Hi there,

Yesterday, Tuesday, February 3, 2026, Wall Street faced a significant pullback as a sudden spike in Treasury yields and a broad sell-off in software and fintech stocks weighed on the major indices.

🚀 Stock Trade Exit: Alaska Air Group (ALK)

We have officially exited our short-term position in Alaska Airlines, realizing a 14.12% gain over the last 4 months. While the trade took longer than initially expected, it was a fantastic lesson in trusting value fundamentals and remaining patient. Congratulations to everyone who followed this trade!

🏆 Active Trade Tracker

We added two new S&P 500 trades yesterday, and we couldn’t have timed our entries any better. These trades had a 96% probability of profit, and we have gone straight into the green as the market bounced off its intraday lows.

• New Trades: Sold the Feb 27th 640 Put (IBKR) and the Feb 27th 6400 Put (IG Index).
• Current Performance: Up 1.46% tax-free in our IG Index account and 0.62% in our IBKR account. We will continue to hold these to expiry.

📋 Long-Term Buy Watchlist Update

Yesterday’s sell-off provided a great opportunity as several of our targets became "cheaper."

• DELL & NVDA: After yesterday’s dip, both stocks are looking very attractive. We anticipate adding these to our long-term buy-and-hold portfolio in the coming days.
• Wait & See: For CRM, PYPL, and ORCL, we are still waiting for them to stop making lower lows and begin a period of consolidation before we move.

📅 Market Review for Tuesday February 3, 2026

Overview: The Nasdaq suffered its worst daily percentage decline in weeks as software names tumbled. Concerns over AI-driven automation disrupting traditional software business models (following news from Anthropic) and a multi-month high in the 10-year Treasury yield created a perfect storm for growth stocks.

🏛️ FX & Crypto Review

• EUR/USD: Slipped to 1.1810 as the US Dollar strengthened on rising yields.
• Bitcoin (BTC): Faced selling pressure, dropping to $77,450.
• XRP: Retreated slightly but held support near $1.81.

📈 Major Indices & Commodities

• S&P 500: Fell -0.84%, closing at 6,917.38.
• Nasdaq Composite: Tumbled -1.43%, finishing at 23,255.91.
• Dow Jones Industrial Average: Slipped -0.34%, closing at 49,240.99.
• Gold: Rose to $4,973 per ounce as geopolitical fears in the Middle East returned.
• Silver: Gained significantly to settle near $88.50 per ounce.
• WTI Crude Oil: Jumped over 2% to $63.80 per barrel.

📊 Specific Stock Performance (Verified Closing Prices)

• GOOGL (Alphabet Inc.): Down -1.16% ($339.71). Pulled back from its all-time high ahead of today's earnings report.
• NVDA (Nvidia): Down -2.84% ($180.34). Watchlist: One of the tech laggards yesterday; we are watching for a entry point this week.
• DELL (Dell Technologies): Down -1.69% ($117.15). Watchlist: Holding its ground better than the high-beta software names.
• PYPL (PayPal): Down -20.11% ($42.10). Watchlist: Suffered a massive crash following a disappointing earnings outlook.
• CRM (Salesforce): Down -6.98% ($284.40). Watchlist: Hit hard by the broader software sector rout.
• ORCL (Oracle): Down -2.62% ($164.58). Watchlist: Continued its slide toward key support levels.

🎟️ The Golden Ticket Referral (Exclusive Extension)

Success is better shared. Because we value customer loyalty above all else, we want to give your friends a head start that isn't available to the general public.

Normally, we offer a 1-week trial. However, because they are referred by a member like you, we are increasing their Free Trial from 1 week to 4 weeks (a €99 value) on the Pro Plan.

Note: This extended 4-week trial is exclusive to referrals. It is our way of rewarding the community and ensuring your friends have enough time to see the results of our high-probability trades.

• For Them: 4 Weeks of Pro Mentoring for FREE (No credit card required).
• For You: €99 OFF your next renewal once they join.

👉 https://buy.stripe.com/6oEcNid72fNIeJydQZ

📞 Strategy Call Assistance

If you require assistance with trade setup, risk management, or strategy review, please schedule a strategy call.

• PREMIUM Plan Members: Strategy calls are included in your plan.
• All Other Members: Strategy calls can be scheduled at a rate of €100 per half hour.

Happy Investing

Share Navigator Support

www.sharenavigator.ie

Hi there,

Status: CLOSED, XSP (S&P 500) Short Put

TRADE FINALIZED: US 500 Index Short Put Targeting consistent premium income.

I. Trade Details

• Asset: XSP (S&P 500)
• Strike Price: 640
• Expiry Date: Feb 27th
• Closing Date: Feb 18th

II. Financial Result

• Action: Buy to Close (BTC)
• Entry Premium (Received): $207
• Exit Premium (Paid): $49
• Net Profit/Loss: $158 (1.58%)

III. Performance Summary

• Exit Reason: 75% of Max profit achieved.
• Total Days Held: 15 days
• Return on Portfolio Size: 1.58%

IV. Strategy Review

• Market Notes: Index stayed above strike as expected
• Rule Adherence: All risk management guidelines were followed.

