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.

Up Next...

Space Stocks, Photonics, Mag 7, and More…

Hey Five Star Traders, On Friday, I joined Making Money with Charles Payne show with guest host Cheryl Cascone, sharing some of my highest-conviction ideas right now. I took real-time notes straight from the show, and I’m bringing them straight to you — fresh, unfiltered, and ready to act on. Here’s exactly what I laid … Read more

CRWV Earnings Preview: The AI Infrastructure Build Out

May 6th, 2026 CoreWeave (CRWV) is the purest public play on the AI hyperscaler boom, and tomorrow’s Q1 earnings report is shaping up to be a major moment for the name. As of today, the stock is trading around $135–$137 after a strong move higher. It’s already up roughly 60% from the post-Q4 earnings lows … Read more

Chips + AI Software Earnings Preview: AMD, ARM, and PLTR

May 1, 2026 Hey Traders, Next week is a big one for the AI trade. We’re getting fresh reads from AMD (Tuesday AMC), ARM (Wednesday AMC), and Palantir (Monday AMC).  All three have perfect earnings beat streaks (AMD 7/7, ARM 8/8, PLTR 8/8) and sit right in the heart of the AI boom — but … Read more

Subscribe Today!

Want my up-to-date analysis, setups, top trading tips, and more? Be a Five Star trader, and join my free newsletter today!

Sign Up Now