When drones fly!

Added: 2026-05-30

[00:00:00]Hey guys, it is May 28th, 2026 here with your after hours recap. So, as you can see, Dell is gapping up on earnings.

[00:00:09]Yesterday, we saw Snowflake. Dell happens to be a name that I own. So, really, really nice job for Dell continuing higher. Obviously, um this market is on fire. You look at the cues and I feel like, you know, we've just been kind of saying that for for weeks now. This market's on fire. Yes, that should be pretty obvious by now. Stocks are absolutely rocketing higher. Today was a great day for the drone names. Um, UMAC was pretty unbelievable. Um, hold on, let me uh pull these up. So, you had uh Avex, pretty damn awesome. You had RCAT, pretty dang awesome. We just looked at UMAC, that was awesome. Um, MRCY, this one's really good. everything that's aerospace and defense related. I mean, just absolutely insane price action out there. Obviously, you look at the UFO ETF. This is also at brand new highs. I mean, just unbelievable price action.

[00:01:10]Um, solars have been acting well. TAN starting to speed up a little bit. Uh, SGE for solar NPH really, really nice to see. I did pick up some Nvidia today.

[00:01:23]Um, you know, you started to break a prior day high. Yes, you didn't quite close above the 20 simple moving average. I'd like to see this thing get moving tomorrow back over the 20, but using today's low as my stop. Not that big a deal. Amazon started to push out today. Very, very nice to see this one.

[00:01:39]I bought yesterday. And then, um, Google, this thing I think looks pretty dang good, but just needs to get out over yesterday's highs in order for me to be interested it in it. 394 uh, looks like the spot. a little bit of weakness in the uh optic names. Uh LIT, uh GLW, CEN. I'm not going to make the biggest deal about it because um you know, these names have already made a huge move. But I think that's the point, right? These names have already made a huge move.

[00:02:10]Seven weeks while the market's been ripping and Light's been doing nothing.

[00:02:15]Part of my brain always likes to go, well, hold on a second, Ariel. What happens if the market does start to pull? Because if these things, if light can't go higher when the market's going higher, does light go higher when the market starts to pull. I don't know. Um, meanwhile, you're seeing names like, um, in the software space, not just IGV, you're seeing what looks to be maybe Oracle, uh, likely having bottomed, Microsoft likely having bottomed, uh, even names like TEAM likely having bottomed, and Service Now.

[00:02:50]And so, you're just and and these are like the beaten up uh, you know, software stocks. You've also got Snowflake Software, big gap up on earnings. You've got Dockan. This one's been in a really nice trend. You've got Twilio. This one's been acting pretty well uh since its earnings. Really just kind of chopping around, but has acted well um even post earnings. So, that is obviously nice to see. Money obviously continues to rotate into, you know, what seems to be brand new themes all the time. The memories continue to act well even while, you know, your optics, which are two themes that were kind of moving up together. um you know you'll you'll get a little bit of a of a break in the memories and then you get some pickup in in other places. ARM one that I also own really really nice extension today. I trimmed some into this strength today as well. I also before these earnings today trimmed a little bit into Dell but obviously looking at this thing you could always look at it in hindsight and say yeah I shouldn't have trimmed anything. Of course, that's easy to say in hindsight, but a really, really nice job for this market. Stocks just continue to be absolute rockets. Tesla to me, I think, just needs a little bit more building here, but very, very nice job um holding in there. I mean, you've even got some stuff that I don't even know what the hell it is. This uh INFQ really nice uh push there today starting to, you know, base out recent IPO. I mean, that's nice. the um these uh former crypto miners turn neoclouds, right? If you're talking about Riot, very nice. If you're talking about HUT, that's fantastic. If you're talking about um Cipher, not too bad. I mean, just really, really great action in that sector as well. So, you know, just negativity for the sake of negativity. I don't think so. We did see NIM today have a pretty big uptick. So, you know, maybe with that there, you know, there's there's a little bit something that says, hey, you know, let's let's kind of slow ourselves down a little bit. But, uh, I mean, look, the the cues are about 10 times its ATR from the 50. I think you should be cautious, but you shouldn't necessarily be negative. You you've got other themes you can be worried about. If you're not worried about the cues, you could be in industrial metals. uh STLD these last handful of days since it basically took out these highs has been unbelievable.

[00:05:12]Um and it's not just STLD, it's it's NUE, it's Alcoa, it's CEX, it's ATI, it's um you know Rio Tinto, it's uh SECO, it's HBM. I mean, guys, the list of stocks just ripping um you know, it's it's hard to make the argument when you look at NIM that this market is underowned because it's just not right. I mean, cot data maybe says it's not crowded and we'll see it tomorrow and see kind of how that looks, >> but so it's so it's maybe, you know, not crowded and it is a little extended and you can't really make the argument that >> fund managers aren't in stocks. They they most certainly are. Um, >> but there's other places that's getting money. So, I think, you know, AR and it's like, let me bring up another example. Has anybody been paying attention to ARCG, right? These genomic names, I mean, just awesome. Uh, 10x Genomics, pretty dang fantastic. Twist Biosciences, pretty damn amazing. Um, Crisper today, woke up. And I was wondering why Kathy's ETF was so strong, too. She's got some of these in her portfolio. PSNL, I mean, pretty damn awesome. Um, ILMN, and there are more, too. There literally are more.

