YouTube link to IBD Podcast from earlier today: https://www.youtube.com/live/C3qrWF6hfoY

Topics covered:
1) 0:00 Announcements
2) 0:40 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000)
3) 5:40 FOCUS LIST: NFLX, SPOT, PLTR, UBER, GEV, EQT, RKLB, BROS
4) 8:00 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), HWM, KTOS, DRS, GE, ASTS, LUNR, ACHR, ATRO, RDW
5) 10:45 Stock Review – Software/Semis: RBRK, CRWD, CYBR, TWLO, CRWV, NBIS, NVDA, AVGO, TSM, TTMI
6) 13:55 Stock Review – Energy/Data Center related: VST, CEG, NRG, VRT, OKLO, NNE, SMR, LTBR
7) 15:45 Stock Review – Quantum Computing (very speculative): QTUM (ETF), IONQ, ARQQ, QBTS, QUBT, RGTI
8) 16:30 Stock Review – Others/General Ideas/Commentary: TEM, TSLA, BSX, MRUS, EYPT, GRAL, ONON, SFM, DASH, BKNG, AXON, HOOD, CHWY, RBLX, SHAK, CVNA, ODD, IBIT
9) 22:55 Stocks Near Buyable Ranges: PLTR, EQT, VRT, BROS
10) 25:10 Conclusion/Summary

Market Summary:
As I’ve mentioned in recent videos, the price action in many of the leading growth stocks continues to be strong and that is what is keeping me positive on the markets. I review many of these stocks in this video. Try to 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.

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. Thank you and good luck for the remainder of the week.

