Stocks raged higher this week, driven by huge earnings beats from tech giants. So let’s get into this week’s big stories: 1. Put Some Respect on Apple’s Name For a while, it was hard to escape stories about Apple (AAPL) supposedly falling behind because it wasn’t doing enough in AI. Yet with Thursday’s earnings report, we learned that iPhone and Mac demand is still booming. Even without the company ramming AI features down our throats. Remember, as anyone with a semi-functioning brain knows, you can run AI apps on Apple’s fantastic hardware. Like Mac Minis, which are hugely popular for running local AI agents like OpenClaw. I’ve never met a single human being that stopping using an iPhone or Mac because of a lack of AI functionality. As an Apple shareholder, I hope new CEO John Ternus stays the course by focusing on great products. And partner with companies like Alphabet (GOOGL), OpenAI, and Anthropic where it makes sense. 2. SanDisk Flashed Before My Eyes SanDisk (SNDK) reported another beyond shocking earnings beat on Thursday, and the stock is now up 363% year-to-date. That makes it the top stock in the S&P 500 and Nasdaq 100 by a country mile. Intel (INTC) is #2 with a 166% gain. AI data centers are sucking up flash memory way faster than it can be made, so prices are up exponentially. I have a 2-terabyte SanDisk SSD drive I got in 2023 for $180. Storage/memory prices are “supposed” go to down over time. But a similar new one would cost me $320. Of course, I ignored JR Romero’s brilliance on this stock and sold it in April. So when the results flashed across my screen, I felt a little sick inside. I have been following markets for decades and I’ve never seen earnings beats this big: And before you ask, Nvidia (NVDA) isn’t even close, at least during its AI era. Nvidia’s biggest EPS beat in the past few years was Q2 of 2024, when it beat by 29%. SanDisk just beat by 60%. Crazy stuff. 3) The Semiconductor Chart That Guarantees FOMO Stanley Druckenmiller once said “Put all your eggs in one basket and then watch that basket very carefully.” Now look at the semiconductor basket: Over the past 10 years, SMH has compounded at 36% per year, thanks to huge gains in stocks like Nvidia (NVDA), Broadcom (AVGO), Taiwan Semi (TSM), and AMD (AMD). SMH has outperformed SPY by over 6-fold, and was kicking butt even before the AI spending boom. And note: SMH is up 42% this year even though SanDisk is not in the ETF! By the way, do you know what sector is up even more than SMH? 4. Oil Service Is the True 2026 King The VanEck Oil Services ETF (OIH) is now up 56% this year: As you probably know, this is thanks to the massive spike in oil prices following the invasion of Iran. And before that, the removal of Venezuelan President Nicolas Maduro. Higher oil prices mean more potential oil projects get the green light. Plus, the greater the US’ influence on the world’s energy infrastructure, the more business there is for oil service companies. Just a few days ago, Reuters reported that oilfield service companies are dusting off equipment that was laying dormant in Venezuela. 5. Sentiment Is Neutral The latest AAII Sentiment Survey shows that 38.1% of investors are bullish. This is smack-in-the-middle neutral, and a decline from last week’s bullish 46.0% reading. Meanwhile, in the options market, traders are leaning optimistic. The CBOE equity put/call ratio has been around 0.50 this week, signaling modest demand for put options. This is healthy to see. Equity markets roared back to life in April with 10%+ gains. But market participants are not going all-in. That means there’s still cash on the sidelines.
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SanDisk (SNDK) dropped another blowout quarter. JR Romero, who infamously slapped a $1,000 target on the chipmaker in February, says it’s not done. Here’s why: JR goes over: Why SanDisk’s growth is exploding Why the fundamentals are picture-perfect How he reacted to traders laughing at his $1,000 target in February His perception of President Trump’s Iran strategy The bull case for Tesla ahead of the SpaceX IPO The potential impact of the end of the Pattern Day Trader (PDT) rule And more!
Continue Reading -->Get David Prince’s NVDA Analysis Move over Nvidia (NVDA), the market is looking at other players. In today’s video, David Prince explains why competition actually matters for NVDA now. He also goes over: This week’s Mag7 earnings from GOOGL, META, MSFT, AMZN, AAPL Expectations for SNDK and WDC post-earnings Why he’s less bullish the overall market now Setups he currently likes And more! Get David’s Full Analysis Here [Confirm Your Email] 5 Days of Ideas w/ JR Romero Sunday evening kicks off JR Romero’s second ever “Sultans of Swing Trading” trial. That’s when you get your red-hot watchlist. From there, you get 5 days of swing ideas from JR, a legend in our town for big calls like: SanDisk (SNDK) going to $1,000. Nvidia (NVDA) going to $200. And a whole lot more in names ranging from Seagate (STX) to Caterpillar (CAT) to silver to gold to BTC. If you did not smash your goals this year because you missed JR’s big trades in space expoloration, AI, nuclear power and others, this is where you need to be. You get: A Sunday night watch list so you have your game plan for the week Real-time trade alerts with specific entries and exits A premarket update every day so you have JR’s latest market analysis Full chatting capability so you can talk market action with your peers A Tuesday video chart roundup And more! Things are moving fast, and a whole new set of names are about to take over. Want to get them all? Go with JR here.
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Nvidia (NVDA) has long been the leading chip stock in the AI race, with no other company able to compete. David Prince explains why the stock isn’t the clear-cut winner anymore: David goes over: This week’s Mag7 earnings from GOOGL, META, MSFT, AMZN, AAPL Expectations for SNDK and WDC post-earnings Why he’s less bullish the overall market now Setups he currently likes And more! Apply to work with David inside the Inner Circle VTF® now.
Continue Reading -->Get Sami’s new swing trade ideas The market is stubborn. And that’s a beautiful thing for the bulls. Sami Abusaad explains the unique power of this market. And the one big risk no one’s talking about. He also goes over: 2 brokerage names that are ready to rocket A unique metals play that looks ready to pop over 30% Why the casino names are so bullish Why Lululemon (LULU) is still a mess after its downtrend The importance of the semis And more! Get the full report with actionable ideas. Rock the Premarket with JR Before you consider joining this webinar to show you JR Romero’s top-secret premarket machine, know a few things: This event is all about finding momentum names that can move big, hard, and fast. It’s not about safety. It’s about finding flaming heat-seekers that can make your whole day before breakfast. Like AIFF. CYCN, BBGI. And sometimes an ORCL or AMZN. Yes, that means taking real risk, knowing you can get burned beyond recognition. But if you’re courageous and willing to go on a new pre-market journey, consider signing up: JR Romero goes LIVE on Tuesday to show you: What’s been happening before 8 am that nobody on TV talks about The ingredients of a perfect pre-market idea Terrible, awful, ugly, nasty, smelly stocks are creating gigantic opportunities And most important – when to embrace danger. JR will show you how he finds giant winners in this abnormal (in a good way) environment. Sign up now so you don’t miss out.
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The market is stubborn. And that’s a beautiful thing for the bulls. Sami Abusaad explains why, and goes over the one big risk to the market. He also goes over: 2 brokerage names that are ready to rocket A unique metals play that looks ready to pop over 30% Why the casino names are so bullish Why Lululemon (LULU) is still a mess after its downtrend The importance of the semis And more!
Continue Reading -->Get JR’s new SNDK price target On Feb 11, JR Romero said SanDisk (SNDK) would hit $1,000. That happened on Friday. And JR has a new target. Get it now. Learn: The logic behind the shocking gains in the semiconductor sector The surprising truth about earnings season (this is good news) 2 names that prove animal spirits are alive How the market mood just shifted Why next week is guaranteed to be wild Get your full report now Rock the Premarket with JR Before you consider joining this webinar to show you JR Romero’s top-secret premarket machine, know a few things: This event is all about finding momentum names that can move big, hard, and fast. It’s not about safety. It’s about finding flaming heat-seekers that can make your whole day before breakfast. Like AIFF. CYCN, BBGI. And sometimes an ORCL or AMZN. Yes, that means taking real risk, knowing you can get burned beyond recognition. But if you’re courageous and willing to go on a new pre-market journey, consider signing up: JR Romero goes LIVE on Tuesday to show you how: What’s been happening before 8 am that nobody on TV talks about The ingredients of a perfect pre-market idea Terrible, awful, ugly, nasty, smelly stocks are creating gigantic opportunities And most important – when to embrace danger. JR will show you how he finds giant winners in this abnormal (in a good way) environment. Sign up now so you don’t miss out.
