Editor’s Note:Investing is changing faster than most people realize. Markets react in seconds… patterns form and disappear just as quickly… and traditional methods are becoming outdated.
More and more, the edge favors investors who can identify these patterns early — or, even better, employ systems that can detect them automatically.
That’s why we wanted to share today’s guest essay from TradeSmith CEO Keith Kaplan. In it, he explains how his team is using AI to identify specific “signals” in the market — patterns that have historically led to profitable trades — often before they fully play out.
That’s how Lee Sedol – the world’s greatest Go player – described AI after losing a five-game contest against Google’s AlphaGo AI model in Seoul in March 2016.
Go was invented in China more than 2,500 years ago. Two players place black and white stones on a grid, trying to capture each other’s pieces.
Stones on a Go board (Source: Wikimedia Commons)
It looks easy. But it contains more possible positions than there are atoms in the observable universe. The best players win by feel and intuition rather than brute calculation.
So, Sedol thought he was safe. The game was too creative – too deeply human – for a machine to crack. Before the match, he predicted he’d win every game.
Then came Move 37 in the second game.
Google’s AlphaGo placed a stone in a position no normal player would make – a move so strange that one commentator blurted out, “That’s not a human move.”
He was right.
AlphaGo’s analysis showed that a human player would make that move less than 1 in 10,000 times. But it turned the tide in AlphaGo’s favor, and Sedol lost.
He went on to lose the contest 4–1.
The machine wasn’t smarter. But it could see patterns no human eye could. And that was enough to defeat the world’s best player.
It’s a cautionary tale for investors today. AI models are way better at recognizing patterns now than they were a decade ago. And there’s no domain richer in hidden patterns – or more ruthlessly efficient at rewarding those who spot them and punishing those who miss them – than the stock market.
That’s why my team and I at TradeSmithhave spent the last 12 months building a new application of AI for self-directed investors like you.
It uses the same principles that defeated the world’s greatest Go player to spot patterns that flag the day’s most promising trades – 90 minutes before they happen.
I’ll show you how it works today – and pass on the link where you can watch it in action. First, let me give you some background on TradeSmith and what we’re all about.
Forget chasing data center stocks. The bigger opportunity is in the breakthrough that could make 75% of them unnecessary. This company just released technology that lets AI models do the same amount of work with just ¼ of the hardware — making data centers 4X more efficient. META already struck a $6 billion deal to get it. Apple made a $2.5 billion direct investment in its maker. See the name and ticker — and why Eric Fry calls it a better buy than any Mag 7 stock, including Nvidia.
Modern-Day Prospectors
As TradeSmith’s CEO, I run a team of 65 people, and an annual budget of $8 million, to develop hedge-fund-level analytical systems for self-directed investors.
More than 134,000 people in 86 countries use our software to manage more than $29 billion in assets.
Inside our Research Lab, we’re like modern-day prospectors panning for gold – only we use data and computers, not pans and pickaxes.
We’re constantly testing trading strategies, financial metrics, and data patterns to uncover profitable systems and indicators.
That’s what’s gotten us featured in Forbes, The Wall Street Journal, and The Economist.
Our risk-management software, TradeStops, put us on the map among financial technology firms. It takes the emotions out of investing by showing you the ideal time to sell your stocks.
We’ve also created software that finds hidden seasonality patterns in stocks… spots undervalued options plays… and uses AI to forecast stock moves up to 21 trading days out.
We’re always innovating. But we’ve never gone this deep.
Our new AI-powered system doesn’t look at balance sheets… read earnings reports… or follow news headlines. Instead, it detects tiny anomalies in stocks’ historical data. Then it finds statistical connections between them that a human analyst would never find.
Think of it like a “thumbprint.” Every great trade has one. A unique combination of factors – technical indicators, price patterns, market conditions – that has lined up before.
When those factors align again, our system flags a high-probability setup. Some with historical accuracy rates of 90% or more.
Here’s what happens when we tested it out.
Turning Patterns Into Profits
In January, our system flagged a trade in Qnity Electronics Inc. (Q) – a company I’d never heard of before.
It identified three factors that had aligned only four times over the past decade. Every time those same factors lined up for Q, the stock went up.
On January 28, this signal fired again – and over the next 30 days Q shares jumped 26%.
Or take AI chipmaker Advanced Micro Devices Inc. (AMD). On a recent signal, our system forecast an 8.4% move in 14 days, based on a pattern with 95% historical accuracy.
The result was an 8.1% gain in 48 hours.