📝 Live Trade Log & Updates:

• Feb 18th: Trade closed as we achieved 75% of Max Profit. ROI 1.58%.
• Feb 18th: Up 1.37%. No action required.
• Feb 17th: Up 0.71%. No action required.
• Feb 14th: Up 0.59%. No action required. S&P 500 remains 6.5% above breakeven.
• Feb 13th: Up 0.39%. No action required. S&P 500 closed down 1.5% yesterday but this trade still has a 94% probability of profit. The index still remains 6.5% above our breakeven price.
• Feb 12th: Up 1.39%. No action required.
• Feb 11th: Up 1.26%. No action required.
• Feb 10th: No action required.
• Feb 9th: Up 1.32%. nothing to do. Leaving this trade run to expiry.
• Feb 7th: Up 0.9%. Nothing to do. Leaving this trade run to expiry.
• Feb 6th 11.45 ET: S&P 500 moves higher on this trade swings back into profit. Up 0.6%. We will continue to hold until expiry where we expect to make a 2.07% ROI.
• Feb 6th: The trade has swung into a temporary paper loss following yesterday's volatility. However, we remain fully confident in achieving our 2.07% ROI by month-end. Yesterday’s sell-off in the S&P 500 spiked implied volatility (IV); as this fear subsides and IV drops, our position will benefit significantly from accelerated premium decay. Crucially, the Index remains well above our 640 strike and our 637.93 breakeven, with the Probability of Profit (POP) remaining robust at circa 90%. No action required

• Feb 5th: No action required.
• Feb 4th: XSP has rebounded nicely since we placed the trade. Up 0.62% in less than 1 day. We will let this trade run to expiry.

⚙️ Opening Trade information: Strategy & Risk Management

This strategy is return-based with unlimited risk, relying on margin - Traditional Options on IBKR.

I. Setup & Rationale

• Underlying Ticker: SPY (S&P 500 ETF) - also XSP for smaller account sizes
• Current XSP Price: $690
• Market Outlook: Strong Bullish/Neutral - A significant drop is not expected.
• Goal of Trade: Maximum Premium Income / Return on Margin (RoM)
• Probability of Profit (PoP): 96% (this is the main attraction of the strategy)

II. The Trade Details

• Action: Sell to Open (STO) 1 Naked Put Option
• Strike Price: $640
• Expiration Date (DTE): Feb 27th 2026
• Premium Collected: $2.07 per share
• Total Premium Collected per contract: $207

III. Risk & Profit Metrics

• Maximum Profit: (The credit collected) $207
• Breakeven Price: $637.93. (We need the stock price to remain above to price at EXPIRATION to make a profit)
• Initial Margin Required: $6,000 (But this depends on numerous factors such as your account size and other positions in your account).
• Potential Loss: unlimited...losses continue to increase as the share price falls further below break even.

IV. Trade Management & Exit Plan

• Take Profit: Leave expire worthless.
• Trade Mgt (Critical): If SPY share price gets within 1% of strike price we will immediately roll out to the next monthly expiry and down to a strike price that gives us at least a $0.01 cent credit. As it stands now we could roll down to end of February to below the $610 strike.

📞 Strategy Call Assistance

If you require assistance with trade setup, risk management, or strategy review, please schedule a strategy call.

• PREMIUM Plan Members: Strategy calls are included in your plan.
• All Other Members: Strategy calls can be scheduled at a rate of €100 per half hour.

Please note: This is an educational exercise using a demo account. Share Navigator does not provide financial advice.

Happy Investing

Share Navigator Support

www.sharenavigator.ie

STATUS: CLOSED US 500 Index Short Put

TRADE FINALIZED: US 500 Index Short Put

I. Trade Details

• Asset: US 500 Index (IG Index)
• Strike Price: 6400
• Expiry Date: Feb 27th
• Closing Date: Feb 18th

II. Financial Result

• Action: Buy to Close (BTC)
• Entry Premium (Received): $473.80
• Exit Premium (Paid): $117.40
• Net Profit/Loss: $356.40 (€298.80)

III. Performance Summary

• Exit Reason: 75% of Max Profit Achieved
• Total Days Held: 15 days
• Return on Portfolio: 2.98%

IV. Strategy Review

• Market Notes: Index stayed above strike as expected

Rule Adherence: All risk management guidelines were followed.

📝 Live Trade Log

Daily updates and management actions.

• Feb 18th: Closed trade for a realised gain of 2.98% in just 1 days - tax free for residents of YK and Ireland.
• Feb 18th: Up 2.82%. No action required.
• Feb 17th: Up 1.51%. No action required.
• Feb 14th: Up 1.39%. No action required. S&P closed flat today. We remain 6.5% above our breakeven price.
• Feb 13th: Up 0.98%. No action required. S&P 500 closed down 1.5% yesterday but this trade still has a 94% probability of profit. The index still remains 6.5% above our breakeven price.
• Feb 12th: Up 2.8%. No action required.
• Feb 11th: Up 2.6%. No action required.
• Feb 10th: Up 2.55%. No action required.
• Feb 9th: Up 2.67%. Trade going perfectly well. Nothing to do. Let trade run to expiry.
• Feb 7th: Up 1.96% on the trade after a rebound in S&P 500. Nothing to do with this trade. Leaving it run to expiry.
• Feb 6th (11.30 ET): S&P 500 rallies and the trade swings back into a 1.5% profit. Nothing to do with this trade we are still on track to make 4% by the end of February.
• Feb 6th: The trade has swung into a temporary paper loss following yesterday's volatility. However, we remain fully confident in achieving our 4% ROI by month-end. Yesterday’s sell-off in the S&P 500 spiked implied volatility (IV); as this fear subsides and IV drops, our position will benefit significantly from accelerated premium decay. Crucially, the Index remains well above our 6,400 strike and our 6,376.31 breakeven, with the Probability of Profit (POP) remaining robust at circa 90%. No action required.
• Feb 5th: No action required.
• Feb 4th: We got our timing perfect. US 500 has rebounded since we place the trade and we have gone straight into profit of 1.45%. Nothing to do here. Just let Trade Run to expiry.

