The Weekly Trade Plan: Top Stock Ideas – Week of July 20, 2026

Traders,

I hope you’ve all had a wonderful weekend. 

Thursday’s IA meeting came at the perfect time, as I went over the potential for a significant bounce to play on Friday across the AI basket. If you missed that meeting, I urge you to go back and review Friday’s action and my comments from Thursday ahead of Friday’s action-packed morning.

With earnings season getting well underway this week, with a couple of mega-caps reporting, things should pick up nicely into the end of the month. I still maintain a move2move trader’s mindset, rather than a positioning/swing mindset, which I believe remains the right course of action going forward.

Alphabet and Tesla report on Wednesday, followed by Intel on Thursday.

Let’s get into some of my favorite ideas for the upcoming week.

2-Way Trading in SOXL: We couldn’t have asked for a better setup on Friday in SOXL, and many individual names related to AI storage, memory, etc. However, after the mixed action across the board into the close, I want to be careful not to get too biased toward the long side for continuation, especially ahead of key...