Or take another popular AI stock, Palantir Technologies Inc. (PLTR). Our system signaled a 5.8% move in nine days, again with a historical accuracy rate of 95%. The result was a 15.1% gain in seven days – nearly three times the forecasted return.
These returns are from trading our signals with stocks. Here’s what those same signals produced using options:
Caterpillar Inc. (CAT): 126% in 72 hours
Nvidia Corp. (NVDA): 129% in 5 days
Lockheed Martin Corp. (LMT):365% in 30 days
HCA Healthcare Inc. (HCA): 461% in 13 days
Generac Holdings Inc. (GNRC):1,082% in 33 days
Now, you’ve seen some of what the signals can do. Let’s look at what’s happening under the hood…
Finding the What, Not the Why
The technology behind this new trading system is similar to what powers ChatGPT and other AI models.
They soak up massive samples of language, find statistical relationships between words, and predict what comes next. Our system uses the same principle – but for numbers.
We fed it data on 2,467 stocks going back 10 years – including interest rates, Treasury yields, Relative Strength Index readings, Bollinger Bands, and intraday trading ranges.
It also looks at indicators most traders have never heard of. Things like:
Kaufman Efficiency Ratio: It measures how cleanly a stock is trending versus how much it’s just drifting sideways.
Williams %R: It’s a momentum oscillator that measures where price sits relative to its recent high-low range.
DMI+/DMI-: They measure the strength of upward versus downward movement independently, rather than just looking at price direction.
No one knows exactly why each signal works so well. Frankly, it doesn’t matter. Like AlphaGo, our AI finds the what… not the why.
It runs each stock through 847 individual calculations daily, compiling more than 2 million trade evaluations every 24 hours.
It’s looking for combinations that have worked before – regardless of whether there’s an obvious reason why.
The result is a trading system that doesn’t care if we’re in a bull or a bear market. It doesn’t need a strong economy or a calm geopolitical environment. It just needs the ingredients to align.
Given what we’ve seen in 2026 – a wipeout in software stocks, oil above $100 a barrel, and rising volatility – that kind of neutrality matters more than ever.
Now You Can Try This Breakthrough for Yourself
This is unlike anything we’ve released in our firm’s 21-year history.
The 30,000 (and counting) signals our system has discovered for 2,467 stocks give you the kind of edge that would otherwise be off-limits for most investors.
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This market continues to reward disciplined traders who understand how to work with volatility, not fight it. That’s exactly what put sellers do.
I’m joined by Karim Rahemtulla today on Monument Traders Alliance LIVE to walk through how put selling fits into that framework, where it works, and how to manage risk in real time.
If you’ve been looking for a more consistent, premium-driven approach, this is the session to watch.
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Editor’s Note: I have a message for you from Louis Navellier at InvestorPlace. I thought you might find it interesting – check it out here or read more below.
– Jonathan Rodriguez, Senior Managing Editor
Trump, Elon and the Coming AI “Black Swan”
Dear Reader,
I’ve spent years researching Elon Musk’s operations.
From the launch of PayPal to the launch of Tesla…
From SpaceX to OpenAI and, yes, his takeover of Twitter.
I even kept close tabs on his partnership with Donald Trump.
I was especially intrigued with how it ended – which was poorly.
Elon wound up publicly accusing Trump of some awful things.
And having been a guest at Mar-a-Lago more than 10 times…
And being somewhat aware of Trump’s thinking as well…
I can assure you: Trump never forgets an insult.
Which is why my latest discovery doesn’t exactly surprise me.
Now trust me. You won’t hear this story from CNBC, The Wall Street Journal or Forbes.
Louis Navellier Senior Quantitative Investment Analyst, InvestorPlace
P.S. Elon Musk just powered his Grok AI model with his new Colossus computer. It’s far and away the most powerful data center built to date. And it will help Elon win the chatbot race, hands down. That means SpaceX could be a great stock once it IPOs. But the stock I reveal in my new presentation could make you even more money in 2026. Go here for details – including the ticker symbol – for free.
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Shalom from your Friends of Zion Center in Jerusalem.
At sundown tonight, Israel began the observance of Independence Day, Yom Ha’atzmaut. For 78 years, the modern Jewish state has been fighting to survive. This day of celebration is also marked by pain and suffering, and we must do all we can to help. Together we are telling, and more importantly showing, the people of Israel that they are not alone. We have received a generous matching gift challenge that will double your gift to help twice as many people—so please be as generous as you can when you send your gift today.
Your support of the Friends of Zion today allows us to comfort the people of Israel who have been devastated by the war, continue to purchase and deliver food, medicine, clothing, and other necessities of life for the poor Holocaust survivors and refugees of Ukraine, continue to operate the Friends of Zion Museum, and to meet urgent humanitarian needs among the poor Jewish people living in Israel.