⚙️ US 500 Strategy & Original Setup

This strategy is for selling a cash-settled short put option on the US 500 Index via the IG options chain. Maximum loss can be significant if not managed correctly. Strictly adhere to risk mgt guidelines.

I. Setup & Rationale

• Account Size: €10K
• Trade Date: Feb 3rd 2026
• Underlying Instrument: US 500 Index Option (S&P 500 Index)
• Current Index Price: 6900
• Market Outlook: Strong Bullish/Neutral - Expected to remain above the strike.
• Goal of Trade: Premium Income Generation
• Probability of Profit: 96% (This is the main attraction in the trade)

II. The Trade Details

• Action: Sell to Open Short Put Option
• Strike Price: 6,400
• Expiration Date: Feb 27th ( 24 Trading Days)
• Premium Collected: $23.69
• Trade Size: 20
• Total Premium Collected: $473.80($23.69*20)

III. Risk & Profit Metrics

• Maximum Profit: $473.80
• Breakeven Price: $6,400 - $23.69 = $6,376.31 (We need the share price to remain above this price at EXPIRATION to make a profit)
• Margin Required: We recommend keeping it to below 60% of account size.
• Maximum Loss: Unlimited - losses can increase the further the share price drops below the breakeven price.

IV. Trade Management & Exit Plan

• Take Profit: Let Trade run to expiry unless we implement our risk management plan between now and expiry.
• Risk Mgt: If Price drops to 6,500 we will roll down to roughly 6000 for the March expiry and generate a net credit.

• If the price gets to within 1% of strike price, we will rollout to next monthly expiry and down to a strike price that gives you a $0.01 minimum credit.
• If price suddenly drops and no rollout can be activated: we may close down the trade and take the loss. We will decide if and when that situation occurs.

📞 Strategy Call Assistance

If you require assistance with trade setup, risk management, or strategy review, please schedule a strategy call.

• PREMIUM Plan Members: Strategy calls are included in your plan.
• All Other Members: Strategy calls can be scheduled at a rate of €100 per half hour.

Please note: This is an educational exercise using a demo account. Share Navigator does not provide financial advice.

Happy Investing

Share Navigator Support

www.sharenavigator.ie

Hi there,

🏆 Active Trade Tracker

• US 500: +2.46 - We are waiting patiently to place our next trade.

• TLT (Bonds): +0.35% (Target: 1.00%) | Steady support

📋 Long-Term Buy Watchlist Update

• Watchlist Changes: We are removing AMD, ANET, and CCL from our watchlist as their recent price jumps moved them beyond our entry criteria. We are replacing them with NVDA.
• Current Watchlist: NVDA, CRM, ORCL, PYPL.
• NVDA Update: We are getting close to buying NVDA, but we are exercising caution as it pulled back slightly yesterday.
• Waiting Room: For CRM, PYPL, and ORCL, we are staying patient and waiting for them to stop making lower lows and show signs of consolidation before we move.
• DELL Update: DELL continues to consolidate above its recent downtrend. It has held its breakout levels remarkably well, and we will most likely buy the stock this week.

🚀 Portfolio Spotlight: Alphabet (GOOGL)

Alphabet hit a new all-time high of $343.69 yesterday and is now up 125% since our purchase last May.

• The Strategy: We are continuing to hold. Earnings are tomorrow, Wednesday, February 4.
• Note: We are not buyers at these record levels. We will hold the stock for the long term but not add further to existing positions.

📅 Market Review for Monday, February 2, 2026

Overview: Positive ISM Manufacturing data (52.6%) showed the U.S. economy remains in growth territory, cooling fears of a hard landing. While tech was split—with Micron surging and Nvidia dipping—the broader market found its footing as the "everything sell-off" in metals took a breather.

🏛️ FX & Crypto Review

• EUR/USD: Rose to 1.1883 as the Dollar Index (DXY) faced slight pressure.
• Bitcoin (BTC): Struggled to reclaim $80,000 after a volatile weekend, currently hovering near $79,500.
• XRP: Remained resilient, trading near $1.85.

📈 Major Indices & Commodities

• S&P 500: Gained +0.54%, closing at 6,976.44.
• Nasdaq Composite: Rose +0.56%, finishing at 23,592.11.
• Dow Jones Industrial Average: Jumped +1.05% (+515 points), closing at 49,407.66.
• Gold: Settled lower at $4,652 per ounce after a wild overnight swing.
• Silver: Stabilized near $80.50 after massive recent volatility.
• WTI Crude Oil: Dropped -4.5% to $62.20 on signs of easing Middle East tensions.

🎟️ The Golden Ticket Referral (Exclusive Extension)

Success is better shared. Because we value customer loyalty above all else, we want to give your friends a head start that isn't available to the general public.

