Challenge - JOIN DCG FOR MAY
Today Call Outs -
  • Top 5 LONGS (Gate 10): PLTR (Cash Cow — earnings Mon May 4 AMC), INTC, USAR, NOK, COIN
  • Top 5 SHORTS (Gate 10): RBLX (-24% guidance crush), ADBE (CEO drama), IONQ (profit-take fade), SAVE (Spirit Air shutdown), RBBN (legacy telecom outflow)
  • Trump catalysts: Hormuz 100% shut, EU auto tariffs 25%, Iran "not satisfied", Spirit Air bailout teaser
  • Sector rotation map: Money IN — AI Infra, Crypto, Rare Earth, Auto, Silver, IWM. Money OUT — Gaming/Social, Software, Energy, Discount Airlines
  • Social buzz table: LWLG +23.79%, INTC, AAPL $4T club, MIR ratios, CYTK biotech
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Jamar James
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Challenge - JOIN DCG FOR MAY
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