📈 Global Market & Macro Outlook

  • Brazilian stocks are breaking out from historical resistance this month, suggesting a deep tie to hard assets and resource-rich emerging markets, contrary to views of isolated moves 1.
  • The US stock market outlook for 2026 necessitates focusing on risk-controlled gains, given recent strong performance and political volatility from Trump 2.
  • An Equity Put/Call ratio falling to 0.46 signals a historical tendency for small $SPX pullbacks within 1 week 3.
  • An exclusive analysis decrypts the underlying rationale for a Stifel report’s $27 target, uncovering its deeper implications 4.

🚀 Specific Stock Insights & Predictions

  • Noted past short squeezes in $IREN, $EOSE, $AEVA, $UMAC, $RKT, $SNDK, $ONDS, $LUNR, $ASTS, $RKLB, $INTC, $AMD, and identified $LMND, $BABA, $BIDU, $JOBY, $APLD as next in line for potential squeezes 5.
  • The rupture of $RKLB’s Neutron rocket tank during hydrostatic testing raises critical questions about its impact on the stock and project feasibility 6.
  • A striking observation: $NKE jumped +11% while $AAPL dipped -11% following Tim Cook’s investment in Nike, suggesting an ironic market correlation 7.
  • The 2026 humanoid robot landscape positions $PLTR and $PATH as crucial traffic controllers, with $NVDA and $AV serving as foundational technological components 8.

🧠 Trading Psychology & Geopolitics

  • Personal trading experience underscores the necessity of conviction and deep understanding; a first-time $NG trader missed nearly $20K profit per contract by selling 10 contracts too early near $3 due to insufficient conviction 9.
  • Despite recent military deployments, the probability of Trump taking action against Iran this weekend is low, indicating the optimal timing for such an intervention has passed 10.