Tuesday gave the day off to recent high flyers, an excuse to give back gains of the most recent run-up on the heels of AI and all repercussions thereof. Could that be all she wrote? The day started out hard down, but finished, "mixed," with the Nasdaq modestly lower, but the DJIA higher for the day. Today, the Dow is lower by a couple hundred points mid-session, but the Nasdaq and S&P are modestly higher on the day. Meanwhile, nobody likes the valuations, especially in AI and related technology names. The saying is that the market can remain irrational longer than most traders can remain solvent, or something thereabouts. Meanwhile, the top financial gurus of western finance have all come together, half way around the world, in a high profile Presidential trip to China. What could go wrong? Below are a list of my top five names that are working and have the best prospects in a summer-to-fall rally. If rampant bullishness diminishes, we will have to trim longs and put on some new short positions, but instead of anticipating what may be weeks-to-months away, let's resolve to be a day late to Armageddon, rather than fear it on every "dip." When the market turns from Bull to Bear, we will know it...sooner or later, but we WILL know it. These are my top five intermediate term, i.e., 2-3 months, winners based mostly on the structure highlighted in the individual charts, with links to recent write-ups. In order of my preference as of noon, Wednesday, May 13, 2026. TSLA ("For Bulls Only"- April 8th) RKLB 2D (Into The Close - May 8th) NOK 180 Min (Sleeping Giant - May 2nd) UNH (See Sunday's AllAllan write-up) GOOGL (Into The Close: Apr 30) Common characteristic: All are progressing in a third wave of some degree, meaning they are exhibiting stellar relative performance. Premium Open Positions: Mid-Day Wednesday Excludes any option violative of -50% stop-loss.
