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BY MICHAEL SALVATORE, EDITOR, TRADESMITH DAILY
In This Digest:
That was the advice from our CEO Keith Kaplan in these pages at the start of the year.
He wasn’t talking about space tourism… or landing men on the Moon.
The space investing theme is about turning space into an extension of Earth’s infrastructure – a place where communication, computing, and monitoring now happen above our heads.
This orbital infrastructure layer is already paying dividends on Earth:
And as we build out this new infrastructure layer, it’s funding a full orbital ecosystem: rockets, satellites, sensors, and the AI that ties them together.
Yesterday, investor interest in the space infrastructure sector reached its boiling point with massive leaps in three stocks in particular:
And small-rocket builder Rocket Lab (RKLB) is up more than 71% since Keith recommended it in these pages in January.
Keith calls Rocket Lab “the FedEx of low-Earth orbit.” It launches small satellites into space for governments and private companies.
Why all the excitement over space stocks right now?
Elon Musk’s SpaceX rocket company – long the most-watched private company in the world – filed last week to go public on the Nasdaq under the ticker SPCX.
And the IPO could come as early as next month at a valuation of nearly $2 trillion – making it the biggest IPO in history.
One of the most hotly debated topics at our recent meeting in Washington, D.C., earlier this month was the SpaceX IPO.
Some of the analysts from our sister companies described it as the biggest ripoff in modern stock market history. Others, like TradeSmith’s Andy and Landon Swan, believe it will kick off a new wave of profits for space infrastructure stocks.
Here at TradeSmith, we don’t have to guess whether that happens or not, or even which space stocks will survive.
We have tools that tell us when to be in and when to get out.
Take, for example, this chart of the Long-Term Health status of the ARK Space & Defense ETF (ARKX). It’s a popular way to own a basket of top space infrastructure stocks.
As you can see, ARKX has been bullish (green) or cautious (yellow) on Long-Term Health since June 2025. But it’s never flipped bearish (red).
That means the ETF has been in a healthy long-term uptrend the whole time – and at worst has pulled back partway toward a sell signal, never far enough to trigger one.
As long as it stays green, ARKX is a buy. And because it serves as a proxy for the space sector, that’s a good piece of evidence that the broader theme is intact.
This ETF carries an annual fee of 0.75%. And it won’t give you the kinds of targeted gains from best-of-the-best space stocks. But it’s a great way to get exposure to the space theme in one holding.
Recommended Link
The SpaceX filing made headlines. But the real opportunity may sit just outside the spotlight.
As regular readers will know, Predictive Alpha uses AI to forecast likely moves in stocks up to 21 trading days out.
And right now, 4 of the top 10 stocks our AI forecaster is most confident in are direct AI-infrastructure plays.
Here’s a quick run-through of those four stocks with their Predictive Alpha forecasts…
Axcelis Technologies (ACLS) –Makes the machines chipmakers use to blast charged atoms into silicon wafers, a critical step in turning a sheet of silicon into a working computer chip. Predictive Alpha sees it hitting roughly $170 by June 24, a 3% jump from Friday’sclose. The model has been right 91% of the time on this stock – the best track record in the top 10.
Applied Optoelectronics (AAOI) –Makes the fiber-optic parts that move data at lightning speed inside the giant warehouses Amazon, Google, and Microsoft use to run their AI. Projected to hit about $194 by June 25, a 9% gain. Right 88% of the time.
Skyworks Solutions (SWKS) –Makes the chips inside your phone and other wireless gadgets that connect them to cell towers and Wi-Fi. Projected to hit about $88 by June 12, a 6% move. Right 87% of the time.
American Superconductor (AMSC) – A solution to the AI boom’s biggest hidden problem: power. Data centers guzzle electricity, but America’s aging grid wasn’t built for this kind of load. AMSC makes special wires and equipment that allow utilities to push more power through the lines we already have. Projected to hit about $60 by June 25, a 13% jump. Right 88% of the time.
I get it if you’re wary to continue chasing semiconductors here. AI stocks have led the market for the past two years. Plenty of analysts will tell you that valuations are stretched, and the trade will inevitably roll over.