Normally, we offer a 1-week trial. However, because they are referred by a member like you, we are increasing their Free Trial from 1 week to 4 weeks (a €99 value) on the Pro Plan.

Note: This extended 4-week trial is exclusive to referrals. It is our way of rewarding the community and ensuring your friends have enough time to see the results of our high-probability trades.

• For Them: 4 Weeks of Pro Mentoring for FREE (No credit card required).
• For You: €99 OFF your next renewal once they join.

👉 https://buy.stripe.com/6oEcNid72fNIeJydQZ

📞 Strategy Call Assistance

If you require assistance with trade setup, risk management, or strategy review, please schedule a strategy call.

• PREMIUM Plan Members: Strategy calls are included in your plan.
• All Other Members: Strategy calls can be scheduled at a rate of €100 per half hour.

Happy Investing

Share Navigator Support

www.sharenavigator.ie

Hi there,

As our existing S&P 500 positions expire in full profit today, we are already shifting our focus to the next high-probability setup for next week.

We are currently preparing a trade on the S&P 500 at the 6500 strike. With the index currently trading near 6926, this setup is designed to generate income while providing a massive "margin of safety."

Why this is LOWER risk than buying stock

Most investors believe buying a stock is the "safest" way to play the market. However, if you buy the S&P 500 today, you lose money if the market drops even 1%. With our 6500 Put strategy, the market can drop significantly, and you still keep your profit.

Risk Management Comparison:

Our "3-Outs" Defense Plan

We don’t just "hope" the market stays up; we manage the trade using three layers of protection:

1. The Cushion: We win if the market goes up, stays flat, or falls by less than ~6%.
2. The 1% Alert: If the S&P 500 falls to within 1% of our strike (~6565), we take action. We "Roll" the position—moving it further out in time and lower in price to reset our safety buffer.
3. The Spread Option: For those who prefer "capped" risk, this trade can be turned into a Bull Put Spread. This defines your maximum "worst-case" scenario from day one.

Weekend Preparation: Master Your Platform

If you want to trade this with us next week, use the weekend to familiarize yourself with the strategies.
​
We have curated four short guides for the most both IBKR and IG Index:

Interactive Brokers (IBKR) Users:

• Short Put Course: Income Generation
• Bull Put Spread Course: Capped Risk

IG Index Users:

• Short Put Trading IG Index
• Bull Put Spreads on IG Index

🎓 Jargon Buster: The "Need to Know" Terms

If you are new to the community, don't let the technical terms slow you down. Here is a quick breakdown of what they mean in the context of this trade:

• Strike Price: Think of this as your "Safety Line." For our S&P 500 trade, the strike is 6500. As long as the market stays above this line, we keep our full profit.
• Short Put: This is a strategy where we act as the "Insurance Company." We collect a payment (premium) from someone else in exchange for agreeing to buy the index only if it falls below our 6500 safety line.
• Bull Put Spread: This is the "Capped Risk" version of a Short Put. By buying a second, lower-priced put (e.g., at 6400) alongside the one we sold, we put a hard limit on our maximum possible loss, no matter what the market does.
• Rolling a Trade: This is our "Reset Button." If the market gets too close to our safety line, we don't just take a loss. We close the current trade and open a new one further away in time and price. It gives us more "room to breathe" and keeps the trade alive.

📞 Strategy Call Assistance

If you require assistance with trade setup, risk management, or strategy review, please schedule a strategy call.

• PREMIUM Plan Members: Strategy calls are included in your plan.
• All Other Members: Strategy calls can be scheduled at a rate of €100 per half hour.

Please note: This is an educational exercise using a demo account. Share Navigator does not provide financial advice.

Happy Investing

Share Navigator Support

www.sharenavigator.ie

Hi there,

US 500 Put Expiration ✅

Excellent news to close out the week! Our short 6500 Put is expiring worthless today. Because we sold this option, the zero value secures our full profit of circa 2.5%. The position will drop off the account automatically—no manual closing trades are necessary. Same with XSP/SPY. We generated an ROI of 1.3% in just 10 days!

🏆 Active Trade Tracker

• US 500 (IG): +2.50% Tax Free Expiring Today
• S&P 500 (IBKR): +1.30% Expiring Today
• TLT (Bonds): +0.33% (Target: 1.00%) | Steady support

META: Why We’re Holding After the Post-Earnings Pop

We are pleased to report that our investment in META is now up 26% just three months after our initial entry. Following an impressive 8% post-earnings surge, we remain firmly committed to our position.

While Q4 earnings were excellent, management’s aggressive AI spending forecast for 2026 may lead to a period of "digestion" in the share price over the coming weeks. We view any potential retracement not as a red flag, but as a gift for those who missed the initial move.

The Outlook:

• New Price Target: $846 (representing 14.5% further upside).
• Forward Momentum: With sales and EPS forecasts likely to be revised upward by the Street in the coming weeks, we anticipate our target price may climb even higher.

We have no intention of selling; the long-term AI thesis is only getting stronger.

🚀 Portfolio Spotlight: Alphabet (GOOGL)

We want to highlight Alphabet (GOOGL), which is now up 121% since we bought it last May.

