The Weekly Trade Plan: Top Stock Ideas & Execution Strategy – Week of April 13 2026

Traders,

As I write this, it appears that the initial talks in Islamabad have broken down, or at least that an initial agreement and understanding have failed to materialize. Now, the likely outcome of the events and discussions is way above my pay grade, and I won’t even begin to pretend like I know what is likely to happen.

What I will focus on instead are the leaders and names that held up best last week, to see how they react on Monday. In addition, I’ll focus on isolated outlier opportunities.

8-Month Base in NVDA: Semis were one of the strongest pockets of the market last week. I’m not looking to chase highs; I’m looking for sustained strength, especially if we gap lower off the fresh news surrounding the negotiations. NVDA stands out to me because it’s part of a leading sector, and, of course, it’s been stuck in a base for many months. Ideally, to get long for a swing, I’d like to see a dip across the board get bought back up – especially if NVDA holds near converging MAs near $180. That would be a starter position, and if this were to creep higher and eventually take out $198 – $200, I might look to add with a trail against prior LOD.