[00:06:40]ILM. Unbelievable. So, you know, everywhere you look, everywhere you look, there is just strength everywhere.

[00:06:49]Um, I mean, this like RDW was another one. Just just I mean, the price action out here is just something like we've never seen. Um, unless of course you traded, you know, the the.com bubble.

[00:07:02]So, um, it's it's really been awesome.

[00:07:05]It seems like, you know, I I tried to put on, you know, I saw Zcaler gap down.

[00:07:11]I I tried a little bit of crowd strike on the short side. The market stopped me out. I tried a little bit of ARC. The market stopped me out. Like the market is just not even allowing you to short.

[00:07:20]And I'm not taking big positions. So, it's like if I if I'm going to gain traction on that side of the market, of course, I'd stay with it and try it and try some more and add some more and add some more. Use progressive exposure on the short side, but the market's not really allowing it. So, it's awesome to see. Again, I don't know when the party stops. The one thing I would tell you is maybe be a little bit more. I mean, even this ASTC, um I'm looking at like the leading gainers today. I mean, even this ASC, like what the what the hell is going on here? Um, you know, like this is just life-changing stuff going up 400% in two days. It's just unbelievable. So, again, hopefully you guys are not being too stubborn. Yes, a little extended on the cues. Yes, you maybe want to be a little bit tighter leashed on brand new longs.

[00:08:08]Again, I tried light today. For anybody wondering, I tried light today right in here, right? And guess what? Soon as you started to roll over, I got out right 876. And if I didn't get out, I would have cost myself another 15 points a share. So, it's like, you know, even I'm over here like, okay, some things aren't acting perfect. Don't argue with it because the market is a little extended and if you're not acting right in this market, something's wrong with you. Um, speaking of things acting right, really nice to see Circle Wake Up. This absolutely feels like a name that I have to own. Um, really nice job basing, really nice job building higher lows.

[00:08:49]Really nice job gapping up on earnings once, twice. Um and and it just again it just feels like a stock that is just way outperforming its peers in the crypto space. Ethereum, Bitcoin both down.

[00:09:05]Circle acting phenomenal. So just feels like a name that I got to get myself positioned into. Um otherwise, you know, Apple in a frozen rope channel.

[00:09:16]Microsoft looks like it's bottomed.

[00:09:17]Amazon looks phenomenal. Google looks great. AMD speeding up. ARM looks great.

[00:09:22]Dell's gapping up on earnings. Softwares definitely look like they bottomed.

[00:09:26]Nvidia looks like it's reclaiming the 20. Tesla's reclaimed the 200. I mean, I can't find a reason to be negative other than maybe to say NIM had a big jump up today and who gives a um when things are acting this strong. again, my SanDisk, it it's, you know, these some of these names I I feel like they end with a big move. Um, and you know, Sandis was up three and a half%. It rolled over a little bit, you know, towards the end of the day, but it doesn't matter. Um, it really doesn't matter. So, it it feels like some of these memory names, you know, get through like SanDisk is going to get through 2,00. It feels like Micron's going to get through a thousand bucks.

[00:10:12]And I kind of want to be there for that.

[00:10:13]So yeah, I I just continue to be optimistic on the market when just when you think, you know, oh, it's just the mags or it's just semicondu, it's not.

[00:10:24]It's it's the drone theme. It's the former crypto miners turn neocloud.

[00:10:28]Speaking of neoclouds, like even my NBIS, we've got this Leopold dude and he, you know, he could just mention that he's going to buy something and stocks are gapping up 8% on on him buying. He's like the, you know, like I said, he's the he's the Kathy Wood of 2026. It's unbelievable what's going on out here.

[00:10:45]Hopefully you guys are trading safe.

[00:10:46]Hopefully you guys are staying out of harm's way. Again, that's this this isn't to say that I'm not even taking losses out here because I am. I'm trying stocks. They're not working. You know, I I took a loss the other day trying to get into AOI. Um, that did not work. I took a little loss today getting into light. So, I'm, you know, 0 for two on these uh optics names. So, probably just going to leave them alone. You know, I'm really not getting tons of traction on the short side. So, I'm really just if I'm going to short, fine. But one name at a time. And if you get traction, okay, take another. Don't get aggressive on the short side of the market because you think the market's gone up too much here. There's just way too much stuff working. Solar, genomics, drones, I mean, you know, industrial metals. I saw gold and silver bouncing today. Geez, how could I forget? Gold and silver right down at the 200 day. And like at one point today, every single gold stock and silver stock that I track was all hitting a fresh high intraday at the exact same time. They were all ripping.

[00:11:44]Every single one of them. Um, you know, what are we going to make of that? I don't know. I I personally don't even care. That's just how much stuff's moving out here. You just can't be negative. Again, cyber securities, um, you know, aerospace and defense, semiconductors, memories. I mean, the only thing not moving today are optics.

[00:12:03]Um, so that'll just tell you how strong things really are. You know, like money's got to leave somewhere, right?

[00:12:08]It just so happens to be that group that's gone up, you know, a ton. So, again, hopefully you guys are all trading safe and I will see you guys back on the desk uh bright and early tomorrow morning. Cheers.