• The Strategy: While we are approaching our target selling price, we will continue to hold. We foresee further analyst upgrades to both price targets and sales estimates as Gemini 3 and the Apple AI partnership scale.
• Earnings Watch: Alphabet reports earnings next Wednesday, February 4. We are riding this higher, but if any pullback occurs after earnings, we would view it as a prime buying opportunity.
• Note: We would not be buyers of the stock at these current record-high prices.

📋 Long-Term Buy Watchlist Update

• Watchlist Changes: We are removing AMD, ANET, and CCL from our watchlist. Their share prices have jumped significantly; we didn't pull the trigger early enough, and they have moved up too much for our current entry criteria. We are replacing them with NVDA.
• Current Watchlist: NVDA, CRM, ORCL, PYPL.
• DELL Update: A major update on DELL. The stock has now broken out of its recent short-term downtrend. We believe DELL offers great value below $120 and, provided it remains outside that downtrend, we intend to initiate a position early next week.

Reminder: This watchlist is for high-quality companies we are getting ready to buy for our long-term portfolio (more than 3 years), but we are not ready to act on them just yet as we wait for technical downtrends to exhaust.

Market Review for Thursday, January 29, 2026

Overview: The day was defined by "AI spend anxiety." While Microsoft beat earnings, investors punished its heavy AI capex. Conversely, Meta’s AI-driven ad growth sent its stock soaring. In commodities, a "flash crash" in metals saw gold and silver drop 10% from record highs in a single hour of chaotic profit-taking.

🏛️ FX & Crypto Review

• EUR/USD: Eased slightly to 1.1965 as the Dollar found late-day support.
• Bitcoin (BTC): Plunged -5.5% to $84,000, dragging the sector lower.
• XRP: Remained under pressure, consolidating below $1.90.

📈 Major Indices & Commodities

• S&P 500: Slipped -0.13%, closing at 6,969.01.
• Nasdaq Composite: Fell -0.72%, finishing at 23,685.12.
• Dow Jones Industrial Average: Inched up +0.11%, closing at 49,071.56.
• Gold: Highly volatile; hit $5,600 before a flash crash to settle near $5,400.
• Silver: Retreated from $121 to settle at $116.00.
• WTI Crude Oil: Jumped +4.0% to $65.60 on rising US-Iran tensions.

🎟️ The Golden Ticket Referral (Exclusive Extension)

Success is better shared. Because we value customer loyalty above all else, we want to give your friends a head start that isn't available to the general public.

Normally, we offer a 1-week trial. However, because they are referred by a member like you, we are increasing their Free Trial from 1 week to 4 weeks (a €99 value) on the Pro Plan.

Note: This extended 4-week trial is exclusive to referrals. It is our way of rewarding the community and ensuring your friends have enough time to see the results of our high-probability trades.

• For Them: 4 Weeks of Pro Mentoring for FREE (No credit card required).
• For You: €99 OFF your next renewal once they join.

👉 https://buy.stripe.com/6oEcNid72fNIeJydQZ

📞 Strategy Call Assistance

If you require assistance with trade setup, risk management, or strategy review, please schedule a strategy call.

• PREMIUM Plan Members: Strategy calls are included in your plan.
• All Other Members: Strategy calls can be scheduled at a rate of €100 per half hour.

Happy Investing

Share Navigator Support

www.sharenavigator.ie

Hi there,

Meeting Recording

Note: Summary notes of the meeting are below the video in this article.

• IG Index S&P 500 Strategy Update Stephen Cox provided an update on an IG Index trade, noting it is expected to expire worthless the following day, which is beneficial since they sold the insurance policy, expecting to profit about 2.5%. They plan to reapply the trades for the February 27th expiry, targeting a slightly higher return of over 3.5% with a 95% probability of profit, and advised attendees that no action is needed on the current trade as it will disappear on Saturday (00:02:35).
• Interactive Brokers S&P 500 Strategy and TLT Trade The Interactive Brokers sister strategy, using the XSP instrument (a tenth the size of the S&P), is also up 1.29% and is expected to expire worthless, suitable for those outside the UK and Ireland for tax purposes (00:03:40). Stephen Cox also discussed the TLT trade, a longer-term play on US interest rates, where they sold a put option to insure its value at $86, noting that TLT goes up when interest rates decline and pays a 4% dividend (00:04:43).
• Discussion on TLT Trade Timing and Geopolitical Risk Stephen Cox believes interest rates are more likely to decrease, supporting the TLT play, which yields 1% premium and is considered a "steady Eddie play" (00:06:51). Richard Fitzgerald inquired about entering the TLT trade now, and Stephen Cox advised them to proceed, suggesting the February 20th expiry at the $86 strike, despite the lower premium of half a percent, given the low margin requirements and sensibility of owning the stock if assigned (00:07:48). Stephen Cox recommended that exposure to TLT should be kept to less than 50% of the account size due to its lower risk profile compared to tracking a bond (00:09:26).
• Introduction of the Quant AI Feature Stephen Cox introduced "Quant," their new AI feature accessible through the knowledge base, designed to answer member questions instantly and provide relevant links and screenshots to fast-track information (00:10:18). They demonstrated how it can assist with general queries, even with spelling mistakes.
• SPX vs. SPY and Next S&P 500 Trade Stephen Cox clarified the difference between SPX (S&P 500 index), XSP (micro version of SPX), and SPY, explaining that XSP is cash-settled without assignment of shares, unlike SPY (00:12:12). The next trade for the US 500 challenge will target the February 27th expiry, selling the 6,500 put on SPY, which provides a 7% buffer before losses occur, resulting in a high 98% probability of profit (00:13:17).
• Risk Management Strategy for S&P 500 Stephen Cox explained that in the event of a significant market downturn, like the 2% chance of a large drop, their risk management plan involves rolling out and down to a later expiry and lower strike price to bring the break-even point down significantly (00:15:21) (00:21:25). They stressed that this conservative strategy, while making less money in a bull market, offers more consistency over time (00:16:17).
• Clarification on Interactive Brokers and IG Index Trade Closure Stephen Vajda questioned if Interactive Brokers requires closing contracts that expire worthless, to which Stephen Cox confirmed that no action is required unless the option is "in the money" (00:16:17). Brendan O'Reilly 262626 asked about using guaranteed stop-loss on IG index, which Stephen Cox advised against, preferring an alert system at the 6600 level to initiate the roll-out and down strategy (00:18:23). Stephen Cox generally prefers the IG index for those in the UK/Ireland and Interactive Brokers for those outside, citing the physical asset assignment benefit of SPY on IBKR, but emphasizing that taking prompt action is key in both cases (00:20:32).
• Currency and Commodities Market Observations Stephen Cox noted that the Euro dollar is near 1.20, suggesting that it's a favorable time for Eurozone residents to buy US assets due to the currency exchange rate (00:21:25). They addressed an artificial drop in natural gas prices due to a contract rollover, not a market collapse (00:22:29). Regarding gold and silver, Stephen Cox noted that a weakening dollar is supporting price jumps (00:23:30).
• Investment and Trading Perspectives on Gold and Silver Stephen Cox advised long-term investors holding gold to stay in the trade as long as the uptrend continues, while traders should wait for a pullback before re-entering (00:23:30). He expressed nervousness about silver's parabolic highs, suggesting investors should consider reducing holdings and that new entrants should wait for a pullback to the $100 level before buying (00:24:28).
• Analysis of Meta and Microsoft Earnings Stephen Cox discussed Meta stock, which the team already owns and is up significantly following positive earnings (00:25:37). They advised current holders to continue holding, as the target price of $840 is expected to rise, but cautioned against new purchases, anticipating a potential short-term pullback due to increased AI spending (00:26:43). Microsoft, which the team does not own, saw its stock drop 8% pre-market due to market disappointment over its cloud services growth rate. Stephen Cox advised waiting to see where the stock settles, noting that the market is becoming more selective with AI stocks, but the underlying growth trajectory for Microsoft remains positive (00:28:11).
• Review of Google (Alphabet) Stock Stephen Cox used Google as an example of a successful investment, currently up 120%, with no intention of selling, as the analyst target price continues to increase from $220 to $348, reflecting the uptake in Gemini and cloud services (00:30:18). They contrasted Google's intact uptrend with Microsoft's lower-lows trend, emphasizing the need to wait for the downtrend to end before investing in Microsoft (00:31:32).
• Amazon Stock Discussion Richard Fitzgerald asked for Stephen Cox's opinion on Amazon, noting the potential for a triple top formation on the chart (00:31:32). Stephen Cox stated that while fundamentals show about 25% upside, they are concerned by the stock's struggle to take out its previous high and recommended waiting until after the upcoming earnings report before taking a position (00:32:28).
• Current Stock Watchlist: Dell, Oracle, and Carnival Corporation (CCL) Stephen Cox highlighted Dell, Oracle, and Carnival Corporation as stocks of interest. Dell is nearing a potential buy after a sustained downtrend and consolidation, driven by high demand for AI servers offset by rising raw material costs, but Stephen Cox wants confirmation the downtrend is over (00:34:24) (00:36:19). They are also interested in Oracle, waiting for its downtrend to end (00:36:19). Carnival Corporation is favored based on the expected benefit from the high wealth of middle to higher-income and retired Americans (00:37:26). PayPal and CRM (Salesforce) are being avoided for now due to new lows and market skepticism regarding their AI products, respectively (00:36:19) (00:38:32).
• Discussion on Cotera Energy and Market Outlook Brendan O'Reilly 262626 asked if it's time to sell Cotera Energy, and Stephen Cox advised taking the profit, noting the stock's notorious volatility, despite favorable conditions with rising oil and natural gas prices (00:38:32). Stephen Cox summarized that the S&P 500 short put strategy should be the majority of trading, and TLT options are a good play (00:41:31). They project a possible 5–10% shakeout in the stock market in the first three to six months of the year, which should be viewed as a buying opportunity, expecting the S&P 500 to reach 8,000 by year-end due to AI efficiencies and a broader rally (00:42:33).
• Copper Market Analysis Tom Walker requested an analysis of copper, which has recently jumped. Stephen Cox linked copper demand to renewable energy expansion and data center needs, noting recent consolidation has broken out to a new high (00:44:44). He advised traders to take profits now and wait for a pullback, emphasizing that copper prices are also correlated with the US dollar's value—a weakening dollar drives copper prices up (00:47:01). They warned that these metals can sell off aggressively and require a high nerve to trade, unlike the S&P 500 short put strategy (00:50:00).

Final Remarks and Quant Tool Reminder Stephen Cox concluded the meeting by reminding attendees to use the new Quant AI tool for instant answers, and if Quant cannot assist, to request an agent for further support (00:50:00).

