gameplan for CPI Release 🚨🚨

[TrendSpider @TrendSpider]

Buying $MU on a double digit red week hasn't been the worst idea recently 👀

[The Good Trader @TheGoodTraders]

@markminervini Why? What did you see?