They may be right – eventually. But Predictive Alpha is looking strictly at short-term moves. The longest forecast is 21 trading days.
And it doesn’t have an opinion on valuations or sentiment.
It looks at how a stock has actually moved in the past, finds repeating patterns that have preceded the moves in the past, and constantly learns by how accurate its forecasts have been.
On these four tickers, the algorithm is averaging close to 90% historical target accuracy. That’s a confident forecast not to be ignored.
Thirteen biotech and pharma stocks hit fresh one-month highs on Friday’s screen.
That cluster covers everything from the four largest drug companies in the world – Eli Lilly (LLY), Johnson & Johnson (JNJ), Merck (MRK), and Novartis (NVS) – down to small-cap names you’ve probably never heard of. (I definitely haven’t.)
But the one I want to focus on today sits in the middle of the pack, and it’s where AI is most directly changing what’s possible in medicine.
Lantheus Holdings (LNTH) makes radiopharmaceuticals. These are radioactive drugs engineered to bind only to specific disease markers – a cancer cell’s surface protein, for example.
Once they bind, they light up on a scan so doctors can see exactly where the disease is. They can also deliver a targeted dose of radiation that destroys the diseased cells while leaving healthy tissue alone.
Lantheus’s lead product, PYLARIFY, identifies prostate cancer lesions with PET imaging. It’s the type of imaging doctors use to spot tumors, see if they’ve spread, and check whether treatment is working. And it’s increasingly using AI to make it more accurate.
AI-assisted analysis pulls signals out of those scans that the human eye can miss – smaller tumors, earlier-stage disease, more accurate staging.
That’s a real example of how biotech companies are using AI to make more effective medicine. It’s only the beginning… and the market is just starting to wake up to it.
Check out this chart of Lantheus with its Short-Term Health indicator along the bottom – our most sensitive trend tool:
Lantheus spent most of 2025 in a bearish Red Zone. The stock cratered from above $100 in May 2025 down to the low $50s by October.
Then on Dec. 19, 2025, Short-Term Health flipped Green at $64.86. As of Friday’s close, LNTH is back above $100 – a 54.2% gain since the signal fired, in just over five months.
And LNTH remains an active buy as long as Short-Term Health stays Green. That’s the trade discipline – ride it until the signal changes, then act on the change.
If you’re a paid-up subscriber, add LNTH to your watchlist in TradeSmith Finance and set Short-Term Health as the trail. The moment it flips Yellow or Red, the trend is breaking down, and the position should be reviewed.
Lantheus is one face of the AI biotech leap. Gene editing is another – and Keith has been writing about it on X.
In a recent post, he laid out the case for why gene editing is closing in on what he calls a “once-in-a-generation breakthrough.”
In late 2023, the FDA approved Casgevy – the first gene-editing therapy for sickle cell disease, built by extracting a patient’s own cells, editing the DNA, and reinserting them.
The results in the New England Journal of Medicine showed nearly all patients achieved a functional cure.
Keith says this theme is mostly flying under the radar right now, which is exactly the entry point worth watching.
For more from Keith on this and other themes he’s tracking – including stocks and tickers our system is flagging as bullish setups within these themes – follow him on X at @KeithTradeSmith.
To building wealth beyond measure,
Michael Salvatore
Editor, TradeSmith Daily
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Elon Confirms SpaceX IPO For 6/12 [Act Now!] (From Paradigm Press)
Written by Leo Miller
While many investors have focused heavily on the artificial intelligence trade lately, the banking industry has quietly performed well too. One commonly used proxy of the industry’s performance is the Invesco KBW Bank ETF (NASDAQ: KBWB). Over the last 12 months, the fund has delivered a total return of around 35%, exceeding the S&P 500’s approximately 27% return over that period.
Notably, large-scale share buybacks have been a common theme among many bank stocks. After engaging in big-time buyback spending over the past several quarters, these three names are loading up again. All have huge buyback capacity equal to more than 10% of their market capitalizations. This allows these firms to continue lowering their outstanding share counts, adding a tailwind to per-share metrics.
