Dorman Products (DCH) is a potential multi-year trade based on a large call option purchase, with strong earnings, sales growth, and potential benefit from reshoring trends.
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This Week Will Be HISTORIC For The Stock Market
StockedUpMay 12, 2026
The S&P 500 is reaching new all-time highs, driven by strong performance in semiconductor and memory chip stocks due to the AI boom. While opportunities exist, there are concerns about market overvaluation, drawing parallels to the dot-com bubble. Key ETFs and stocks like SPY, DRAM, NVDA, MU, WDC, SNDK, SE, FCEL, COIN, TSLA, POT, CLOV, RBLX, and DCH are discussed with varying outlooks.
Linked Mentions
Tickers discussed in this post
Roblox is a downside play, with potential continuation if it falls below $41.65, following a bearish open on Friday.
Clover Health is a momentum play to the upside, showing a 10% gain on Friday, with potential continuation if it breaks above $3.15.
Poet Technologies is a momentum play to the upside, with potential continuation if it breaks out past $11.85.
Tesla is showing continued upside potential after a strong move on Friday, with a target to break past $431.25 and continue its trend towards previous all-time highs near $500.
Coinbase is on a bullish radar due to a nice reversal on Friday and potential positive impact from the Clarity Act, with a key resistance zone around $212-$215.
FuelCell Energy is a short-term upside opportunity, consolidating at the top and holding support around $12, with potential to break out to $16+.
Seagate is mentioned as one of the stocks held within the DRAM ETF, indicating its inclusion in the semiconductor and memory chip sector.
SanDisk is mentioned as one of the stocks held within the DRAM ETF, indicating its inclusion in the semiconductor and memory chip sector.
Western Digital is mentioned as one of the stocks held within the DRAM ETF, indicating its inclusion in the semiconductor and memory chip sector.
Micron is a top holding in the DRAM ETF, benefiting from the AI infrastructure boom and the severe supply shortage in memory and storage chips.
DRAM is highlighted as the main ETF to trade semiconductor and memory chip stocks, experiencing significant inflows and strong performance driven by the AI infrastructure boom.