Midweek Recap - 01.28.2026

A LMND, RDW, and still a SVM story.

The SPY hit new all-time highs again today after looking pretty weak earlier in the week. Gold and silver continue to all-time highs as do many other commodities. It’s a weird market we’re in but this is the beauty of it. As long as the SPY remains above the key moving averages, I think we continue to see a market full of opportunities to make huge wealth.

As I’m writing this, META and MSFT just reported with META up 3.4% and MSFT down 4.2% after hours. On first glance, both reports seem good with solid beats. MSFT is down on higher CapEx.

I mentioned last week that I don’t see these megacaps missing expectations. It’s just going to be interesting to see how the market reacts now. So far…so good…ish.

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Here’s the contents for this 3-4 minute read:

• Recap of “Ideas for the Upcoming Week” released on Monday.

• Ideas for the Rest of the Week

• Big themes to watch this week

• My portfolio so Far this week

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Recap of “Ideas for the Upcoming Week”

At the start of every week, I release my free article on Ideas for the Upcoming Week. In this release, I touched on COPX, HROW, and ABAT.

01/26/2026: Ideas For The Upcoming Week

Here’s where we are with all three so far in the week: