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

📅 May 1, 2026 (Friday) Fed statement day. Trump likely Truth Social attack on Powell. Be cautious opening new longs before Fed. Close all day trades by 11:00 AM PST (Friday protocol). Watch for crypto reserve breadcrumb on weekend. 📅 May 2–3 (Weekend) Expect Truth Social barrage: Iran war update, tariff escalation threats, crypto boasts, Powell attacks. Weekend posts often move Monday pre-market. Watch overnight futures Sunday night for gap direction. 📅 May 4 (Monday) Strategic Bitcoin Reserve announcement window opens. White House teased "coming weeks" on Apr 25 = May 4–15 highest probability window. Watch for 7 AM ET White House press release. COIN/MSTR/IBIT gap-up risk. 📅 May 5–7 (Midweek) Iran binary outcome: diplomatic resolution (oil back to $80, energy sector -8%) OR military escalation (oil $130+, energy sector +15%). Position sizing must reflect this binary risk. No all-in on energy without protective hedge.

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