YouTube link to IBD Podcast taped on Wed, May 28, 2025: https://www.youtube.com/live/C3qrWF6hfoY

Topics covered:
1) 0:00 Announcements
2) 1:00 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000)
3) 15:45 FOCUS LIST: NFLX, SPOT, PLTR, GEV, EQT, RKLB, BROS
4) 20:10 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), HWM, KTOS, DRS, GE, LUNR, ACHR, ATRO, RDW
5) 22:45 Stock Review – Software/Semis: IGV (ETF), RBRK, CRWD, CYBR, TWLO, CRWV, NBIS, SMH (ETF), NVDA, AVGO, TSM, TTMI
6) 25:30 Stock Review – Energy/Data Center related: VST, CEG, NRG, VRT, OKLO, NNE, SMR, LTBR
7) 27:35 Stock Review – Quantum Computing (very speculative): QTUM (ETF), IONQ, ARQQ, QBTS, QUBT, RGTI
8) 28:25 Stock Review – Others/General Ideas/Commentary: TEM, UBER, TSLA, BSX, MRUS, EYPT, GRAL, ONON, SFM, DASH, BKNG, AXON, HOOD, CHWY, RBLX, SHAK, CVNA, ODD, IBIT
9) 35:00 Stocks Near Buyable Ranges: DRS, TWLO, VST, BROS
10) 36:00 Conclusion/Summary

Market Summary:
In this video, I start by reviewing the price action of the past month. The bottom line is the institutions started to come back in the market aggressively towards the end of April, and since then, the market has stair-stepped higher in a healthy manner. In addition, during this time, we’ve seen very little distribution and the price action of growth stocks continues to improve. Again, do your best to shut out the noise and focus on making money during this power trend. Power trends tend to last 6-12 weeks, so hopefully this can take us into mid-July with normal pullbacks along the way. As always, I will take this day-by-day and update you in these videos if anything major changes.

Remember the main guidelines during power trends: 1) Use the 21-day as your guide. In other words, if we are extended from this level, don’t be surprised to see minor pullbacks through price and/or through time. 2) Expose yourself to strong stocks and ETFs. Between the Focus List and the other stocks, there are plenty of ideas in these videos. 3) Get strong entry points near the 21-day and 50-day moving averages. 4) Manage your trades as best as possible based on your timeframe, risk tolerance, and overall investment plan. I can give guidelines, but ultimately, you need to decide what position sizes to use, the number of positions to own, when to take profits, and where to set your stop losses. If you have any questions, you can ask them during the next live webinar, which will be this Monday, June 2nd at 7PM EST. Thank you and enjoy the rest of your weekend.

