🚀 Wall Street Radar: Stocks to Watch Next Week
💼 Volume 87
Breakeven Isn't a Loss. Except When It Feels Like One.
This week was a rough one. Volatility is running hot across the board, and it runs even hotter when your watchlist is packed with names that move three percent before most people finish their morning coffee.
That’s the game we chose to play.
Everyone was talking about rotation this week. Honestly, the data was pointing in that direction, and for most of the week, we were inclined to agree. Then Friday’s close happened, and now we’d rather wait and see what the market actually hands us next week before committing to a view.
The S&P 500 has been on a historic winning streak, and yet the undercurrents are anything but calm. The VIX closed below the 17 level in late May, which looks deceptively placid given how much is simmering beneath the surface. Tech pulled the market higher again this week, which is precisely what makes us cautious.
If rotation is real, tech shouldn’t still be doing the heavy lifting.
There are some names worth watching in the nuclear energy theme.
The thesis isn't complicated: as data centers strain traditional power grids, nuclear companies (particularly those developing small modular reactors) are positioned to provide the kind of 24/7 baseload power that intermittent renewables simply can't. At least one name sits on our watchlist right now. There are others across the spectrum, some more speculative than others.
The week cost us two positions that had been moved to break-even.
Getting stopped at break-even isn’t a disaster, but two in the same week is not exactly what you’d call an encouraging signal. The market was sending a message, and we were listening.
The trade that genuinely got under our skin was a near-perfect setup that went completely sideways. Entry at the break of a key resistance level, not once but twice, we were in positive territory, green on the day, the setup working exactly as drawn.
Then the whole move collapsed and took us out with a loss, the same session!
The next day, the level held, the stock launched, and it never looked back. Are you listening, AppLovin (APP)?
Sometimes the market decides you don’t deserve the position, even when you read it correctly.
It just reminds you that execution and timing are as important as the idea itself. We had the right stock, the right level. Just not the right day.
That’s trading. The market has a remarkable talent for making you feel stupid precisely when your analysis is sound. We followed the plan, respected the stop, and we’re at peace with that.
What stings is not trying the following morning again.
We are still riding the final portion of our Arm Holdings (ARM) position, now sitting at an extraordinary return of 130%. The stock has been up over 200% year to date, with data center royalty revenue more than doubling year over year and committed demand for its AGI CPU already exceeding $2 billion over the next two fiscal years. Shares pushed to an all-time high earlier this month, and the move is starting to look less like a rally and more like conviction hardening into something structural.
We're letting it run.
Here’s a look at this week’s market health, with a breakdown of index and sector performance.
We’re currently building the beta version of our app, and it’s already live.
It is not a generic solution for every market participant, but a platform built specifically for swing trading, momentum strategies, and short to medium-term investing.
You can already sign up, access the beta, and start using it today.
As previously stated, all paid subscribers will receive full access to the platform at no additional cost.
Latest articles:
Each stock carries a risk badge: ⚠️ High | 📊 Medium | 🛡️ Low.
Based on volatility, float, technicals, and fundamentals. Size your positions accordingly.
📈 Free Setup: Make It Count
MXL: MaxLinear Inc ⚠️
What they do: A semiconductor company designing high-speed connectivity chips
Why watch? Twelve months ago, MaxLinear was a broadband recovery story. A decent one, but nothing more. That framing is now outdated, and the market is only beginning to adjust for it.
The Q1 2026 numbers told the story clearly. Revenue grew 43% year over year to $137 million. Infrastructure revenue, which covers the data center connectivity products, grew 136% year over year and crossed over to become the company’s largest revenue category. That is not a gradual mix shift playing out over several quarters. That is a business changing what it fundamentally is, and the numbers confirming it in real time.
To understand why the data center exposure matters as much as it does, it helps to think about what an AI cluster actually requires beyond the GPUs that receive all the attention. Every rack of AI compute needs high-speed optical links to move data between chips across the fabric, copper interconnects for scale-up traffic within the rack itself, fast storage pathways to keep the compute fed, and efficient control-plane connectivity to manage the whole system. MaxLinear designs chips that sit at each of those bottlenecks: 1.6T optical interconnects, copper retimers for scale-up architecture, storage accelerators, and hyperscale PON designs. The company is not adjacent to the AI infrastructure buildout. It is embedded in it.
Management guided Q2 revenue to a midpoint of $165 million and raised the full-year optical data center revenue outlook to $150 to $170 million on the back of stronger customer orders and better forward visibility. The float is not large, which cuts both ways: when this name moves, it moves fast.
Technical Outlook: Since the post-earnings surge, the price has been consolidating inside a tight range, a Darvas box formation where the stock establishes a defined ceiling and floor and compresses between them. We entered once before and were stopped out too early. The setup is developing into something cleaner now. Two or three more sessions of tight price action with the 10-day EMA holding as a floor below the range is the ideal condition before the breakout. The float size amplifies everything, which is exactly why patience on the entry is not optional.
Why We Don’t Wait for Sunday
Markets don’t move on your schedule. The best low-risk entries don’t announce themselves politely and wait for the weekend newsletter.
They show up when they show up. And if you’re not positioned, you miss them.
Paid members get real-time alerts: exact entries, stops, position sizing, and the thesis behind every trade. The same information we use to manage our own capital.
Free members get just one pick on Sunday.
Does that sound like an edge to you?
What’s Inside Premium
Free Access to TradeDeck
Premium members get early access to TradeDeck, the trading platform we’re building. The value of the platform alone already exceeds the cost of the subscription.
Watchlist Elite (5-7 Stocks)
Each selection undergoes rigorous financial analysis, technical evaluation, and strategic assessment.
Full Portfolio Transparency
Every position we hold. Entry price. Current P&L. Stop level. Real money, real risk.
Real-Time Trade Alerts (Chat Access)
This is where the edge lives. Exact entries, stops, and position sizing. Real-time. No lag
Quick Picks (5 Names)
Additional setups that just missed our main criteria but are worth watching.
Chat Access
See our thought process in real time. Ask questions. Watch how we manage risk.
The Tools We Actually Use
Member discounts on TC2000, Fiscal.ai, and other platforms. Same tools, better pricing.
What Paid Members Say:
We’re entrepreneurs first, traders second. We’ve sat in the CEO chair. We know what real execution looks like and how to spot it.
€39/month or 299€/year. Less than one losing trade. Cancel anytime.
Portfolio updates and new positions:
