Weekly Recap JUN 1, 2025

How was your weekend? Do anything fun?
I went to an annual outside art show, saw a few old friends, made a couple new ones, that was nice
After I finish this I’m heading to some friends for a backyard BBQ
Taking my world famous, best of all time ever in the world “Double death, to the death, extra death, cheesy bacon ninja po-ta-tozzz,” to the death of course!!! lol… 😁 
That stuff is so good I might have to have people sign a waiver first saying they won’t go all cray cray like they did back over those Popeyes chicken sammichs

Do you remember that? In 2019 when 2 men and 1 lady went back into a Popeyes in Houston Texas at gunpoint, “demanding they make more sandwiches”, not money, it wasn’t a robbery, it was for chicken sandwiches…
Yes, that happened, along with brawls in lines to get sandwiches

If you were around in the 80s you may recall the same thing happened at Toys R Us over “Beanie Babies” The news dubbed them “Brawls at the Malls”

When things get hot we call them a “Trend”
Stocks do the same, or they don’t

We may think a stock or a sector is trending but then that can be short lived and faze out
What then occurs is something new gets hot in another area, that’s sector rotation
Sector Rotation isn’t always clear, and sometimes it can take time, but right now stocks look to be doing just that

Friday stocks saw a flight to Consumer Staples and a departure from Semiconductors that were showing momentum throughout the week
$COST ( ▼ 0.31% ) has been a long time friend of ours… For the first half of the day it was the #1 leading stock on the Heat Map. That isn’t something we see everyday…. Tech did pick back up into the close with $PLTR ( ▼ 0.31% )  $PANW ( ▼ 0.26% ) and $CRWD ( ▲ 1.31% ) but Semis like $NVDA ( ▼ 0.34% )  $AMD ( ▼ 2.13% ) and $INTC ( ▲ 1.32% ) didn’t fare so well. One slow day doesn’t make or break a market, but it’s something we need to be mindful of

Two more things to remember
1st: Friday was not only the end of month, which means fund managers could of been trying to add to what they deem as hot, and get rid of what is not, but Friday was also the end of Spring and Summer is now here. We all know that old adage “Sell in May and go away” That’s not a hard and fast, but its proven to be the case more than once
2nd: Tariffs. Tariffs, tariffs, tariffs, this is a tariff driven market, need we say more?

Here’s our stocks this week
$AMZN ( ▲ 1.01% ) Weekly +2.00%
$CAT ( ▼ 1.04% ) Weekly +1.35%
$COST ( ▼ 0.31% ) Weekly +3.14%
$GOOG ( ▲ 0.67% ) Weekly +1.92%
$HD ( ▲ 0.1% ) Weekly +1.54%
$META ( ▲ 0.41% ) Weekly +3.26% ( we took a few different plays on it this week )
$MSTR ( ▼ 6.23% ) Weekly -0.12%
$SPY ( ▼ 0.07% ) Weekly +1.78% ( we took new plays on this also )
$WMT ( ▼ 0.04% ) Weekly +2.47%


This week we here at theoptionscoach.net made money with our new META and SPY trades… I’ll be back in the morning with the new set ups

The Options Coach