$WOLF CALL closed +677% today.
That's not a typo.
Streak update:
17 in a row. Zero losses.
+2,381% net since April 28.
This week alone:
$WOLF +677% · $MU 800C +273%
$STM +100% · $TSLA 450C +69%
Nobody on this app is hotter.
The system handles the noise.
Friday afternoon. Read this tape carefully.
Nasdaq down over 4%. Biggest drop since the
April 2025 tariff turmoil.
S&P -2.6%. Dow -697.
NFP came in DOUBLE expectations this morning.
Yields ripped. The Fed cut narrative collapsed.
After 9 weeks of records, the tape finally
had to digest itself. And it's doing it
all in one session.
Already positioned now for Monday!
Friday morning.
Expected: +85K jobs. Unemployment 4.3%.
Yesterday told us where the money is rotating:
Dow at a fresh record. Nasdaq -0.1%. Financials
and healthcare led. Tech kept lagging.
This morning futures echo it: Dow flat,
Nasdaq -1.2%. $LULU -12% on a guidance cut.
The divergence is real. A hot NFP and yields
rip higher, tech gets hit again. A cool print
gives the Fed room and the rotation continues.
Either outcome creates a setup. The system
trades both sides. Position around the print.
Don't predict it.
Claims hit 225K. Highest since February. Forecast was 211K.
The labor market is cooling faster than expected.
Now NFP tomorrow takes on serious weight.
$QQQ $IWM $SPY
Tuesday morning. Catching breath.
Yesterday: Dow +750. Nasdaq +240. Best S&P session
in nearly a year. The new month kicked off with
fire.
This morning: futures slightly red. Normal digestion
after a vertical day. Don't confuse pause with reversal.
10 AM: JOLTS Job Openings. The first read of
labor-data week, all leading to Friday's Nonfarm
Payrolls.
Earnings tonight: $PANW $ULTA $DG $GTLB.
The setup is loaded. The system is ready.
First day. First week. First month of June.
We just booked:
$NOW 130C — closed +279%
$IGV 107C — closed +111%
$MU 1100C — closed +103%
Three trades. Triple-digit gains on every one.
+493% combined on the day.
This is how you open a month.
The summer thesis we've been telegraphing for
weeks is now playing out in real time. Software.
Memory. AI infrastructure. All bid.
Join our community!
Monday. New month. New themes already in play.
Futures green to open June after May's blowout.
Dow +227 premarket. $NVDA +2% on a new PC chip
launch. DELL and HP riding the wave higher.
The flip side: $INTC down 6% premarket. Nvidia
entering PC chips is a direct threat to Intel's
core territory. That's a setup worth watching
both ways.
This week's key data:
Today 10 AM: ISM Manufacturing
Friday 8:30: May Nonfarm Payrolls
When you're sitting on $NOW, $MU, and $IGT calls for the open...you cannot wait for the opening bell!
Every week this month the bears said:
"Semis are too extended."
"This is the top."
"AI is a bubble."
"Records can't hold."
Dow just closed above 51,000. First time ever.
9 straight weekly gains on the S&P.
#SummerOfAllSummers $QQQ $SPY
Closing Friday. Week in the books.
S&P just printed its 9th straight winning week.
Longest streak in years.
Dow +344 to a fresh record.
Nasdaq +8% on the month.
The day's catalyst: $DELL +30%, dragging the
entire computer-hardware ecosystem with it.
$HPE +17%. $SMCI +10%. $HP +7%. $IBM +10%
$ORCL +10% $NOW +14%
This is what AI buildout confirmation looks like.
One blowout print lifting a sector.
May goes in the books with $MU +84%, $QCOM +40%,
$XLK +19% on the month.
The setups keep coming. Position with them.
Friday morning. Read this number twice:
$DELL reported a record $43.84 BILLION quarter.
Revenue up 88% YoY. AI server sales up 757%.
Stock up 40% in extended trade.
Read that again. AI server demand up 757%.
This is the AI infrastructure thesis we've been
trading. Now Dell just put a number on it that
nobody can ignore.
Plus today is month-end. Rebalancing flows hit.
Futures slightly red, but the buildout story
just got a fresh stamp.
Midday scoreboard:
PCE inflation: 3.8% (hot, up from 3.5%)
Q1 GDP: revised UP to 2.0% from 0.5%
S&P + Nasdaq: fresh all-time highs anyway
The takeaway: this market is climbing a wall
of worry. Hot inflation, geopolitical noise,
all of it priced and shrugged off.
Momentum is the dominant force right now.
$QQQ $IWM $SPY $SMH $AMD $TSLA $LLY $MU $SNDK $NBIS $ONDS $DELL $GS $PLTR $NOW
Thursday. Two big things before the day even starts.
8:30 AM: April PCE inflation, the Fed's preferred
gauge. Expected to run hot at 3.4% core.
8:30 AM: Q1 GDP revision.
Both feed straight into the June 16-17 Fed meeting.
Oil under $90 helps the inflation picture.
But a hot PCE still complicates the cut.
Midday rotation. The tape is telling you something.
Yesterday: chips drove records.
Today: chips selling off. $QCOM -9%. $NVDA -3%.
$AMD -3%.
Meanwhile the Dow is green on defensive names.
$PG, $HD, $KO, $NKE all bid.
This is the kind of rotation that happens BEFORE
major earnings prints. Capital de-risking the
crowded names ahead of $MRVL, $CRM, $SNOW
tonight.
Oil cratered below $90 on Iran peace hopes.
Bonds bid.
Not a one-direction tape. A stock picker's tape.
Trade the setups.
Wednesday. The biggest earnings night of the week
lands after the bell:
$MRVL : the data center and custom silicon read.
HSBC just upgraded it to Buy, target $85 to $300.
$CRM: the agentic AI monetization test.
$SNOW: AI-driven data demand. 20+ straight
revenue beats.
$SNPS: chip design software, the picks and shovels.
This is the AI infrastructure complex reporting
all at once. The read-through moves everything.
We position into catalysts like these.
Not after them.
First session back and we're already green.
$MU CALL closed +100% today.
Memory cycle is still ripping. We've been
positioned in this trade for weeks, and it
keeps paying.
$CRM, $MRVL, $SNOW report tomorrow.
PCE inflation Thursday.
The week is loaded. The system is ready.
Position around catalysts. Don't predict them.
Tuesday. Markets reopen. Back to work.
The 4-day week ahead:
Today: Consumer Confidence + $AZO, $ZS earnings
Wed: $CRM, $MRVL, $SNOW, $SNPS, $DKS
Thu: PCE inflation, the Fed's preferred gauge,
plus GDP revision
New Fed Chair Warsh now in the seat, heading
into the June 16-17 meeting. Every data point
this week feeds that decision.
$QQQ $IWM $SPY
On this Memorial Day, we pause.
Behind every freedom we take for granted...
including the markets that open tomorrow...
stands someone who never came home.
We remember them today.
And we are grateful.
#MemorialDay#WeRemember#ThankYouForYourService
Sunday. Markets closed Monday for Memorial Day.
A 4-day week ahead, and it's loaded:
Tue: Consumer Confidence
Wed: $CRM $MRVL $SNOW $SNPS earnings
Thu: GDP revision + PCE inflation (Fed's favorite)
Plus $DELL $COST $ADSK reporting
The setup: $NVDA is in the books, so earnings
catalysts thin out after this week. Focus shifts
to the mid-June Fed meeting.
Less time. Same catalysts. Plan accordingly.
Enjoy the weekend. We reload Tuesday.