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Let the high praises of God be in their mouth, and a two edged sword in their hand; to execute vengeance upon the heathen, and punishments upon the people; to bind their kings with chains, and their nobles with fetters of iron; to execute upon them the judgment written: this honour have all his saints. Praise Ye the Lord. Psalm 149:6-9
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Friends of Zion launches Israeli billboard campaign honoring Trump
The Friends of Zion Heritage Center has launched a nationwide billboard campaign across Israel featuring the message “The Deliverer” alongside an image of U.S. President Donald Trump.READ MORE
U.S. President Donald Trump on Tuesday accused the Islamic Republic of Iran of violating the temporary ceasefire “numerous times.”READ MORE
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Shalom from your Friends of Zion Center in Jerusalem.
At sundown tonight, Israel began the observance of Independence Day, Yom Ha’atzmaut. For 78 years, the modern Jewish state has been fighting to survive. This day of celebration is also marked by pain and suffering, and we must do all we can to help. Together we are telling, and more importantly showing, the people of Israel that they are not alone. We have received a generous matching gift challenge that will double your gift to help twice as many people—so please be as generous as you can when you send your gift today.
Your support of the Friends of Zion today allows us to comfort the people of Israel who have been devastated by the war, continue to purchase and deliver food, medicine, clothing, and other necessities of life for the poor Holocaust survivors and refugees of Ukraine, continue to operate the Friends of Zion Museum, and to meet urgent humanitarian needs among the poor Jewish people living in Israel.
Thank you so much for being part of this vital worldwide prayer movement.DONATE NOW
Weekly Prayer Service
Pray with us for Israel and submit your prayer requests.
I will pray with the spirit and I will pray with the understanding also: I will sing with the spirit, and I will sing with the understanding also. I Corinthians 14:15
If you have the gift of praying in the heavenly language, this is the most powerful form of intercessory prayer!
Let the high praises of God be in their mouth, and a two edged sword in their hand; to execute vengeance upon the heathen, and punishments upon the people; to bind their kings with chains, and their nobles with fetters of iron; to execute upon them the judgment written: this honour have all his saints. Praise Ye the Lord. Psalm 149:6-9
Join with us and millions of others around the world in prayer for Israel:PRAY WITH US
Friends of Zion launches Israeli billboard campaign honoring Trump
The Friends of Zion Heritage Center has launched a nationwide billboard campaign across Israel featuring the message “The Deliverer” alongside an image of U.S. President Donald Trump.READ MORE
U.S. President Donald Trump on Tuesday accused the Islamic Republic of Iran of violating the temporary ceasefire “numerous times.”READ MORE
Stay Connected
There is no better way to keep up with what is really happening in Israel and the world—the truth the liberal media won’t tell you—than with the redesigned and upgraded FOZ app. We have prepared this app to allow us to stay in touch with you and provide the most up-to-date news and prayer requests. This powerful tool will help you shape and focus your prayers, receive updates from Dr. Evans, and so much more. It is a must-have for every friend of Israel.APPLE APP ANDROID APP DONATE NOW
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Leadership transition, AI + Services strategy, what analysts are emphasizing, earnings performance, forward estimates, and key risks (Updated: April 21, 2026)
What’s going on with Apple right now—leadership, what’s changing in the business, what analysts are focused on, and what to watch next. Numbers and expectations move fast, so think of this as a snapshot as of April 21, 2026.
The quick take
A real leadership handoff is coming: John Ternus is set to become CEO on September 1, 2026. Tim Cook transitions to Executive Chairman. Arthur Levinson becomes Lead Independent Director.
What’s driving the stock narrative: iPhone remains the engine, but Services is the compounding layer underneath (higher margin, stickier, more recurring).
The big debate: Is Apple’s AI approach “late,” or is it just the only one that can ship at Apple scale without breaking trust, privacy, and product quality?
What matters most into FY26–FY27: Siri/Apple Intelligence execution, iPhone upgrades (and China), Services durability under regulation, and whether Apple creates another “must-have” product category.
Leadership: who’s in charge and why it matters
The headline: Apple’s CEO succession is no longer theoretical. John Ternus (the longtime hardware engineering leader) takes over onSeptember 1, 2026, while Tim Cook moves into the Executive Chairman role.
Why investors care: This is a signal that Apple is leaning even harder into end-to-end product execution (hardware + silicon + software). Ternus has been at the center of Apple’s core product roadmap, so the market will watch whether this increases Apple’s speed on big bets (AI experiences, new form factors, and new categories).