📞 Strategy Call Assistance

If you require assistance with trade setup, risk management, or strategy review, please schedule a strategy call.

• PREMIUM Plan Members: Strategy calls are included in your plan.
• All Other Members: Strategy calls can be scheduled at a rate of €100 per half hour.

Happy Investing

Share Navigator Support

www.sharenavigator.ie

Hi there,

Daily Market Update:

We are having a spectacular week. I’ve just updated the numbers, and the US 500 Challenge is now sitting at 2.36% tax-free.

With this trade set to expire this Friday, we are on track for a 2.5% ROI in less than 10 working days. This is the power of selling time premium and high-probability trading at its best. By focusing on high-probability setups, we let time decay work in our favor to capture consistent gains while others are chasing the noise.

🏆 Active Trade Tracker

We are managing these closely as we head toward the Friday close. Both the S&P and TLT have seen nice bumps.

• US 500 (IG): +2.36% (Target: 2.50% Tax Free) | Expiring Friday
• S&P 500 (IBKR): +1.26% (Target: 1.30%) | Expiring Friday
• TLT (Bonds): +0.48% (Target: 1.00%) | Steady support

🏛️ Market Pulse: Gold Smashes $5,200

The primary driver this week is a massive de-leveraging of the US Dollar, which has acted as rocket fuel for precious metals.

• Gold & Silver: Gold has shattered the $5,000 milestone and is currently trading near $5,234/oz. Silver followed suit, exploding toward $113.63/oz.
• Indices: The S&P 500 is hovering near record highs of 6,978. Tech remains the leader, but we are watching for signs of temporary exhaustion.
• Forex: The NY Fed and Bank of Japan's intervention efforts have successfully pushed USD/JPY down to the 152.55 level.
• Crypto: Bitcoin is holding steady near $89,000, showing resilience despite the "risk-off" rotation into physical gold.

📋 Watchlist Performance & "Buy Triggers"

We are waiting for technical exhaustion on these high-quality names. Important: Please keep checking EquityScan for real-time technical alerts and rating changes on these names.

• DELL ($114.66): Testing lower support. We are looking for a break back above the 50-day average. Check EquityScan for the "Trend Reversal" signal.
• AMD ($252.03): Recovering slightly after Monday's dip. We want to see a solid base form before we pull the trigger.
• CCL ($28.69): Carnival is showing strong relative strength as cruise demand for 2026 hits record levels. We are watching the $28.00 support level closely. If it holds and EquityScan issues a "Buy" rating, we may look to scale in.

🎟️ The Golden Ticket Referral (Exclusive Extension)

Success is better shared. Because we value customer loyalty above all else, we want to give your friends a head start that isn't available to the general public.

Normally, we offer a 1-week trial. However, because they are referred by a member like you, we are increasing their Free Trial from 1 week to 4 weeks (a €99 value) on the Pro Plan.

Note: This extended 4-week trial is exclusive to referrals. It is our way of rewarding the community and ensuring your friends have enough time to see the results of our high-probability trades.

• For Them: 4 Weeks of Pro Mentoring for FREE (No credit card required).
• For You: €99 OFF your next renewal once they join.

👉 https://buy.stripe.com/6oEcNid72fNIeJydQZ

📞 Strategy Call Assistance

If you require assistance with trade setup, risk management, or strategy review, please schedule a strategy call.

• PREMIUM Plan Members: Strategy calls are included in your plan.
• All Other Members: Strategy calls can be scheduled at a rate of €100 per half hour.

Happy Investing

Share Navigator Support

www.sharenavigator.ie

Hi there,

🏆 US 500 Challenge & Option Trade Updates

We are off to a fantastic start to 2026! We encourage all our viewers to invite their friends to the US 500 Challenge and follow along as we target consistent, disciplined returns.

We are on a roll! 2% tax-free in 2 days. 🚀

To celebrate, I’ve created a 'Golden Ticket' for you to pass on to a friend. If they sign up, they get 1 week of Pro Mentoring for FREE, and you get €99 off your next renewal.

There is zero risk for them—they can cancel at any stage if it's not for them. It’s a total win-win. Simply give them the following link to sign up: No Credit Card is required for them to register.

https://buy.stripe.com/14k7sY6IE30W30Q00b

🌎 Financial Market Preview: Week of January 26, 2026

This week is arguably the most consequential of the year so far. We face a "triple threat" of market catalysts: the first Federal Reserve rate decision of 2026, a massive wave of Big Tech earnings, and a historic surge in precious metals driven by geopolitical friction.

📈 Equities: The "Big Tech" Gauntlet

After a volatile start to the month, the S&P 500 is trading just below pivotal resistance. This week's "Magnificent 7" reports will determine if we break to new highs or see a deep correction.

• Earnings Heavyweights: * Wednesday: Microsoft, Meta Platforms, and Tesla.

• Thursday: Apple.
• The Fed Factor: On Wednesday, the FOMC is widely expected to hold rates steady at 3.50%–3.75%. However, the focus is entirely on Chair Jerome Powell’s press conference. Markets are looking for clues on whether the Fed will push back against the White House's public calls for more aggressive rate cuts.

⚱️ Metals: Gold and Silver Go Vertical

Precious metals are the story of the decade right now. A combination of a weakening US Dollar and escalating tensions in the Middle East (specifically regarding Iran) has sent prices into a frenzy.

