Latest Plans & Ideas
Read the latest insights into the S&P 500 and Stocks.
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ES Weekend June 21
ES remains locked inside a broad multi-week balance 7247-7649, now extending into its seventh week. This is in addition to the primary 2-week balance we have been tracking. While futures did print a fresh high on a non-back-adjusted basis, the cash index has not confirmed that breakout. That distinction matters.…
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ES Weekend June 14
I have moved to ESU2026 (September contracts). Below prices and the shared chart is on the new contract rather than the continuous for this week. Markets head into the week in balance across both the daily and intermediate timeframe, and that is the single most important backdrop to respect. This…
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Constellation Energy (CEG)
Constellation Energy: The Premier U.S. Power Platform for the AI Load Supercycle Constellation Energy has become one of the clearest public-market ways to invest in the structural power-demand story created by artificial intelligence, data centers, electrification, reshoring, and tightening grid reliability conditions. The company combines the largest nuclear fleet in…
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Nokia (NOK)
Nokia has moved from being viewed primarily as a slow-growth telecom equipment vendor to one of the more interesting “AI plumbing” plays in public markets. The company is no longer just selling radio access network hardware into telco capex cycles. Under CEO Justin Hotard, Nokia is repositioning around optical networking,…