Episode Description
SO MANY THINGS IN THIS EPISODE - ONE OF THE BEST EPISODES EVER! Specific stocks I called out - $MRVL $VUG $POWL $AGX - so many!
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EPISODE SUMMARY
🌮 Taco Tuesday Live – Office hours on Substack every Tuesday at 9am, Q&A on your watchlists and trade plans
⚔️ War, Oil & Fake “Peace” Headlines – How Trump–Iran Strait of Hormuz chaos, tanker attacks, and rumor-driven headlines whipsawed energy and risk assets
📉 S&P Divergence & SPY Gaps – Why fading volume, open gaps (April 8 & 17), and “gaps are magnets” had pullback written all over the chart
🚀 Alpha Picks Crushing It – 16 names up 20%+ YTD, POWL +1200% since 2023, AGX +400%+, TTMI breakout, and why you’re still early to the 2026 Top Stocks list
🧠 Sidekick vs Generic AI – Real-time, strategy-based alerts on VUG, MRVL, CAT, CRML vs stale, laggy internet info (why “use the tools you have”)
💻 Software vs Semis Showdown – IGV’s rip, why you still prefer SMH, and how ETF holdings decide whether you buy the basket or single names
🪫 Photonics, Rare Earths & Gov Trades – Billionaire hedge fund watchlist, ICHR +325%, CRML 4‑hour algo edge, and where you refuse to be the bagholder
📊 Recession or Melt-Up? – Fastest recovery on record, government contraction signals, and why this feels like 2000 but probably isn’t 2000
🏦 Investing vs Trading – What pros call an “investment” vs a “trade,” how long to hold, and why most listeners belong in a long-only Alpha Picks core
🍏 Apple, AI & The PC Kill Shot? – AAPL to 280, Claude-fueled Mac demand, and why buying the dip in great companies still works in insane markets
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