Last week there were a lot of our Core ideas and active-trades from the PDF report that either hit targets or triggered new long catalysts. The $SPY ( ▲ 0.5% ) hit new highs and one name, the Russell 2000 ETF $IWM ( ▼ 0.76% ) hit an all time high as well which is expected given the cycle and I’ll be talking about this more in this weeks PDF report.

The two ideas last week that we’re closed for big gains for me were $OKLO ( ▲ 28.83% ) and $INTC ( ▼ 3.24% ).

$INTC ( ▼ 3.24% ) was a position I traded into and out of in Q424 and Q125 - not overly large because my views are that it has a long road to sustain it’s turn-around, even despite with Lip Bu Tan coming in and doing some logical things. Even with this $5B investment from Nvidia I still think it is going to be a very, very long-term play and there are so many higher and better uses of capital right now.

When I took the position my fair value targets were mid $30s - I think that’s reasonable if you look at other valuations on the name and I have been trading in and out of this since Q425, Q125 then again with this new position I took in my PA and in the fund back in April so a $20K win is better than a stick in the eye.

This probably trades lower again into the gap and while normies chase this the dealers will benefit selling them the call premium - again, my views is you want to own things when nobody wants them then when they all start lining up for it begin selling it to them which is what we saw in $INTC ( ▼ 3.24% ) this week.

We also saw this in $OKLO ( ▲ 28.83% ) this week. This was one of my “Best Ideas” from last weeks PDF report and it sure did not disappoint! And of course the rest of the market hops on the name on Friday pushing it up +29% even with the calls at over +120% IV and once again making the dealers rich in the process.

But, that’s the era we’re in. Pre-revenue names like this are trading better than some of the value and turn around positions I own in the hedge fund and I told my partners this week that we’re going t be trading more of these shitcos this quarter and we have.

And to be clear - I am one of the biggest investors in my LP just as I am also someone who eats their own cooking with the research we publish here each Sunday. I know that can’t be said for most financial advisors who love to give advice and have no personal skin in the game just as much as it goes for those who write research and also have no skin in the game.

Not here, we like winning so we put our money where our mouth is!

Reader $100K Threshold

There was a reader of The Report that put up over a +100% return in their portfolio in just the last 4 months #Winning. This is pretty incredible to witness and some of you are going to try to discount it by saying “it’s just because of the bull market”.

It’s not that. It’s because he follows a very simple set of principles and ideas from the report that he repeats over and over.

Those principles and process he is deploying was something I created the SAT Principles are a framework that I came up with back in 2013 and made into a lecture series in 2015, revised it in 2022 and now in 2025 have been upgraded to the ATP Lectures (Active Trader Program).

He’s not searching for the next value play, wasting hours investigating a stock that might be fraudulent he’s doing what most should be doing here: generating ideas then monetizing those ideas.

Don’t forget that.

Best Ideas This Week

The ‘Best Ideas’ section is moving to this weekly post and out of the PDF report each week because I can write more and share charts - doing that in the report takes up a lot of space plus we can highlight the week each week