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πŸ“‰ Six Straight Weeks. All Time Highs.

5 Top Stocks to Watch Immediately

Here's the thing about stocks with the potential to double.

Timing matters.

The investors who see the most upside from a breakout stock are almost always the ones who . . .

. . . got in early before the move was obvious . . .

. . . and before the stock started appearing in everyone else's portfolio.

By the time a double is confirmed, much of the gain is already gone.

That's exactly why we created the playbook, 5 Stocks Set to Double.

Our team of 5 Zacks experts scans thousands of publicly traded companies and selects a single stock apiece. Their criteria: the best realistic shot at gaining +100% or more in the next 12 months.

But the picks aren't chosen solely for long-term potential.

Every stock also carries a strong Zacks Rank, meaning earnings estimates are already trending upward. That's a key predictor of near-term outperformance.

These aren't stocks you simply hold and hope. These are stocks positioned to start moving.

While we can't guarantee future performance, previous editions have produced gains of +143.08%, +175.3%, and even +340.3%.ΒΉ Of course, not every pick will be a winner.

The report is free to download.

And the sooner you see these 5 stocks, the sooner you can make an informed decision about whether any of them belong in your portfolio.

Every week without the right strategy is a week of potential gains left on the table. That's a loss worth considering.

Good Investing,

Kevin Matras
Executive Vice President

β˜•οΈ GM Munchers! Portfolio up. Market at all-time highs. Wife baked cookies unprompted on Saturday. I have been married long enough to know that this level of domestic harmony is either a gift or a warning. I am choosing to enjoy the cookies and worry about it later.

On today’s menu:

  • πŸ“ˆ Six Straight Weeks. All Time Highs.

  • 🩺 Bitcoin Health Check

  • πŸ˜₯ These Stocks Crashed on Friday

  • πŸ’»οΈ The Government Just Made $47.6 Billion on a Chip Stock

  • 😬 Foreclosures Hit a 6-Year High

Friday’s numbers:

S&P 500

7,398

+0.84%

Nasdaq

26,247

+1.71%

Dow Jones

49,609

+0.02%

Bitcoin

$80,835

+0.22%

BREAKING NEWS

πŸ“ˆ Six Straight Weeks. All Time Highs.

If you’ve been afraid to check your portfolio, allow us to help you start your week on a high. Go look. Seriously. It is fine. It is better than fine.

Friday was the sixth consecutive winning week for the market. Six weeks straight. The S&P 500 hit a fresh all-time high and the Nasdaq crossed 26,000 for the first time in history. From the March 30 low to today, this is now one of the fastest and most violent recoveries in modern market history.

Two things drove Friday specifically. The April jobs report came in at 115,000 new jobs, more than double the 55,000 Wall Street was expecting. Strong enough to prove the economy is not breaking. Soft enough to not completely kill Fed cut hopes. AKA, the Goldilocks number. Then $INTC ripped 15% (more on that below).

Here is what the market is locked in on this week:

  • πŸ‡¨πŸ‡³ Trump heads to Beijing for a face-to-face summit with Xi Jinping. It is the most anticipated diplomatic meeting of the year. Trade frameworks, AI guardrails, and tariff reductions are all on the table. One good headline and this market keeps ripping.

  • πŸ“Š CPI drops on Wednesday and PPI lands on Thursday. Economists expect inflation to soften slightly. If it does, the Fed narrative gets friendlier fast.

  • πŸ›’οΈ Iran peace talks are still the wildcard. Oil is sitting around $90 a barrel, down sharply from its highs. A signed deal sends it lower and everything else higher. A breakdown does the opposite.

The Munch Take: Six straight winning weeks. All-time highs. We’re not complaining. The rally is real, but the fundamentals supporting it? Not quite as solidified. This many catalysts in one week means many things that can go wrong. Stay buckled. My wife looked at our portfolio this weekend and asked why I ever seemed stressed about it. She clearly stopped reading these emails a long time ago.

🩺 Bitcoin Health Check: The Antidote to Money Printing Is Lagging Behind

Now that the market is back at all-time highs, let's do a health check on our friend Bitcoin. Spoiler: it’s fine, but it is not great.

$BTC is sitting around $81,000 today. Its all-time high was $126,000, hit back in October 2025. Meanwhile, stocks have fully recovered and are printing records almost daily. Bitcoin is still down roughly 36% from its peak. That is a strange divergence and it deserves an explanation.

Here is why Bitcoin has lagged:

  1. The Iran war sent investors into genuine risk-off mode. When people get scared, they sell crypto first and ask questions later.

  2. Oil above $100, geopolitical chaos, and a Fed that won't cut rates all created a terrible backdrop for a speculative asset.

  3. Stocks recovered because earnings were strong and AI spending gave the market a fundamental reason to rally. Bitcoin does not have earnings. It recovers on vibes, and the vibes aren’t good enough right now.

We bought our position in 2025, and we are currently down roughly 15%. We are not selling.