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We survived a crazy week in the market, and we’ve got another one coming up! Now let’s jump into what you really want to know: 1. Semiconductor Madness Is On, and JR Has a New SNDK Price Target This market is all about semiconductors. The SMH ETF is up over 30% in April, led by monsters like: Astera Labs (ALAB): +95% Intel (INTC): +83% AMD (AMD): +70% Marvell Technology (MRVL): +65% On Semiconductor (ON): +59% And SanDisk (SNDK), which is not in the SMH ETF, is up 56% to finally get past the $1,000 mark. Our own JR Romero predicted this in February: Now, JR sees SanDisk going to $1,298. (we recorded a video this afternoon, but due to an error by yours truly, it was erased) SMH’s RSI is now at 84+, so it looks overheated. But who wants to step in front of a freight train, especially ahead of a week where multiple tech giants may announce even more increases in capex spending. The fundamentals support the semis’ huge move. According to FactSet, Semiconductor revenues are expected to grow by a whopping 51% this quarter. And earnings are expected to grow 98%. Speaking of earnings… 2. Earnings Season Has Been Excellent According to FactSet, 28% of S&P 500 companies have reported Q1 earnings, and things are looking good. 84% of reporting companies beat earnings forecasts, and 81% beat on revenues. Both are above historical norms. Analysts expected 13.1% growth at the start of Q1. Now it’s tracking towards 15.1%. That number could push even higher given all the heavy-hitters yet to report like Alphabet (GOOGL), Apple (AAPL), Amazon (AMZN), and Nvidia (NVDA). Plus, while tech is a huge driver of the aggregate numbers, every single S&P sector is reporting higher-than-expected earnings and revenues. For example, we’ve seen monster results from the likes of GE Vernova (GEV), FedEx (FDX), Newmont (NEM), and Baker Hughes (BHI). 3. It’s Time to Buckle Up If you thought this week was wild, buckle up! Because we’re about to get hit by: Rate Decisions from the FOMC, ECB, Bank of Japan, and Bank of England Earnings from tech giants Apple (AAPL), Alphabet (GOOGL), Microsoft (MSFT), Amazon (AMZN), Meta (META), Qualcomm (QCOM), SanDisk, and more Additional reports from Visa (V), Starbucks (SBUX), Robinhood (HOOD), Caterpillar (CAT), and Exxon (XOM) And this doesn’t even include what may happen in the Middle East! Here’s the full calendar: 4. Traders Turned Bullish The latest AAII Sentiment Survey shows that 46.0% of investors are bullish for the next 6 months. This comes after 9 straight weeks of bearish readings. Meanwhile, CNN’s Fear & Greed Index is at 66 showing modest greed. This is up from just 18 (extreme fear) one month ago. And as of Thursday’s close, the CBOE Equity Put-Call ratio was just 0.51, which means low demand for put options. This doesn’t mean investors and traders are euphoric. But all-time highs did cheer them up. 5. Avis Was One for the Ages, and Animal Spirits Are Here This week saw the end of the greatest short squeeze of 2026. In Avis Budget Group (CAR). Yes, the car rental company. The stock went from $100 to $847 in a month. And then it fell over $600 in two days. Not because the rental car market went wild. It’s because Deutsche Bank discovered that two investors controlled 108% of shares through derivatives layered on top of normal share ownership. Momentum buyers piled in, which attracted more momentum. And more and more and more until there was no one left to buy. Then everyone hit the exit button at once. This looked like a more extreme version of Allbirds (BIRD), which had its own wild short squeeze after announcing a transition from sneakers to “AI compute infrastructure.” I wish I was making that up. But between Avis, Allbirds, and the semis, one thing’s for sure. The animal spirits are alive.
Continue Reading -->Learn from all of our traders together here At T3 Live, we have a full team of pro traders with over 80 years of combined experience. So we created a brand new guide, The Trader’s Bible, packed with the exact setups they use every single day. All together in one place. This guide covers: How to Grow a Small Account How to Scalp the Market Like a Pro Growing a $100K Account Toward $1 Million Options Around Your Stock Positions Intro to Swing Trading — Finding Your Edge Trading Earnings Like a Pro Options Strategies for Generating Income Get your free guide here
Continue Reading -->See Adam trade CAR + more Adam Mesh kicked off today’s live stream giving his thoughts on Tesla into earnings. But he switched gears fast to trade options in Avis Budget Group (CAR). The car rental name that just went from $100 to $740+ in an outrageous short squeeze. Watch the entire live stream to see: Why Adam jumped on Avis after seeing its options prices The unconventional trade structure he used, and why Why he would never buy Avis puts (it has nothing to do with the stock price) The reason he closed the trade at a profit fast How he mentors new traders And more! If you want to see an options pro walk the high wire on a real trade, then you better check this out now. Last chance to join Adam Mesh’s options training Adam Mesh is doing something he hasn’t done in a long time. Teaching options. Live. From scratch. Not a pre-recorded course. Not a 400-page ebook you’ll never open. Not some 26-year-old with a ring light who’s never traded through a bear market. Adam Mesh. Live. Every two weeks. Walking you through exactly how he trades options — using the same strategies that have generated weekly income for him for over 25 years. It’s called The Options Launchpad. 8 live sessions. Calls, puts, credit spreads, iron condors, even 0DTE — the whole playbook. Real trades. Real Q&A. No fluff. As a bonus, you get an entire year of live, in-depth training after the 8 sessions to continue your training. If you don’t know Adam — quick version: he sold his trading education company for millions in 2021 after running it for nearly two decades. He’s been on CNBC, Fox, The Tonight Show. He was a finalist on NBC’s Average Joe (long story). And he’s been trading his own money for 30+ years with a 70-80 percent win rate. He came back because he missed teaching. But this time he’s keeping it small. The whole year costs $199. That’s about 8 bucks a session over 26 weeks of lessons and live education. He’s charged five thousand for programs before. This is the foundation — the starting point that makes everything else work. Grab one of the last spots here.
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