First up is one of the most well-known banking institutions in the world, Citigroup (NYSE: C). The stock has gone on an extremely strong run, delivering a total return above 70% over the last 12 months. This comes as Citi’s turnaround plan has been progressing well. In 2025, Citi saw record revenues across all of its five main business lines, and four out of five posted double-digit growth in Q1 2026. Overall, 2025 revenue hit a record $86.4 billion.
Citi has also made judicious use of buybacks recently, spending $13 billion on repurchases in 2025—around four times what it spent in 2024. The company’s buyback pace continues to accelerate, with $6.3 billion of repurchases in Q1 2026, or nearly half of its 2025 spending in just one quarter.
Now, the company has filled its buyback chest to the brim, authorizing a new $30 billion repurchase program. The firm noted, “This reflects both our earnings power and our confidence in the trajectory of our business.” The size of this program is very significant, equal to 14% of Citi’s market capitalization near $210 billion.
This gives the firm a significant ability to continue lowering its share count, which it has reduced by more than 15% over the past five years.
KeyCorp (NYSE: KEY) shares have also performed well, but to a much lesser extent than Citi. Shares have delivered a total return of about 40% in the last year. Notably, KeyCorp’s investment banking business had its second-best year ever in 2025, and ended the year saying that its pipelines are at historically elevated levels. In Q1 2026, the company reiterated this, saying that pipelines were up 5% from year-endand that merger-and-acquisition pipelines were at record levels.
The company’s buyback spending has also been higher than expected. KeyCorp spent $200 million on repurchases in Q4 2025, double what it anticipated.
In Q1 2026, KeyCorp spent nearly $400 million, well more than the $300 million it set out for. The company currently says that it expects to spend $1.3 billion on buybacks in 2026—but specifically notes that this is a floor estimate.
Pursuant to this, the company just added $3 billion in buyback capacity. This buyback program is also very large, equal to just under 13% of KeyCorp’s market capitalization near $23.5 billion.
Notably, KeyCorp also returns a significant amount of capital through its dividend program. Overall, the company’s indicated dividend yield sits near 3.8%.
Last up is M&T Bank (NYSE: MTB), which has delivered decent but not impressive performance over the last 12 months, up about 20%. Sizeable gains have been made over the past six months, as M&T has made strong progress in reducing its criticized loan balance. These are loans where the risk has increased relative to original expectations, putting the lender in an unfavorable position.
Notably, M&T reduced its criticized commercial loans by 27% in 2025. Progress continued in Q1 2026, with its criticized loan balance falling by $700 million to $6.6 billion.
Buybacks have also been a key part of M&T’s strategy, with the firm noting that it repurchased 9% of its outstanding shares in 2025. As part of its $5 billion buyback authorization, the company recorded $1.25 billion in repurchases during Q1 2026. This was equal to 3.5% of its outstanding shares versus the end of 2025. With this, the company now has around $3.75 billion in buyback capacity remaining.
Despite already undertaking big-time repurchases, its buyback firepower remains large. Overall, M&T’s capacity is equal to around 12% of its approximately $31 billion market capitalization.
Notably, elevated buyback activity isn’t confined to these three names; it is characterizing much of the banking industry. In Q1, the largest U.S. banks hit a quarterly record for buyback spending at $33 billion. Analysts note that the Trump administration’s deregulatory stance has been a boon for buybacks as companies have to lock up less of their capital. READ THIS STORY ONLINE
Elon Musk has confirmed the SpaceX IPO for June 12, 2026, at a valuation of up to $2 trillion – potentially 4,566 times larger than Amazon’s IPO.
America’s top venture capitalist has identified a strategy that lets any investor take a pre-IPO stake in SpaceX using a regular brokerage account and as little as $100. Once the IPO happens, this opportunity closes permanently.GET THE FULL DETAILS BEFORE THE JUNE 12 WINDOW CLOSES
Written by Nathan Reiff
The price of aluminum has surged by almost 50% in the last year, reaching multi-year highs amid pressure due to the Iran war, domestic tariffs, and more. The shutdown of the Strait of Hormuz has had a particularly strong impact, given its critical role in the transmission of aluminum through the Middle East to other parts of the world.
