4/19/26 Best Idea For The Week Ahead

The SPY just broke the 50 week and hit new all time highs 3 weeks later. For some context, it took 27 weeks to do that during the covid crash and even on a smaller event like last years tariff crisis it took 16 weeks, so are in the midst of a legendary comeback for markets. It just shows the appetite from investors to be long into this AI boom when the markets somewhat normalize with war fears subsiding. There is nothing bearish about new all time highs and now you have levels below to play off of should we see some sort of escalation in the war again. Now its time to see if earnings and the big meeting Trump has coming up with Xi can deliver.

This week’s best idea is a SECTOR that could run very hard as it still sits nearly 40% below all time highs which in this market is very rare. This has a big catalyst coming up that could really kickstart a run over the coming weeks. We’re gonna look at the recent option flow and some various trade ideas including a ratio that can pay out enormously should this really move