Unusual Options Activity:
5/30/25 S&P 500 ETF (SPY) large blocks buying 12,000 June $596 calls at $5.08 to $5.14
5/30/25 Bitcoin ETF (IBIT) buyers of 1600 July $61 calls at $3.85
5/30/25 Gold Miners ETF (GDX) with 5472 June 2026 $52 ITM puts sell to open at $7.20
5/30/25 Philip Morris (PM) 1000 August $185 calls bought $6.34 as June $175 adjust
5/30/25 Elf Beauty (ELF) size buy 1200 July $120 calls $6.49
5/30/25 Hims and Hers Health (HIMS) buyer of 1250 August $60 calls at $8.65
5/30/25 Hims and Hers Health (HIMS) also buyers for 1700 June 27th $65 calls at $2.50 to $2.80
5/30/25 Chipotle (CMG) buyer 5000 June 50/55 call spreads 1.06
5/30/25 Lyft (LYFT) 15K July $15 calls sell to open 1.27 to 1.25
5/30/25 Trade Desk (TTD) with 1000 July 3rd $72 calls sell to open $5.10
5/30/25 Robinhood Markets (HOOD) large lots selling to open 3000 June 27th $66 ITM puts for $5.22
5/30/25 Eli Lilly (LLY) buyers of 430 June 27th $730 calls at $36.75 offer sweeps
5/30/25 Eli Lilly (LLY) also buyers of 800 July $760 calls at $26.45 offers up to $34
5/30/25 Revolution Medicines (RVMD) unusual buyer of 2000 July $44 calls at $2.75
5/30/25 Vertiv (VRT) buyer of 450 June 2026 $105 calls at $27.70 to $27.80
5/30/25 Cameco (CCJ) 12,500 June 27th (W) $51 puts sell to open $0.41
5/30/25 Nvidia (NVDA) buyer of 3000 July 11th $140 calls at $6.19
5/30/25 Nvidia (NVDA) buyers of 2100 June 13th $138 calls at $3.90 to $4.40
5/30/25 Nvidia (NVDA) also a block of 9000 Jan $125 puts sold for $12.77
5/30/25 Dell (DELL) sees 1800 June 13th $110/$108 bull put spreads sell for $0.70
5/30/25 Advanced Micro (AMD) notable opening sale 1200 Feb 2026 $120 puts for $20.40
5/30/25 Alibaba (BABA) opening sales of 3500 Sept $95 puts for $2.31 bids
5/30/25 Palantir (PLTR) 2200 June 2027 $170 calls bought $34.50 to $35.50
5/30/25 Palantir (PLTR) also opening sales of 5000 July $135 ITM puts for $16 to $13.25
5/30/25 Unity Software (U) buyers 5000 Jan $55/$65 call spreads
5/30/25 Unity Software (U) sees a buyer of 1000 July $30 calls at $1.85 as Sept $35 adjust
5/30/25 Salesforce (CRM) buyer 11k Sept $290 calls $9.92 as June $270 are sold 10K at $4.40
5/30/25 CoreWeave (CRWV) buyers of 3000 July $125 calls at $9.10 to $10.15 in large lots
5/30/25 CoreWeave (CRWV) buyers of 1000 June $120 calls at $6.80 offers
5/30/25 Zscaler (ZS) buyer 500 August $310 calls 4.80 offer
5/30/25 Micron (MU) 800 July 3rd (W) $95 puts sell to open $6.55
5/30/25 Arm Holdings (ARM) June 2027 $130 calls buying another 2000x at $43.17 to $43.28
5/30/25 Fortinet (FTNT) opening sale of 600 March $80 puts at $4.50
5/30/25 Fortinet (FTNT) also 320 June 2026 $105 calls buy at $15.39
5/30/25 Vistra (VST) opening sales of 480 June 2026 $165 ITM puts for $35.55
5/30/25 Constellation Energy (CEG) buyer of 200 March $460 calls at $15.50 offer
5/30/25 Oklo (OKLO) opening sales of 1800 June $49 puts for $4.30 to $3.60
5/29/25 Nasdaq 100 ETF (QQQ) buyer of 2350 June 13th $532 calls at $5.71 as the May 30th $520 calls adjust
5/29/25 Nasdaq 100 ETF large opening sale 1000 March $520 puts $35.03
5/29/25 Nasdaq 100 ETF 6925 June $500 short puts roll to July $505 strike
5/29/25 Bitcoin ETF (IBIT) buyers of 2000 June 27th $63 calls at $2.19 to $2.32 offers
5/29/25 Retail ETF (XRT) 1000 Sept $76 puts sold to open 4.25
5/29/25 Biotech ETF (XBI) buyer 5000 July $77/$84 call spreads
5/29/25 Japan ETF (EWJ) 4000 Sept $71 puts sold to open 1.80
5/29/25 Take-Two Interactive (TTWO) buyers of 550 Jan $180 deep ITM calls at $55.70
5/29/25 Celsius Holdings (CELH) size opening sale 4000 Oct $37.5 puts ITM $6.40 bid
5/29/25 Tesla (TSLA) seeing large block buyer for 3000 July $510 calls at $5.45 to $5.50
5/29/25 Colgate (CL) buyer of 1500 Sept $100 calls at $1.45
5/29/25 Chewy (CHWY) 3000 June 6th (W) $44.50 calls bought spread vs. $46.50
5/29/25 Brinker (EAT) buyer 800 Jan $180 calls for 21.80
5/29/25 Eli Lilly (LLY) buyer of 800 June 27th $730 calls at $32.85
5/29/25 United Health (UNH) $10M buy of June 2027 $300 calls looks to add to open interest
5/29/25 Tempus AI (TEM) sees opening seller 500 July 3rd (W) $56 puts for $7
5/29/25 Merus (MRUS) sees 1000 July $50 puts sell to open at $2
5/29/25 Woodward (WWD) buyer of 1000 July $220 calls at $8.40 to $9 as June $210 calls adjust
5/29/25 Honeywell (HON) buyer 5000 Sept $240 calls for $5.81 as June 220 adjust
5/29/25 Arm Holdings (ARM) buyer 2045 June 2027 $135 calls for $10M
5/29/25 Broadcom (AVGO) buyers of 1100 June 13th $220 calls at $24.50 to $26.55, reports next week
5/29/25 Broadcom (AVGO) 3755 June 6th (W) $210 puts sold 1.71 to open
5/29/25 Micron (MU) opening sale of 1000 Jan 2027 $110 ITM puts at $28.16
5/29/25 Palantir (PLTR) opening sale of 8500 July $260 puts at $11.30
5/29/25 Elastic (ESTC) 1000 June $90 puts bought $5.80 to $6.15 into earnings tonight
5/29/25 Veeva Systems (VEEV) seeing 550 Dec $320 calls buy $16.50
5/29/25 CoreWeave (CRWV) buyer 800 July $140 calls 15.70 to 16.10
5/29/25 Vertiv (VRT) 7875 July 82.5 puts sell to open 1.09
5/29/25 Vertiv (VRT) buyers of 450 June 2026 $100 calls for $1.4M
5/29/25 Cisco (CSCO) 2150 March $50 puts sell to open 1.38
5/29/25 Arista Networks (ANET) 1500 Oct $95/$105 call spreads buy at $3.15
5/29/25 NRG Energy (NRG) buyer of 1000 August $170 calls $6.80