Latest Plans & Ideas
Read the latest insights into the S&P 500 and Stocks.
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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,…
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ES Weekend May 31
Markets continue to operate in a clearly bullish regime, and that remains the starting point for this week. May value gapped higher, last week also value gapped higher, and the prior two-week balance broke to the upside. ES may have looked a bit labored at times during the breakout, but…
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ES Weekend May 24
2-Week Balance: 7361-7537Weekly Pivot: 7479-7489ES Expected Move: 114ptsGamma Flip: SPX 7311 / ES 7331 (as of Friday) Futures open normally on Sunday and will close early Monday morning. Stocks are closed until Tuesday. Markets head into the week with one dominant feature: a clean two-week balance. That is the big…