Services: Eddy Cue (App Store, subscriptions, iCloud, Apple Music, etc.)
What Apple is doing that’s actually innovative
Apple Intelligence as distribution, not just a model
Apple’s AI strategy looks less like “one chatbot to rule them all” and more like: ship useful AI inside the OS, inside core apps, across a massive installed base. The bet is that Apple doesn’t need to win every benchmark—it needs to deliver AI that feels native, reliable, and safe enough that people actually use it daily.
What to watch: Siri. If Apple turns Siri into a genuinely helpful agent (the thing that can do multi-step tasks reliably), that’s when the AI story becomes an upgrade story.
Services as the quiet compounding machine
Services is still the “second engine” that many analysts anchor on: recurring revenue, strong margins, and lots of levers (subscriptions, cloud, payments, bundles, App Store economics). Even when hardware has a softer period, Services can stabilize the model.
Apple silicon + vertical integration
Apple’s custom silicon is still one of the most underappreciated strategic assets in tech. It isn’t just about performance—it’s about control of the roadmap and the ability to optimize experiences (including on-device AI) across product lines. SponsoredBREAKING UPDATE: Elon Musk Just Filed the SpaceX IPO
Earnings: what just happened and what management signaled
Most recently discussed quarter (Fiscal Q1 2026, ended Dec 27, 2025): Apple reported $143.8B in revenue (up 16% year-over-year) and described it as a record quarter, with iPhone and Services both hitting records.
EPS snapshot: Diluted EPS was widely reported at $2.84 (up 19% year-over-year).
Near-term guidance (March quarter / Fiscal Q2 2026): Management pointed to low-to-mid teensrevenue growth year-over-year and 48%–49%gross margin. The margin guide matters because it tells you whether Apple is seeing healthy mix (and cost control), not just revenue volume.
Earnings expectations: how the Street typically frames it
Before the January 29, 2026 earnings release, consensus expectations floating around were roughly $138B of revenue and about $2.67 EPS for the December quarter—Apple came in above that.
What investors usually focus on (beyond EPS):
iPhone: upgrades + mix (Pro vs. non-Pro) + regional strength
Services growth rate: is it accelerating, stable, or slowing?
Gross margin: mix and component costs often show up here first
Buybacks: Apple’s capital return can meaningfully support EPS even in slower growth periods
Forward tone: any hints around demand trends or product cycle strength
What analysts are really saying (in plain English)
The bull view: iPhone stays resilient, Services keeps compounding, and Apple Intelligence becomes a new reason to upgrade. In this view, Apple doesn’t need “viral AI,” it needs “embedded AI” that improves daily workflows and locks in the ecosystem even tighter.
The cautious view: the stock already prices in a lot of execution. If iPhone growth normalizes or Services faces margin pressure, Apple can still be a great business—but returns from here may be more muted.
The bear view: regulation forces changes that weaken App Store economics and platform control, while AI feels incremental instead of transformative—so Apple’s growth/margins compress at the same time.
Recent news highlights
April 20, 2026: Apple announced the CEO transition (Cook → Executive Chairman; Ternus → CEO) effective September 1, 2026.
Ongoing: U.S. antitrust scrutiny remains a real overhang; outcomes are likely multi-year and can affect platform rules and Services economics.
Active research attention: As Apple ships more AI features, independent security research is increasingly focused on AI-related attack surfaces (tokens, permissions, prompt/agent behaviors). This is less “headline risk” and more “execution risk”: Apple has to keep AI both useful and safe.
Big risks (the short list)
Regulatory pressure: changes to App Store rules/payments/interoperability could hit Services leverage.
AI quality: if Apple Intelligence doesn’t feel meaningfully better over time, upgrade pull-through may disappoint.
China volatility: demand, competition, and geopolitics can move results.
Margins: product mix + components can swing gross margin even in strong revenue quarters.
Leadership handoff: the transition could be smooth—or it could bring reorgs and strategy shifts that take time to settle.
What I’d watch next
Next earnings: do results track the low-to-mid teens growth outlook and 48%–49% gross margin guide?
WWDC 2026: do we see a real Siri leap (agent behavior, reliability, integrations), or just incremental polish?
Services durability: any evidence of take-rate pressure or policy-driven changes.
Signals from the transition: exec moves, reorganizations, and changes in Apple’s product bet pacing.
This content is for informational purposes only and should not be considered financial advice. Investing involves risk.
Stock Report is a publication of Investing Media Solutions, LLC.
