Mid May Runners

Trading Opportunity Playbook

May 18, 2026 • AI Infrastructure + Momentum Edge

Compiled from full market context, technicals, catalysts, and precise % return calculations. All data cross-checked from our conversation.

🚨 PUBLIC DISCLAIMER & RISK DISCLOSURE

NOT FINANCIAL ADVICE: This playbook is for educational, informational, and entertainment purposes only. The author is not a licensed financial advisor, certified financial planner (CFP), or registered investment advisor. Nothing contained here constitutes a solicitation, recommendation, endorsement, or financial offer to buy or sell any securities, options, or other financial instruments.

HIGH RISK OF LOSS: Trading stocks, options, and micro-caps involves a high degree of risk and is not suitable for every investor. You can lose 100% or more of your initial capital. Performance metrics, estimated success probabilities (e.g., "60% probability"), or price targets are entirely speculative, hypothetical hypotheses based on technical patterns that may not repeat. Past performance is never indicative of future results.

MARKET VOLATILITY: Conditions change rapidly. Geopolitical risks (Iran/headlines, oil prices ~$100+), macroeconomic data, and elevated valuations can instantly void these setups. Verify live charts and manage your own risk strictly.

Position Disclosure: The author holds no open positions in the mentioned tickers ($PPSI, $AXTI, $GGRP, $AAPL, $NVDA, $DELL) at the exact time of publication, but positions and market views can change without prior notice. Always perform your own due diligence.

Quick Market Snapshot (May 18, 2026)

S&P 500
~7,400–7,500 (near all-time highs, momentum intact but overbought)
Nasdaq
Tech/AI leadership dominant
Key Themes
AI Power/Infrastructure • Chips • Data Centers • Edge Power • Small-cap momentum
Major Risks
High yields • Oil volatility • Geopolitics • Profit-taking in extended rally

Priority Watchlist Summary

Ticker Priority / Conviction Theme Approx. Current Price Est. Bullish Success Prob.
$PPSI HIGH 8/10 AI Power & Infrastructure ~$3.96 60–65%
$AXTI HIGH 7/10 Semiconductor Breakout (AI materials) ~$123.78 55%
$GGRP MEDIUM 6/10 Physical AI / NVDA Pivot ~$0.69 45% (high variance)
$AAPL / $NVDA / $DELL MEDIUM 7/10 Big Tech Options Flow + Events AAPL ~$295–300
NVDA ~$220
DELL ~$238
50–60% (structured)

Detailed Opportunity Setups

All % returns calculated with exact arithmetic from midpoint entries. Volume confirmation + catalyst required. Multi-timeframe bias (daily for direction, intraday for entry).

1. $PPSI – AI Power Play (Highest-Conviction Edge)

Thesis: Fresh $6M PRYMUS award for mobile/edge power (AI data centers + logistics). Ties directly into NVDA-style infrastructure demand. Breakout technicals with analyst targets $7–$9.50+. Daily/weekly breakout on volume; support ~$3.50–4.00.

Setup Type Entry (Midpoint) Stop Loss Target 1 Target 2 (mid) % Risk to Stop % Return T1 % Return T2 Exact R:R (to T1)
Breakout Long $4.10 $3.50 $5.50 $8.75 –14.6% +34.1% +113.4% 1:2.3
Pullback Buy $3.80 $3.45 $5.00 $7.50 –9.2% +31.6% +97.4% 1:3.4

Exit Rules: Scale out 50% at T1, trail stop to breakeven + move to T2 on volume. Invalidate below $3.40.

2. $AXTI – Technical Breakout Momentum

Thesis: Semiconductor materials with AI/optics tailwinds. Massive recent run + clean multi-timeframe buy signals (MAs, MACD crossover). Earnings support. Support ~$110–116.

Setup Type Entry (Midpoint) Stop Loss Target 1 Target 2 % Risk to Stop % Return T1 % Return T2 Exact R:R (to T1)
Pullback Swing $116.50 $107.00 $140 $160 –8.2% +20.2% +37.3% 1:2.5
Momentum Burst $126.50 $119.00 $140 $155 –5.9% +10.7% +22.5% 1:1.8

Exit Rules: Scale out 50% at T1, trail with 10-day MA.

3. $GGRP – Physical AI Speculative Runner

Thesis: Low-float pivot to Physical AI (Brightline NVIDIA collab). Explosive potential on volume but higher execution/dilution risk. Watch pennant/breakout on short-restriction days.

Setup Type Entry (Midpoint) Stop Loss Target 1 Target 2 % Risk to Stop % Return T1 % Return T2 Exact R:R (to T1)
Volume Breakout $0.72 $0.58 $1.15 $1.45 Michael Elkan