$ONDS hit Level 4. +10%. Still running.

Copy My Trades | Reviews | Trade With Me

Good Morning!

🌡 TradingLab’s Headline Roundup

The week ends on a knife edge. The US and Iran reached a tentative deal to extend their ceasefire, sending Asian equities up nearly 1% overnight and oil lower, while Wall Street closed at all-time highs Thursday. But it's not that simple - late Thursday, Iran's armed forces reportedly launched missiles even as Trump was mulling the extension, keeping the geopolitical whiplash very much alive. PCE inflation came in at 3.8% for April - the highest in nearly three years - and stocks went up anyway. That's the market in a nutshell right now: bad inflation data, a war that keeps threatening to re-ignite, and indices at all-time highs. The bull market is forcing every bear to explain themselves.

The week's standout corporate story was Dell surging 38% after hours Thursday on a blowout AI server outlook, while Snowflake jumped 25% on a $6 billion Amazon deal. The AI infrastructure trade is not slowing down. Futures are flat this morning as traders watch whether the ceasefire extension holds - and whether Iran's overnight missile activity changes the calculus before the weekend.

🏛️ Stock Markets

S&P 500 and Nasdaq close at fresh all-time highs Thursday - despite hot PCE - The S&P 500 gained 0.42% and the Nasdaq rose 0.51% to fresh records, shrugging off a 3.8% PCE print - the highest in nearly three years. Inflation bad. Stocks up. That's the 2026 playbook.
Dell surges 38% after hours - AI server demand is exploding - Dell Technologies surged nearly 40% in extended trading after raising its full-year guidance and posting a Q1 beat, driven by surging demand for AI servers. One of the biggest single-session moves for a mega-cap in years.
Snowflake jumps 25% - $6 billion Amazon deal - Snowflake surged 25% after announcing Amazon Web Services would pay $6 billion to use Amazon's new Graviton chips. Enterprise cloud spending is alive and well.
PCE hits 3.8% - highest in nearly three years, markets don't care - April PCE rose 3.8% year-over-year, the highest since mid-2023, yet stocks climbed to records regardless. The Fed's preferred inflation gauge is accelerating. The market is betting the Iran deal fixes it. That's a lot of faith in a ceasefire.
Micron crosses $1 trillion market cap - up 800% in 12 months - Micron's market cap crossed $1 trillion for the first time Tuesday after UBS nearly tripled its price target, with shares up more than 800% year-over-year. AI memory is the most underappreciated trade of 2026.
Iran launches missiles overnight - ceasefire extension in doubt - Iran's armed forces reportedly launched missiles late Thursday as Trump considered whether to extend the ceasefire, keeping futures near flat Friday morning. Two steps forward, one step back. That's been this peace deal from day one.
Consumer confidence drops to 93.1 - inflation anxiety is real - The Conference Board's consumer confidence index fell to 93.1 in May, with respondents citing escalating inflationary impacts from the Middle East conflict. Stocks are at records. Consumers are getting squeezed. The disconnect won't last forever.
Wall Street is shifting billions into a select group of stocks, and MarketBeat’s updated 10 Best Stocks to Own in 2026 report reveals exactly which ones. Get the 10 names attracting fresh capital before the crowd catches on. Send My Free Report

₿ Crypto

Bitcoin pinned below $77K - stuck while equities run to all-time highs - Bitcoin remains pinned below $73,000-$77,000 despite positive Iran deal news moving stocks and bonds, with crypto markets under heavy pressure as capital rotates into AI equities and mega-IPOs. The S&P is at records. BTC is flat. The divergence is telling.
60-day ceasefire extension = the single biggest crypto catalyst right now - A confirmed 60-day ceasefire extension would push talks well into summer, lower oil prices, reduce mining costs, ease inflation pressure, and remove the biggest macro ceiling on risk assets including Bitcoin. Not a crypto-native catalyst. A macro one. And it's the most important one on the board.
Morgan Stanley signals US banks may soon hold Bitcoin on balance sheets - Morgan Stanley signalled this week that US banks may eventually be able to hold Bitcoin on their balance sheets despite current regulatory barriers, with the bank already running a Bitcoin ETP and planning spot crypto trading on its wealth platform later this year. When the biggest wealth manager on Wall Street starts building Bitcoin infrastructure, you pay attention.

5 Defense Stocks Most Investors Haven't Found Yet

AI-integrated systems. Satellite infrastructure. Advanced aerospace platforms. Five companies are winning significant Pentagon contracts in each, and we profiled all of them in one free research report.

See the report

🔓 FREE PREVIEW: These alerts are delayed. Upgrade to access them in real-time and join my trading community.

$ONDS: Level 4 Hit. +10%. Position Now Risk Free.

Mr M posted the $ONDS swing trade at $12.30 entry. Four levels have already been taken out.

The original setup:

Entry: $12.30
Targets: $12.50 ✅ → $12.70 ✅ → $13.00 ✅ → $13.25 ✅ → $13.50 → $14+
Stop Loss: $11.20

Level 4 hit yesterday at $13.25. That's +10% from entry - and with four targets banked, the stop has been moved up to breakeven. The position is now risk free. Whatever happens next is pure upside.

Why It's Moving

ONDS surged more than 20% Wednesday, reaching approximately $13.14, contributing to a weekly gain of over 35%, as two catalysts landed simultaneously. Q1 2026 revenue hit $50.1 million - roughly 10x year-over-year and well ahead of the $39.4 million Wall Street estimate - while the company swung to a $361.3 million net profit from a prior-year loss and raised full-year guidance to at least $390 million. Then yesterday, reports emerged that the Trump administration is considering funding agreements with drone manufacturers to enhance domestic production - sending the whole drone sector higher with ONDS leading the charge.

Defense AI. Autonomous drones. A 10x revenue year. Government funding on the way. Mr M saw this setup before the crowd did.

Still Two Levels Left

$13.50 and $14+ are still on the table. Four levels in, stop at breakeven, remaining position running for free. This is exactly what structured trade management looks like in practice.

Mr M posts setups like this - with entries, targets, and stop losses - in real time inside TradingLab. Not after they move. Before. The $50 weekly trial gets you full access to every signal the moment it drops. Start your 7-day trial here - cancel any time.