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I'm not going to mince words. I have a feeling the market is overlooking the potential for a pop in a smaller semiconductor stock that will be reporting earnings next week. 

This earnings report could wake up the animal spirits in this...

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During our Analyst meeting today, there was a lot of talk about software stocks and some beautiful setups.

But the timing right now is tricky, as many of them are announcing earnings in the next few days.

However, one caught my attention...

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A quick look at my portfolio and it feels like energy stocks are embarrassingly under-represented. 

Today's trade aims to fix this.

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