Unusual Options Activity:
5/28/25 S&P 500 ETF (SPY) large opening sales of 5400 July 31st $565 puts at $8.35 bids
5/28/25 Nasdaq 100 ETF (QQQ) 1150 July $546 calls sell to open $6.18
5/28/25 Russell 2000 ETF (IWM) with 12,500 August $185 puts sell to open $2.46 as some July $180 short puts adjust
5/28/25 Financials ETF (XLF) 6000 March $50/$40 bull put spreads trade to open
5/28/25 Gold ETF (GLD) sees 3600 June 2026 $220 puts sell to open $0.87
5/28/25 Oil ETF (USO) sees 3000 August $75 calls sell to open $1.98
5/28/25 Abercrombie (ANF) into the surge sees 2500 August $80 puts sell to open $3.00
5/28/25 ON Holding (ONON) sweep buyers 1500 Sept 72.50 OTM calls 1.90 offer
5/28/25 ON Holding (ONON) also 1500 Sept $70 calls bought
5/28/25 Carvana (CVNA) with a stock replacement buying 450 Jan $460 calls at $23.45 offer
5/28/25 AppLovin (APP) buyer 300 June 2026 $650 calls $50.80, a $1.55M trade
5/28/25 Starbucks (SBUX) 10,000 July 80 puts sold to open 1.47
5/28/25 Starbucks (SBUX) 500 Dec 2026 $80 puts selling to open $10 to $9.91
5/28/25 Starbucks (SBUX) with 5000 August $100 calls buying 1.41 to 1.44
5/28/25 Exxon (XOM) 10,000 August $95 puts sold to open $2.24
5/28/25 Robinhood Markets (HOOD) buyers 2000 June $66 calls $4.50 to $4.65
5/28/25 Goldman Sachs (GS) large opening sale 450 July $575 puts $13.90
5/28/25 Visa (V) 425 Sept $345 puts sold to open $11.25 bids
5/28/25 CVS Health (CVS) buyer 3000 August $70/$80 call spreads
5/28/25 Woodward (WWD) 850 Oct $260 calls buy $4.65 in an unusual trade
5/28/25 Joby Aviation (JOBY) up big on the Toyota news and sees 5000 July $10 calls buying at $0.45 to $0.65
5/28/25 GE Vernova (GEV) sees 3000 July $550 calls sell to open $10.70 to $10.30
5/28/25 GE Vernova (GEV) massive opening sales of 950 July $520 ITM puts at $52.50 to $52.20
5/28/25 Rocket Lab (RKLB) buyers into the close for 1600 Dec $42 calls at $3.50 offer
5/28/25 Celestica (CLS) large buy of 1800 August $120 calls at $13.59 as $100 calls adjust
5/28/25 HP Enterprise (HPE) buyer 1400 January $21 calls $1.39
5/28/25 Snowflake (SNOW) buyer 1000 August $210 calls $14.16 adjusting some June 180 calls
5/28/25 Snowflake (SNOW) 3000 July 185 short calls adjust to 200 strike
5/28/25 Amazon (AMZN) 2000 June 2026 $190 puts sold $16.65
5/28/25 Amazon (AMZN) 2000 June $202.50 puts sold to open $4.30 bids
5/28/25 Unity Software (U) 11,000 Jan $30 calls buy $3.25 to $3.55 looking to add to recent 10K buy
5/28/25 Unity Software (U) also sweep buyers August $30 calls 4000X
5/28/25 DataDog (DDOG) buyer 500 Sept $135 calls for $5.05 as June $125 adjust
5/28/25 CoreWeave (CRWV) into dip sees buyers of 2900 July $130 calls at $12.30 to $12.90 in large lots
5/28/25 Fortinet (FTNT) 1000 July $105 puts sell to open 4.40 to 4.30
5/28/25 D-Wave Quantum (QBTS) sees 2200 June $18 puts sell to open $2.85
5/28/25 eBay (EBAY) buyers of 900 Dec $62.50 ITM calls for $13.05
5/28/25 Arm Holdings (ARM) another 2000 June 2027 $130 calls bought at $50.05, over 20K accumulated in the past month
5/28/25 Arm Holdings (ARM) buyer 400 March $135 calls $30.25 offer
5/28/25 Intuit (INTU) 750 Sept $660 puts sell to open 14.60
5/28/25 Broadcom (AVGO) 7500 July $250 calls bought 11.18 to 11.70 as June 230 calls adjust
5/28/25 Texas Instruments (TXN) large opening sale 10,000 July $165 puts $2.22
5/28/25 Oklo (OKLO) buyers of 1000 July $60 calls at $6.92 to $7.40 as June $50 calls start to adjust winners
5/28/25 Oklo (OKLO) 1500 July $65 calls bought $6.25 to $6.45
5/28/25 Oklo (OKLO) 875 Sept $39 puts selling to open 4.70
5/28/25 NuScale Power (SMR) buyer 2000 June $45 calls $2.08
5/28/25 Vistra (VST) 2000 August $200 calls bought as June 180 adjust
5/27/25 Nasdaq 100 ETF (QQQ) buyer of 5000 July $555 calls at $3.37 as the $520 calls adjust
5/27/25 Bitcoin ETF (IBIT) 1150 Oct 31st (W) $62 calls buy $9.45
5/27/25 Bitcoin ETF (IBIT) opening seller 3000 June 30th (W) $66 puts $5.30 bids
5/27/25 Regional Banks ETF (KRE) 2350 July $56 calls bought $2.86 offer
5/27/25 Tesla (TSLA) seeing those algo sweep buyers of 3000x each July $480, $485, $490, $495 calls bought
5/27/25 Tesla (TSLA) large opening sale 380 August $365 ITM puts $48.65 bids
5/27/25 Tesla (TSLA) 3300 Dec 2026 $410 ITM puts sell to open at $128.75 as Nov $395 short puts adjust
5/27/25 Tesla (TSLA) buyer 2000 Sept $550 calls $12.50 spread against $960 calls
5/27/25 Tesla (TSLA) also an opening seller of 1000 Dec 2027 $300 puts for $81.35 to $81.10
5/27/25 Deckers Outdoor (DECK) buyer 350 Jan 2027 $100 calls 28.70
5/27/25 Kenvue (KVUE) block of 4000 Nov $23 puts sold to open 1.41
5/27/25 Roblox (RBLX) 2700 June 13th (W) $86 calls buy 2.71 to 2.80
5/27/25 Uber (UBER) large buyers here of 11,000 July $95 calls at $2.46 to $2.67 offers, over $3.3M
5/27/25 AppLovin (APP) 750 June 27th (W) $300 puts sold to open $6
5/27/25 AppLovin (APP) buyer 250 Jan $710 calls $18.30
5/27/25 Occidental Petro (OXY) opening sale of 4000 Jan $40 ITM calls for $5.48
5/27/25 Hess (HES) opening sale 1600 Sept $145 calls at $3 as August $150 short calls adjust
5/27/25 Conoco (COP) large opening sale 10,000 July 80 puts 1.87 to 1.85
5/27/25 Chevron (CVX) large sale 10,000 Sept $155 calls to open 2.15
5/27/25 MasterCard (MA) 650 Jan $485 puts sell to open $12.10
5/27/25 Eli Lilly (LLY) sees 20,000 July $850/$950 call spreads buy $6.25
5/27/25 Eli Lilly (LLY) also buyers of 375 June 27th $730 calls at $32.95 offer sweeps
5/27/25 Bristol Myers (BMY) opening sales of 10,000 Aug $50 calls at $1.73
5/27/25 Tempus AI (TEM) buyer of 4500 July $80 calls $3.89
5/27/25 Tempus AI (TEM) also a buyer of 2600 August $85 calls at $5.38
5/27/25 Kratos Defense (KTOS) early action seeing 2250 June $37.50 calls buy $2 to $2.25
5/27/25 GE Aerospace (GE) size buy 1000 August $260 calls $6.35 to $6.45
5/27/25 GE Aerospace (GE) also 1000 July $250 calls bought $5.95 to $6.35
5/27/25 GE Vernova (GEV) large opening sale 1675 July $380 puts $5.28
5/27/25 GE Vernova (GEV) 500 July $390 and 450 Aug $350 puts selling to open
5/27/25 CoreWeave (CRWV) buyers of 1000 Sept $150 calls at $15.80 to $17
5/27/25 Atlassian (TEAM) with 1700 Dec $130 puts sell to open $3.90 bids
5/27/25 HP Enterprise (HPE) buyers 6000 Sept $21 calls $0.68 offer, earnings 6-3
5/27/25 Cloudflare (NET) with 1000 Sept $125 puts sold to open $4.85 to $4.75
5/27/25 Intuit (INTU) sees 1000 Jan $860 calls buy $27.60
5/27/25 Intuit (INTU) also 570 July $760 calls buying $16.15 to $17.50
5/27/25 Alibaba (BABA) 2000 Dec 2027 $200 calls buy to open $12.60 to $12.95
5/27/25 Apple (AAPL) nearly 9000 August $215 calls selling to open
5/27/25 Qualcomm (QCOM) opening sale 700 Dec 2026 $120 puts at $12.10
5/27/25 Oklo (OKLO) sees 8000 July $31/$28 bull put spreads sell to open $0.20
5/27/25 Oklo (OKLO) also seller of 7200 July $26 puts for $0.21
5/27/25 Oklo (OKLO) 600 Dec $70 ITM puts sell to open for $27.60
5/27/25 Constellation Energy (CEG) 500 Nov $210 puts sold to open $8.70
5/27/25 Arm Holdings (ARM) June 2027 $130 calls back for more buying 2119x at $47.20, OI up over 17K now. One of the top accumulation names for June 2027 expiration lately