The Post-Fed Break Out Continues…

Relative strength stocks continue to break out after the Fed cut rates.

When semiconductors (SMH) break higher, along with Microsoft (MSFT), Amazon (AMZN), Netflix (NFLX), Meta (META), Tesla (TSLA), and Broadcom (AVGO), this relative strength is a bullish sign for continued upside price action.

There’s also a difference between where traders and investors should focus.

Charles and I also look at a dumpster fire stock that has gotten crushed, to discuss potential upside targets and macro reasoning. Let’s discuss Dexcom and why I think this one could start recovering.

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The Macro Event That Matters Right Now

September 16, 2026 Fed Hikes 25 bps — QQQ Capped Under the 50-Day SMA The Federal Reserve just delivered its first rate hike since July 2023, lifting the federal funds target range by 25 basis points to 3.75%-4.00% in a unanimous 12-0 vote. This was not a surprise in isolation. The market had priced a … Read more

January Market Outlook on Fox Business

My January 8 conversation covered stock selection and the market outlook for 2026. Watch the segment here.

Short-Squeeze Stock Ideas: Danielle Shay on Fox Business

Watch Danielle Shay’s January 16, 2026 Fox Business appearance with Charles Payne on RKLB, ASTS, short-squeeze ideas, and growth-stock entries.

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