Higher aluminum costs have weighed on companies relying on the metal across a variety of industries, including automotive firms like Ford Motor Co. (NYSE: F) and beverage firms like Keurig Dr Pepper (NASDAQ: KDP). All of these businesses must prepare mitigation strategies if material costs remain elevated to protect their margins.
On the other hand, domestic aluminum firms like Kaiser Aluminum Corp. (NASDAQ: KALU) and Century Aluminum Co. (NASDAQ: CENX) may be better positioned, particularly thanks to Section 232 tariffs.
Kaiser Aluminum is a producer of semi-fabricated aluminum products for a variety of different markets, including aerospace, automotive, electronics, and more. The company’s earnings for Q1 2026 were very strong: more than 42% year-over-year (YOY) growth in revenue and an earnings per share (EPS) beat of $1.78, plus record EBITDA and solid guidance for the full year.
The company is seeing demand strengthen while simultaneously boosting operational execution through improved facility performance. This has allowed the firm to boost margins by about 850 basis points YOY. Additionally, free cash flow for the first quarter reached $69 million, and the firm ended the quarter with liquidity of roughly $596 million, giving it plenty of flexibility going forward.
With Section 232 tariffs including a 50% tariff on many aluminum imports and aluminum-based products, domestic firms like Kaiser could benefit. Still, as a specialized aluminum products firm, Kaiser may not be particularly dependent upon raw aluminum prices. Where Kaiser does stand out, however, is in its significant aerospace and defense business. Demand here is likely to remain strong, and multi-year contracts should provide a meaningful stability buffer—even as the auto segment faces potential headwinds from lagging demand and ongoing tariff volatility.
For investors, Kaiser could be a strong industrial materials firm with some potential tariff-related upside and lower risk than a pure commodity producer. Analysts are fairly optimistic, with half calling KALU shares a Buy. However, given that KALU shares are up more than 50% year-to-date (YTD), valuation may be a concern. Indeed, Wall Street expects more than 10% in downside potential.
While Kaiser is focused on aluminum products, Century is primarily an aluminum producer operating smelters across the United States and Europe. This means the firm is heavily exposed to aluminum pricing, and tariffs may give CENX shares a big boost as a result.
Century is advantageously positioned because it not only benefits from aluminum prices that are higher overall due to tariffs, but also from the fact that it does not need to pay tariffs on most of its production, thanks to its domestic focus.
The company is planning a new smelter in Oklahoma that could help to significantly boost its domestic production capacity. Enthusiasm surrounding Century’s prospects in the current tariff climate has led to a unanimous Buy rating from all five analysts rating CENX shares, as well as a consensus price target of $80. This price represents not only a 20% premium over recent levels but also essentially double the level at which CENX stock traded at the start of 2026.
Still, investors should keep in mind that Century’s dependence on tariff-related prices is significant. If tariffs shift and premiums collapse, the company could see a major hit to its earnings and valuation multiples. Further, building a new smelter will cost billions of dollars, and the cash-intensive nature of the project means Century is exposing itself to financing, execution, and construction risks.
For investors keen to capitalize on the tariff-related impact on aluminum prices, there also exists the possibility of gaining exposure to the commodity itself. An exchange-traded fund like the Invesco DB Base Metals Fund (NYSEARCA: DBB) holds a portfolio of aluminum futures to track commodity prices directly. This approach takes the other company-specific variables out of the equation, allowing for a more direct way of gaining exposure the price of aluminum. However, DBB is exposed to a variety of metals, so it is not aluminum-specific. READ THIS STORY ONLINE
![Elon Confirms SpaceX IPO For 6/12 [Act Now!]](https://www.marketbeat.com/images/webpush/files/thumb_20251107163807_pushbusiness-1730089640.jpg)
Elon Musk has confirmed SpaceX will IPO on Friday, June 12, 2026, at a valuation of up to $2 trillion – potentially the largest IPO in history.
Publisher Matt Insley of Paradigm Press says there is still a window to act on a little-known strategy before the listing opens to the public.SEE THE FULL DETAILS ON POSITIONING AHEAD OF THE SPACEX IPO
Written by Thomas Hughes
AutoZone (NYSE: AZO) is a buy-and-hold quality stock nearly beyond compare. The company’s management, strategy, market position, market trends, operational quality, cash flow, and capital returns are a recipe for ever-growing value, as reflected in the long-term price action. AZO’s stock price advanced approximately 500% from the pandemic low to the 2025 peak, and additional highs are still likely in 2026.