• Gold (XAU/USD): Gold has officially smashed through the psychological barrier, trading above $5,000 for the first time in history. Support is now being built near $4,945.
• Silver (XAG/USD): Silver is outperforming even gold, surging past $105 and eyeing the $110 mark. With structural supply deficits entering their fifth year, "buy the dip" remains the dominant strategy for many.

💱 FX: The Dollar’s "Credibility Discount"

The US Dollar (DXY) is reeling, hitting 4-month lows near 97.00.

• EUR/USD: The pair is testing the 1.1900 level. While Eurozone growth remains mediocre, the Euro is winning by default as investors flee USD-denominated political risk.
• GBP/USD: Sterling is pushing toward 1.37, bolstered by better-than-expected UK retail sales and a re-acceleration in inflation (3.4%), which suggests the Bank of England may stay "higher for longer" compared to the Fed.

🛢️ Commodities: Energy Tension

• Oil (WTI & Brent): Prices jumped nearly 3% last week as the US deployed an "armada" toward Iran. WTI is currently holding near $61, but gains are being capped by a massive supply surplus projected for the rest of 2026.
• Natural Gas: Seeing a massive spike (+15%) this morning due to "freeze-offs" and heavy inventory depletion in the US.

Key Economic Indicators This Week

• Tuesday: US FHFA House Price Index & Consumer Confidence.
• Wednesday: Fed Interest Rate Decision & Press Conference; US Trade Balance.
• Thursday: Apple Earnings; US Durable Goods Orders; Eurozone GDP.
• Friday: US Wholesale Inventories; Japan Unemployment Rate

📞 Strategy Call Assistance

If you require assistance with trade setup, risk management, or strategy review, please schedule a strategy call.

• PREMIUM Plan Members: Strategy calls are included in your plan.
• All Other Members: Strategy calls can be scheduled at a rate of €100 per half hour.

Happy Investing

Share Navigator Support

www.sharenavigator.ie

Hi there,

🏆 US 500 Challenge & Option Trade Updates

We are off to a fantastic start to 2026! We encourage all our viewers to invite their friends to the US 500 Challenge and follow along as we target consistent, disciplined returns.

We are on a roll! 2% tax-free in 2 days. 🚀

To celebrate, I’ve created a 'Golden Ticket' for you to pass on to a friend. If they sign up, they get 1 week of Pro Mentoring for FREE, and you get €99 off your next renewal.

There is zero risk for them—they can cancel at any stage if it's not for them. It’s a total win-win. Simply give them the following link to sign up: No credit card is required for them to register.

https://buy.stripe.com/14k7sY6IE30W30Q00b

📋 Long-Term Buy Watchlist

A reminder that these are high-quality companies we are getting ready to buy, but we are waiting for their specific technical downtrends to exhaust.

• Current Watchlist: DELL, ANET, AMD, CRM, ORCL, PYPL, CCL.

📅 Market Review for Friday, January 23, 2026

Overview: Markets finished the week mixed. Intel’s weak guidance caused a -17% crash in its stock, weighing heavily on the Dow. However, the S&P 500 and Nasdaq managed to edge higher as investors rotated back into other mega-cap tech names and safe-haven assets.

📈 Major Indices

• Dow Jones Industrial Average: Fell -0.58%, closing at 49,098.70.
• S&P 500: Gained +0.03%, closing at 6,915.61.
• Nasdaq Composite: Gained +0.28%, closing at 23,501.24.

🏛️ Bonds, FX & Commodities

• Gold: Surged +1.4% to $4,980 (closing in on the $5,000 milestone).
• Silver: Exploded higher to a record $102.60 per ounce.
• WTI Crude Oil: Advanced to $61.15 per barrel.

📊 Specific Stock Performance (Verified Closing Prices)

• AMD (Advanced Micro Devices): Up +2.35% ($259.68). Watchlist: A massive relative strength winner, catching the rotation out of Intel.
• META (Meta Platforms): Up +1.72% ($658.76). Strong performance, recovering from early-week volatility.
• DELL (Dell Technologies): Down -1.49% ($115.43). Watchlist: Faced some selling pressure; we remain on the sidelines waiting for a base.
• GOOGL (Alphabet Inc.): Down -0.73% ($328.43). Eased slightly alongside broader software consolidation.
• ORCL (Oracle): Down -0.59% ($177.13). Watchlist: Continued its consolidation phase.
• PYPL (PayPal): Down -0.93% ($56.62). Watchlist: Still searching for technical support.
• STZ (Constellation Brands): Down -1.23% ($158.75). Pullback as defensive rotation slowed.
• NVO (Novo Nordisk ADR): Down -0.02% ($62.22). Effectively flat, holding onto its massive gains from the prior week.
• PFE (Pfizer Inc.): Down -0.10% ($25.65). Remained stable in a quiet session for pharma.
• FLTR.L (Flutter Entertainment): Down -2.60% (13,105.00p). Hit hard in London, breaking significantly below the 13,500p level.

📞 Strategy Call Assistance

If you require assistance with trade setup, risk management, or strategy review, please schedule a strategy call.

• PREMIUM Plan Members: Strategy calls are included in your plan.
• All Other Members: Strategy calls can be scheduled at a rate of €100 per half hour.

Happy Investing

Share Navigator Support

www.sharenavigator.ie