πŸ“ˆ The Bull Case:

  • Bitcoin is the antidote to money printing. Global debt keeps climbing, central banks keep expanding their balance sheets, and there will only ever be 21 million Bitcoin. That thesis has not changed.

  • Stablecoin legislation is moving through Congress and a friendlier regulatory environment is bringing institutional money back into crypto. The infrastructure for a real rally is being built.

  • Analysts at Grayscale believe the traditional four-year boom-bust cycle is broken and that institutional adoption has fundamentally changed how Bitcoin trades. If they are right, the next leg up could be different.

πŸ“‰ The Bear Case:

  • Fidelity's macro team thinks 2026 is a dormant year for Bitcoin with price support closer to the $65,000 to $75,000 range. The good news from Trump's election and the spot ETF launch has already been priced in.

  • The Iran situation is not fully resolved. Risk appetite can reverse quickly and Bitcoin will keep feeling that.

  • Stocks are at all-time highs and Bitcoin is still 36% off its peak. That is not a healthy divergence for the bulls.

The Munch Take: We are long Bitcoin and we are staying long. The money printer does not stop. Governments do not shrink their debt. The long-term case for a fixed-supply digital asset has never been stronger on paper. But Bitcoin needs to start acting like the hedge it is supposed to be. It sat out the stock recovery almost entirely. The antidote to money printing should not lag behind the thing it is supposed to protect you from. We are patient. But Bitcoin needs to get its act together.

China Controls 98% of This Critical Metal (Ad)

China dominates 98% of the world's gallium supply - an element crucial for next-gen chips and AI tech.

But a small American company just developed breakthrough GaN technology that could change everything.

MARKET OVERVIEW

🍿 Tasty Movers & Shakers

πŸ₯© $TXRH Texas Roadhouse jumped 12.33% after beating earnings estimates and posting 6.5% same-store sales growth. Americans are still going to Texas Roadhouse and they are still ordering the bread. I don’t blame them.

πŸ₯€ $MNST Monster Beverage climbed 13.61% after beating on both profit and revenue, driven by strong international sales. People worldwide are drinking Monster at an accelerating rate. The energy drink business clearly doesn’t care about geopolitics.

πŸ’Ό $UPWK Upwork face-planted 16.87% after announcing it’s cutting 24% of its workforce as part of a restructuring. Upwork is a platform that connects businesses with freelancers. Cutting a quarter of your staff is not a great advertisement for job security in any form.

☁️ $NET Cloudflare cratered 23.62% after announcing plans to cut 20% of staff and issuing a cautious sales outlook. When you cut headcount and warn on revenue in the same breath, the stock pays double. It’s still up 170% in the last 5 years, though.

✈️ $EXPE Expedia tumbled 9.02% after weak guidance tied to geopolitical tensions and softening travel demand. People are nervous about where the world is headed and it is showing up in booking numbers. When people get scared, vacations get cancelled.

STOCK OF THE DAY

πŸ’» The Government Just Made $47.6 Billion on a Chip Stock.

The Apple and Intel chip deal is now confirmed. The two companies have reached a preliminary agreement for Intel to manufacture chips that power Apple devices, after more than a year of intensive talks. $INTC ripped another 15% on the news.

Now for the number that is genuinely hard to process. The Trump administration bought a 10% stake in $INTC last August for $8.9 billion. That position is now worth $56.5 billion. A $47.6 billion gain in less than eight months. There is no real precedent for a government investment returning this kind of money this fast. Not even close.

Is there a conflict of interest angle here? Absolutely. Commerce Secretary Howard Lutnick spent the last year meeting repeatedly with Tim Cook, Jensen Huang, and Elon Musk, pushing for exactly this kind of domestic manufacturing deal. The government owned the stock and then helped engineer the catalyst. Make of that what you will.

πŸ“ˆ The Bull Case:

  • Intel is the only company that can realistically scale up as a viable second source for Apple chips. TSMC is maxed out on capacity and Apple needs alternatives.

  • Intel's Arizona fab is now in high-volume production on its most advanced chip process, which is designed to rival TSMC's best technology. The foundry business is no longer theoretical.

  • Elon Musk's Terafab in Austin is also committed to Intel chips. The customer list is building fast.

πŸ“‰ The Bear Case:

  • This is still a preliminary deal. Preliminary means not final. Intel has a long history of promising timelines and missing them.

  • The chips Intel would initially make for Apple are the lower-end M-series processors, not the flagship iPhone chips. The contract is real but not enormous (yet).

  • The stock has gone from $20 to nearly $130 in eight months. A lot of good news is already in the price.

The Munch Take: I spent hours researching different stocks last year. Reading earnings reports. Checking analyst targets. Then I overcomplicated things and bought nothing. Meanwhile, the US government bought $8.9 billion worth of Intel and then went and personally negotiated the deal that sent it to the moon. The lesson here is simple. Next time the president tells you to go buy something, maybe just go buy it.

TRADING SUCCESS

πŸ€‘ Monday Motivation

πŸͺ Munchy Memes

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