Today in Focus: CRWV, NVDA

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Now, on to today's stocks in play.

Market Condition: Highly Speculative Environment

Commentary: Green open seems likely today. The market continues to march and we continue to dance until the music pauses. Everything is working but it’s very important to not chase any names here. Many high beta names look great but the correct buy point is incredibly important on these as they take the elevator down in a pullback.

SpaceX promotional run starts this week. Space theme stocks have been running hard. This is likely to really shape the weekly narrative headlines in the market outside of any macro news. I feel like the Space names might sell the news on the SpaceX IPO after running on the hype. I also noted a post today where Sam Altman announced OpenAI are hiring Robotics specialists. This is a theme that we should really be cognizant of. $TSLA ( ▼ 3.56% ) weekly chart looks incredible. Maybe Musk does the double. $NVDA ( ▲ 5.06% ) news over the weekend with $MSFT ( ▲ 2.55% ) partnership is also likely a big headline this week.

I’m heavily leveraged here. Open to taking new positions but not chasing names just because people are victory lapping them.

I don’t see any standout gappers this morning. $NVDA ( ▲ 5.06% ) and $CRWV ( ▲ 14.28% ) are my focus on the weekend news with MSFT and DELL. This is more of an effort to position myself rather than catch a high flying catalyst.

Monitoring SPCE and ASTC for Parabolic Shorts this week.

Upcoming Earnings:
After Hours: HIVE, CRDO
Before Open: VSCO, SIG, CTRN, GMRS

Current Positions: DELL, CMPS, APPS, INOD, SNOW, MSFT, AKAM, BAND, TH, AAPL, GFS, IREN, APLD

Major Economic Events this week.

Monday June 01 2026

10:00 AM - ISM Manufacturing PMI MAY (Previous: 52.7, Consensus: 53, Forecast: 53)

Tuesday June 02 2026

10:00 AM - JOLTs Job Openings APR (Previous: 6.866M, Consensus: 6.82M, Forecast: 6.8M)

Wednesday June 03 2026

10:00 AM - ISM Services PMI MAY (Previous: 53.6, Consensus: 53.7, Forecast: 53)

Friday June 05 2026

08:30 AM - Non Farm Payrolls MAY (Previous: 115K, Consensus: 85K, Forecast: 102.0K) 08:30 AM - Unemployment Rate MAY (Previous: 4.3%, Consensus: 4.3%, Forecast: 4.4%)

Monday After Hours: HIVE, CRDO

Tuesday Before Open: VSCO, SIG, CTRN, GMRS

Wednesday Before Open: MMED, CGNT, M

Wednesday After Hours: AVGO, FIVE, TLYS

Thursday Before Open: XE

Thursday After Hours: RBRK, IOT, ZUMZ

Friday Before Open: GIII

Full Earnings Watchlist: TradingView Link

Flagged Charts: GLSI, INKT, CADL, AGEN, APGE, AXSM, CABA, ALKS, MBX, JAZZ, COCP, MIRA, ATNM, EVMN, PRAX, ADAG, BCYC, ARGX, RVMD

Note: Never front-run biotech catalysts. Wait for the catalyst to hit, then assess if the reaction is tradable. Dates are estimates and can shift.

Full Q2 Biotech Watchlist: TradingView Link

Monitoring This Week:

Stocks in Play Watchlist (TradingView Link)

Have a Great Week!

Sean Sharpe

_{PS: There are many ways to trade stocks in play. It does not have to be the one that keeps going straight up and sometimes it doesn’t even have to be day one of the catalyst. Everyone must find a setup, timeframe and method that works for them. This list is supposed to educate on the criteria I use and the methods in which I find Stocks in Play. Yours may differ and that is completely okay.}