Monday Market Open

The Market’s Got Its MOJO Back! Cue the sax riff — the bulls are back and they’ve got chest hair and confidence. Last week was doom and gloom; this week it’s pure Upfinity, baby. Charts are strutting, bears are sweating, and every green candle’s got a little swing in its step.

This is mojo management. Volatility’s gone limp, risk is purring again, and your portfolio just asked for a martini. Forget fear — this is the part of the movie where Austin winks at the camera and presses the buy button.

Stay groovy. Stay levered. Buy the dip, baby.

Market Look
GAP UP MONDAYS

Risk-on energy everywhere after DC + Beijing floated a trade “framework” at the ASEAN circus—Xi/Trump pow-wow is teed up for later this week, and the market’s treating it like peace in our time.

Meanwhile Trump’s Asia tour hit Japan today, but what happened with Canada? Trump sidelined Slick Mark Carney after an anti-Tariff ad stirred up emotions in the Oval Office. But the markets DGAF about Canada. Ouch.

Top Picks
JOKER’S SELECTION: $PATH

UiPath ($PATH) is turning into a full-blown retail darling. Fundamentals? Fire. They’ve beaten earnings estimates for nearly a full year straight, and now the meme-stock degenerates are catching on.

The AI automation narrative is piping hot again, and $PATH sits right at the cross-section of buzzwords that print money: “agentic AI,” “enterprise automation,” “NVIDIA partnership,” “OpenAI integration,” “Snowflake collab.” Every AI name-drop is another hit of crack, and the market’s addicted.

Over in options land, the Jan 2026 $20 calls are lighting up like a Vegas strip — open interest climbing and holding, which means the big boys are camping there, not just passing through. If this thing keeps momentum, we’re looking at a genuine face-ripper, not just a sympathy bounce.

Macro
VIX GETS BEAT DOWN

The volatility index finally got humbled after last week’s chaos. Remember all that panic? The “this is it” doomsday chatter? Yeah, that aged about as well as FTX merch.

The VIX cratered back into the mid-teens, signaling the bears have officially run out of breath. That panic dip we saw last week? Straight-up generational buying opportunity.

It’s the same story every cycle — fear spikes, algos feast, diamond-hands win. The market looks alive again, liquidity’s flowing, and everyone’s pretending fundamentals matter until the next headline hits. But right now, the playbook’s simple: the bull is back, and he’s hungry.

Big Picture
BIG EARNINGS WEEK

This week’s about to be absolute fireworks. Five of the Magnificent Seven — AAPL, MSFT, AMZN, GOOGL, and META — report earnings. That’s basically half the S&P’s soul checking in within five trading days. If these giants keep the beat streak alive, we’re talking about another massive leg higher in the bull run.

Early signs are hot: Celestica (CLS) just dropped numbers after hours and instantly popped 10% on the back of a monster quarter. Investors are already high on hopium that Big Tech will follow suit.

Combine strong earnings, crushed volatility, and a sprinkle of China optimism — and you’ve got the perfect setup for a Monday melt-up. We’re so back, and you can feel it in the charts.