The takeaway in 2026 is that the AZO market is experiencing a much-needed price correction and setting up a buying opportunity of generational proportions. It may take some time for AZO’s market to regain traction and resume its uptrend, but it will, and when it does, the gains could be explosive. Catalysts include international expansion, market share gains, business optimization, and aggressive share buybacks.
The company is expanding aggressively in Latin America, specifically in Mexico and Brazil, where middle-class expansion is fastest. Meanwhile, the company also focuses on capturing the fragmented commercial auto parts markets and driving supply chain efficiency through digitization. The critical factors are earnings growth, cash flow, and aggressive share buybacks. The company is well regarded as an efficient steward of capital, reducing its share count significantly on both a quarterly and an annual basis. Q1 activity amounted to $586 million, about 92% of operating profits, reducing the count by an average of 2% on a trailing 12-month (TTM) basis.
AutoZone reported a mixed quarter with revenue for its fiscal Q3 2026 falling short of the consensus estimate. However, the $20 million miss was slim and easily overlooked in light of the 8.5% growth and margin strength. Revenue growth was underpinned by increases in store count in the U.S., Mexico, and Brazil, compounded by a 3.9% systemwide comp. Comps rose by 4.1% domestically and 1.6% internationally, below expectations but still a healthy gain.
Margin news was also mixed, which was central to the stock price decline. However, the gross margin reduction and overall impact are less than feared, leaving operating profit up approximately 6.5% year over year and GAAP earnings per share well ahead of the consensus forecast. At $38.07, GAAP earnings were nearly $2 above expectations and 5.5% better than expectations, sufficient to sustain operations and capital returns while enabling strategy execution.
AutoZone’s balance sheet provides no red flags. The company’s cash balance held relatively steady despite the increased investment and robust capital return. Other highlights include increased inventory and total assets, and a reduction in deficit. Normally a problem, the shareholder deficit results from share buybacks and is likely to persist over time. AutoZone has returned more than $12.5 billion to investors over the past decade, approximately 25% of its late-May market cap.
Analyst trends have contributed to AutoZone’s 2026 stock price weakness, as some price targets were reduced early in the year. The caveat is that this market overreacted to the adjustment, compounding the move in late May after the fiscal Q3 release.
Trading near $3,000, AZO stock is 20% below the lowest price target tracked, while analyst consensus forecasts more than 40% upside. The likely result is that AZO reaches bottom sometime in late Q2 or early Q3, and begins to regain traction later in the year.
Institutional trends are among the reasons why the AZO stock price is nearing its bottom. The institutional group owns approximately 93% of the shares and has accumulated on a TTM basis.
Price action in late May has entered the range where institutional buying was strongest, suggesting a robust response from this group is forthcoming. If not, AZO’s stock price could enter a sustained downtrend, but that is not indicated by the results, analysts’ trends, or chart price action.
The chart price action reveals a mid-term downtrend, with an increasingly strong chance of a rebound. While price action moves lower, the MACD is diverging, and the stochastic is deeply oversold, suggesting bears have lost control and all the bulls need is a trigger to start buying. That could be as simple as the valuation, which suggests a 50% discount to the five-year outlook, but may require more tangible news, which may not be revealed until the company’s fiscal Q4 earnings results are released.
The biggest risk for AutoZone this year is margin compression. While the impacts of aggressive expansion are manageable, produce results, and will slow over time, rising costs are more of a concern and may continue eroding results. The question is whether efficiencies gained from the “Mega Hub” strategy will be enough to support margin recovery over time. READ THIS STORY ONLINE
![Pre-IPO Warning: SPCX [Watch Now!]](https://www.marketbeat.com/images/webpush/files/thumb_20251107164257_pushbanking-5.jpg)
Tech investor James Altucher – who called Netflix, Facebook, and Bitcoin early – says the SpaceX IPO (Ticker: SPCX) is the single biggest opportunity of his career. SpaceX is confirmed to go public on Friday, June 12, in an IPO valued at up to $2 trillion.
But Altucher warns against buying shares on IPO day. He has identified a strategy that lets investors claim a pre-IPO position in SpaceX before it goes public – with what he believes is far greater profit potential.CLICK HERE TO SEE JAMES ALTUCHER’S FULL SPACEX PRE-IPO STRATEGY
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Read More: The “secret weapon” behind Microsoft, Meta, Amazon, and Google(From InvestorPlace)
The harder choice is our only hope
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It’s easy to stop listening to people when we disagree with them. It’s easy to let frustration take over and dismiss another person when their values conflict with ours. Contempt is easy.
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While Wall Street loves bold forecasts, Jonathan Rose prefers following the footprints.
In today’s guest essay, the veteran trader explains why he focuses less on predicting the future and more on tracking where institutional money and volatility are quietly converging in real time.
That approach helped Jonathan and his members uncover some enormous winners over the past year, including triple-digit gains in energy, lithium, rare earths, and pharma stocks before the broader market fully caught on.
Below, he explains the philosophy behind those trades… why one under-the-radar energy infrastructure company now fits the same setup… and how he’s teaming up with Wall Street veteran Marc Chaikin to unveil what they call the “Convergence Trigger.”
They’ll break it all down during a free event on May 28 at 8 p.m. Eastern, including five stocks currently flashing the signal. You can reserve your spot right here.
If you’ve been looking for a more tactical way to navigate today’s volatile market, Jonathan’s approach needs to be on your radar.
I’ll let him take it from here.
Have a good evening,
Jeff Remsburg
A few weeks ago, I was at a conference in Washington, D.C.
Some of the best market analysts in this business were in attendance — people I deeply respect, including a few names you’d recognize from InvestorPlace and Chaikin Analytics. Really, really smart people.
And I sat there listening to the presentations, noticing the same thing over and over.
Everyone was talking about the future.
Where is lithium going in five years? Are we in an AI bubble? What happens to oil if the Iran situation gets worse? Where does the Fed go in 2027?
Brilliant takes. Genuinely useful frameworks. I learned things.
But I kept thinking: This just isn’t how I trade.
The analysts in that room have built incredible track records doing things their way. I’m not saying they’re wrong.
Louis Navellier’s Stock Grader quant system has been beating the market for nearly 50 years. Eric Fry was shorting dot-com stocks while Wall Street was still buying — and made his subscribers a fortune when the Nasdaq fell 80%. And Marc Chaikin has spent 60 years building tools that institutional investors pay a fortune for.
These people are serious… and successful.
But I realized that I come from a completely different tradition — and it produces a completely different kind of edge.
I spent 20 years in rooms where nobody cared about five years from now. The CME floor. Bond futures desks. The CBOE. You cared about right now. What’s moving? Where’s the volatility? What’s the cheapest way to ride what’s already happening – right now?
I still think that way. Sitting in that conference room, I realized the gap between those two approaches is actually where my edge lives.
Here’s what I’m going to walk you through today.
First, the core principle I trade by — one sentence that sounds simple but took me 20 years on the floor to fully understand.
Second, what that principle looks like when it’s working — with some real numbers from the past year to back it up.
And third, a free stock pick that’s a direct expression of this exact approach right now.
It fits the current market setup better than almost anything else I’m watching.
Let’s go.
Recommended Link
This company is the lifeblood of AI data centers, yet almost no one has caught up with the story. Their hardware is so essential that the data center industry uses enough of it to stretch around the world 8 times – in a single building! If you missed the boat on Nvidia, check out this under-the-radar play to target tremendous profit potential as AI data centers spring up in every corner of the world. Get my full take on this exciting play right here…
Here’s my whole trading philosophy in one sentence:
Nothing is ever cheap. Nothing is ever expensive. Everything is relative.
When people ask me about it, I use the example of buying a house. When you’re shopping for a home, you don’t walk in off the street and just decide what it’s worth. You look at what everything else in the neighborhood sold for. You find the one whose asking price hasn’t moved with the group. You buy that one.
Trading is identical.
I don’t say “lithium is going to be higher in five years because EV demand is structural.” I wait for the price of lithium to actually strengthen. When it does, I look at the lithium stocks and find the one that hasn’t moved with the rest yet. I buy that one.
I don’t predict. I react. And then I find the most efficient way to express that opinion.
This keeps me out of the trust-me trades. The “this has to work eventually” trades. The trades where you’re crossing your fingers instead of following evidence.
Here’s what it looks like when it’s working.
Earlier this year, the Iran-U.S. conflict escalated, and crude oil volatility spiked. Many investors were glued to the news, trying to figure out what would happen next.
My members and I weren’t asking that question. We were asking where the smart money was already moving.
The answer showed up clearly. Institutional positioning was concentrating in energy names before the broader market caught on.
We entered a bullish trade on Occidental Petroleum Corp. (OXY) on February 19and exited about 42 days later with a 780% gain.
Shortly after, the same approach pointed us to another energy name — IREN Ltd. (IREN) — where we locked in a 485% gain in about two months.
We didn’t predict the war or what it would do to energy prices. We followed the footprints.
That’s rinse and repeat for us. Quarter after quarter, same process, different names.
Over the past year:
I’m not sharing those to brag. Those numbers come directly from the process. And the process works precisely because it’s not built on prediction — it’s built on waiting for the evidence to show up, then moving.
One name I want you to look at right now is Ameresco Inc. (AMRC).
This isn’t a glamorous name. It won’t get your pulse racing the way AI plays do. But that’s often exactly where the best setups hide — the unglamorous names where the fundamentals are quietly improving and the smart money is moving in before the narrative catches up.
Ameresco does energy efficiency projects, renewable infrastructure, microgrids, and grid modernization. Its customers are governments, utilities, hospitals, and schools — the kind of clients who sign long-term contracts and don’t disappear when the market gets choppy.
Here’s why it fits my framework right now.
The AI boom, electrification, and aging infrastructure are creating enormous pressure on existing power systems. That pressure has to go somewhere. And it’s increasingly going to companies positioned to modernize and reinforce the grid — quietly, before the headline story fully takes hold.
Ameresco recently reported strong backlog growth tied to renewable infrastructure and distributed power systems. At the same time, institutional positioning around energy modernization names has been building — the same kind of footprint we track before a move develops.
This is not a “five years from now” thesis.
This is a right-now setup. The money is already moving. I’m just pointing to the trail.
Which brings me to May 28.
Earlier, I mentioned Marc Chaikin. Marc has spent sixty years in markets. He is the creator of the Money Flow indicator that’s now built into every Bloomberg terminal on the planet, and a former research provider to Paul Tudor Jones, George Soros, and Steve Cohen.
I’ve spent the last several months working with Marc, and we discovered something when we started comparing notes: We’ve both spent our entire careers tracking the same thing — the smart money — just from different angles.
My work identifies where big, high-conviction positioning is showing up. Marc’s Money Flow confirms where institutional capital is actually flowing in the underlying stocks. One signal measures conviction. The other confirms the direction. Together, they form something neither of us had alone.
We combined them and backtested the result against nearly 200 of my real trade recommendations. Confirmed setups produced 45% higher average gains. Win rate jumped 17 percentage points. And the filter would have kept us out of two-thirds of losing trades.
We’re calling it the Convergence Trigger. We’re going public with it for the first time on May 28 at 8 p.m. Eastern.
AMRC is one of five stocks where that trigger is active right now. The other four are in the report you’ll get when you sign up for our free event’s VIP list.
Click here to reserve your spot. And again, get all five stocks before the event if you sign up for the VIP list.
The smart money is already moving. The question is whether you’re in front of it.
The creative trader always wins,
Jonathan Rose
Founder, Masters in Trading
P.S. Jonathan makes a point in today’s piece that’s worth thinking about: By the time most investors feel comfortable about a trade, a lot of the biggest upside may already be gone. That’s why he focuses on following institutional money flows and volatility setups instead of trying to predict headlines months in advance. He and Wall Street veteran Marc Chaikin are discussing that approach in much greater detail during their free Convergence Summit event on May 28 at 8 p.m. Eastern. You can reserve your seat right here.
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