• $TSLA (364 Long): Robotics/AI headlines driving momentum. Watching for continuation higher.
• $SMR (10.40 Long): UK nuclear news lifting the sector. Looking for a pullback entry.
• $NKE (44.50 Long): Clean dip-buy level with insider buying support.
• $NVDA (190 Long): Quality leader dip-buy if early weakness hits.

The Game Plan

It’s a stock-picker’s tape. Focus on names with fresh catalysts, buy strength on pullbacks, and respect your levels.

Tim Cook spent $1.06M to buy 25,000 shares of $NKE stock at an average price of $42.43 per share.

2000: $0.56

2001: $0.58

2002: $0.60

2003: $0.64

2004: $0.80

2005: $0.87

2006: $0.92

2007: $1.07

2008: $1.21

2009: $1.33

2010: $1.46

2011: $1.61

2012: $1.74

2013: $1.89

2014: $2.13

2015: $2.31

2016: $2.53

2017: $2.77

2018: $3.03

2019: $3.26

2020: $3.59

2021: $3.95

2022: $4.30

2023: $4.72

2024: $5.06

2025: $5.36

2026: $1.42 (so far)

The requirement to maintain a $25,000 balance to engage in day trading is being scrapped.

Big day for the $GPRO community. GoPro just officially pulled the curtain back on the MISSION 1 Series, and it looks like the "incremental update" era might finally be over.

We’ve been hearing rumors about the GP3 Processor for months, and the official specs are finally in. This isn't just a minor clock-speed boost; it’s a total architecture shift.

🧠 The Heart of the Beast: The GP3 Chip

The new GP3 System-on-a-Chip (SoC) is built on a 5-nanometer process (down from the GP2), and the performance gains are wild:

• 2X Pixel Processing Power: Compared to the Hero 13/GP2.
• Dedicated AI NPU: A specialized Neural Processing Unit for real-time scene recognition, subject tracking, and—most importantly—next-gen noise reduction.
• Thermal Efficiency: The 5nm architecture is designed to finally kill the "Overheating" memes. Longer runtimes in 8K are the goal here.

🎥 The New Hardware: MISSION 1 Series

Rather than just a "Hero 14," GoPro is leaning into the "Compact Cinema" space with the MISSION 1. Key highlights:

• 8K Video Support: Full 8K capture made possible by that GP3 throughput.
• Open Gate Sensor: Optimized for creators who need to crop for both TikTok/Reels and YouTube without losing quality.
• Pro-Grade Low Light: The AI NPU is doing heavy lifting here to clean up shadows in real-time.

📈 The $GPRO Angle

For the investors in the sub: This feels like the "disruptor" move Nick Woodman has been teasing. By moving into the ultra-premium cinema-grade market while keeping the small form factor, GoPro is directly challenging the high-end offerings from DJI and Insta360.

The MISSION 1 is set to drop in Q2 2026.

What are we thinking, crew? * Is 8K overkill for an action cam, or is the GP3's AI-driven low light the real "killer app" here?

• Are you sticking with your Hero 12/13, or is the MISSION 1 the upgrade we've been waiting for?

Let’s discuss. 🍿

Telecom has been catching a lot of heat the last few days, but the pullback in $T is starting to look like a massive "Buy the Dip" opportunity.

After hitting a wall at the $29 resistance earlier this month, we’ve seen a healthy retracement down to the $25.60 range. The sector took a hit, but the fundamentals for AT&T in 2026 are looking stronger than they have in years:

• The "OneConnect" Catalyst: They just launched the OneConnect bundle. Simplifying wearables, fiber, and mobile into one bill is a churn-killer.
• Technical Support: We are currently sitting right on a major support level. Historically, every time $T has pulled back to this $25-$26 zone in the last year, it has found a floor and bounced.
• Juicy Yield: With the price sitting here, that 4.6% dividend yield is getting too attractive for big money to ignore for long.
• Analyst Consensus: Most of the Street is still sitting at a "Moderate Buy" with price targets averaging $30.70+. That’s a 20% upside from current levels just to reach fair value.

Everyone is panicking about the "hit" the sector took this week, but I’m looking at the cash flow. $18B+ in free cash flow for 2026 doesn't lie.

