Source Post

The Stock Market Is Starting To Drop

StockedUpMay 4, 2026

Rising oil prices and bond yields, driven by geopolitical tensions in the Strait of Hormuz, are creating headwinds for the stock market, particularly for long-duration growth and tech stocks. Smart money is reportedly selling tech aggressively, contrasting with retail fund flows into QQQ. SPY is facing resistance near all-time highs and a short-term downtrend is in play.

Linked Mentions

Tickers discussed in this post

PTCTNeutralMedium ConvictionSignal-backedPrimary

Hold PTCT as long as the $61.50 support zone holds, despite upcoming earnings.

ARMBearishMedium ConvictionSignal-backedSecondary

Watch ARM to the downside if it breaks under $198 after a rough tumble today.

COINBullishMedium ConvictionSignal-backedSecondary

Watch COIN to the upside if it breaks out above $206.75.

APLDBullishMedium ConvictionSignal-backedSecondary

Watch APLD to the upside if it breaks out past $36.25.

MUBullishHigh ConvictionSignal-backedPrimary

MU is a strong buy if it breaks above $593, with a clear path to $600 and beyond.

AMDNeutralMedium ConvictionSignal-backedSecondary

AMD is set to report earnings, which will be important given its role in the recent market rally.

Linked Signals

Tracked calls opened from this post

MU
buy opened May 4, 2026
+12.17%