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Swing Trade Ideas – May 13, 2026

Date: May 13 2026

Laurie’s Abbreviation Index:

** ‘div’ – dividend

** ‘m/m’ – month over month

** ‘y/y’ – year over year

** ‘Inven’ – inventories

** ‘mfg’ – manufacturing ** +/- – plus or minus, positive or negative

** Underlined text – higher volume premarket

** ‘d’ – day

** ‘Y’ – year

**govt – government

Color Key: Positive – Neutral – Negative

Global Markets:  USA, Europe, Japan, China, Hong Kong – neutral set-up

• Commodities:  Gold, Silver, Copper,  Palladium, Oil, natgas, AGGS,  Bitcoin
• Yields: 30Y Bond –0.0%  Currencies:  USA$+0.18% CAD +0.06% YEN -0.13%  BTC/USD-0.3%  Vix:18.9
• Events USA:PPI 830ET; Trump-Xi meeting NVDA CEO joined the trip
  Stock News: NEBIS +15.5% JD+3%       CSCO-0.6% DT-7.8%      Earnings
  Equity: USA indices higher premarket led by QQQ and specifically semis and AI post a dip Tues which was bought. Trump trip to China accompanied by CEOs from TSLA, GS, GE, BLK, AAPL, BA and a late addition by NVDA has hopes for “deals”. In the case of semis it would be hope that the infamous semi export restrictions will be lifted. Trump states that he wants China to “open” but China is open to foreign investment and what he really wants is China to invest in the USA, provide rare earth metals (for weapons), buy planes& soyabeans, buy USA energy and help him extract himself from the Iranian black hole.   MAGS are led by NVDA (China trip) but others are flattish with MSFT lagging so dispersion trade, buy semi, sell software still active. Memory squeeze is on and MU, SNDK, WDU are notably higher. AI data center names are lifting with NBIS earnings move.  Speculative semis and optical names are all higher as premarket mood is to buy anything AI related. Space names like SATS, ASTS, RKLB are higher as are Quantum names. SPX continues to be well supported with pivot level 7420 with 7375 and 7460 and targets based on positioning. Names attached to the China trip are ones to watch and look for some Trump tweets to move the markets.
  
• Stock NVDA MU NBIS COHR   MSFT AMZN SLV    Speculative WOLF RCAT
  Indices UFO SMH QTUM AIPO XLK ARKX ETHE QQQ ARKG SLV  MSOS USO XLE XLF IBIT GDX XLU GLD

S&P500  COHR LITE MU SNDK SATS QCOM WDC NVDA AMD ORCL ANET TSLA HPQ COIN
Other  WOLF NBIS PENG TSEM MRAM DXYZ  NVTS AAOI HIMX LUNR POET RCAT DT VG

CSCO

CSCO reports after the close. CSCO CEO is on the Trump trip to China. Expected move +/- 7.7  Major option positions at 80, 100. Skew is extremely tilted to calls and IV is very high. Potential for accelerated move above 100 but will need to have blow-out guidance otherwise pullback due to the call positioning. CSCO is running with the AI theme. One can consider butterflies or calendars to take advantage of the elevated IV.