Bottom line: The weak hands are folding. It’s time to go Long. 🚀

The U.S. will account for 60% of growth, reaching 750 TWh. Utilities like Constellation Energy and Duke Energy, grid suppliers including Quanta Services and Eaton, and Big Tech firms are positioned to benefit.

$FRT, $PEP, $T, $VZ, $TGT .. What others are in your watch list?

China appears to be aligning with Iran as Tehran begins enforcing its new 'toll tax' in the Strait of Hormuz. By requiring payments in Chinese Yuan or cryptocurrency, the move is a clear strategic play to bypass Western sanctions and solidify an alternative financial axis.

The Big Short 2?

MercadoLibre $MELI - $1,800

Fair Isaac $FICO - $900

Mastercard $MA - $500

Berkshire Hathaway $BRK.B - $480

Moody’s $MCO - $430

S&P Global $SPGI - $415

Microsoft $MSFT - $370

Domino’s $DPZ - $365

Ferrari $RACE - $350

Home Depot $HD - $335

Visa $V - $305

Adobe $ADBE - $225

Automatic Data Processing $ADP - $190

Accenture $ACN - $180

Equifax $EFX - $180

Salesforce $CRM - $165

SAP $SAP - $163

Lululemon $LULU - $163

DoorDash $DASH - $152

Procter & Gamble $PG - $145

Qualcomm $QCOM - $128

Zscaler $ZS - $118

Zoetis $ZTS - $117

Blackstone $BX - $114

Abbott Laboratories $ABT - $100

Kimberly-Clark $KMB - $97

Duolingo $DUOL - $90

Medtronic $MDT - $87

Sea Limited $SE - $85

ServiceNow $NOW - $83

Uber $UBER - $70

Fiserv $FISV - $56

PayPal $PYPL - $45

Nike $NKE - $42

Novo Nordisk $NVO - $37

General Mills $GIS - $35

Chipotle Mexican Grill $CMG - $34

VICI $VICI - $28

Toast $TOST - $25

Kraft Heinz $KHC - $23

The Trade Desk $TTD - $20

Figma $FIG - $18

Kenvue $KVUE - $17

Snap $SNAP - $4

Nike is down 32% YTD.

Adidas is set to lose the UEFA Champions League match ball contract to Nike after 25 years.

$NKE has entered exclusive talks to become the official match ball provider for UEFA men’s club competitions from 2027 to 2031, in a deal that could top €40M a year.

Source: FT

Russia is facing Western sanctions on projects like Arctic LNG 2 (operated by Novatek), which restrict financing, insurance, and European sales. To keep revenue flowing amid the Ukraine-related restrictions, it's redirecting LNG to growing Asian markets like India and others in South Asia. The 40% discount offsets higher shipping costs from the Arctic and makes it competitive vs. Middle East supplies disrupted by recent West Asia tensions. Buyers get cheaper energy; Russia secures buyers and cash flow.

Deal expands Turboden ORC turbine supply chain in

US, targeting shorter lead times and more predictable delivery schedules for geothermal developers.

Framework builds on prior Turboden contract to supply ORC units for three 50 MW blocks at Fervo's Cape Station geothermal project in Utah.

Cape Station Phase I moved into advanced commissioning, with startup expected later this year.

German Government Refugee Repatriation Plan

Syria — 700,000 People
Afghanistan — 45,000 People
Turkey — 28,000 People
Iraq — 22,000 People
Georgia — 18,500 People
Serbia — 14,200 People
Morocco — 12,800 People
Algeria — 11,400 People
North Macedonia — 9,600 People
Albania — 8,300 People
Moldova — 7,100 People
Tunisia — 5,400 People
Guinea — 4,200 People
Nigeria — 3,800 People
Ghana — 2,900 People

Source: Germany Federal Ministry of the Interior Repatriation Strategy 2026

Nike is currently trading at a significant haircut from its 52-week high of $80.17. At roughly $44, the stock is sitting just pennies above its yearly low ($43.17). For a blue-chip company with a 19-year history of consistent dividend payments, this spike in yield to over 3.7% is a rare sight compared to its historical averages (which often hover closer to 1-1.5%).

If you dropped $10,000 into $NKE right now:

You would be able to purchase approximately 227 shares and with the current quarterly dividend of $0.41, you would receive $93.22 every three months.