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Momentum Monday - I Blockade You!!
Howard Lindzon
April 13, 2026
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Good morning…
We have ourselves a blockade!
I do not have a blockade playbook, but oil is up and JD Vance is 0 for 2 the last week. He probably had no chance working an Iran deal and in Hungary his boy was a loser.
Ivanhoff and I toured the markets as always and there continues to be incredible momentum and resilience in semiconductors, space, select biotech and small cap technology stocks.
I think the most incredible development has been the ability of the market to absorb almost a complete trillion dollar plus wipeout of software stocks.
We share a few fresh ideas as well…
Welcome back to Momentum Monday!
In today’s episode of Momentum Monday, Ivanhoff and I discuss the following:
Market Resilience and AI Infrastructure
Semiconductor Evolution and Memory Boom
Software Sector Divergence
Shifting Fintech and Brokerage Leaders
Biotech and Satellite Growth
Redefining the Technology Watch List
In This Episode, We Cover:
Here are Ivanhoff’s thoughts:
Year-to-date, crude oil is up 70%, the small-cap index Russell 2k is up 6%, and the S&P 500 is flat. The semiconductors ETF, SMH, is up 23% and sitting at new all-time highs, while the software ETF, IGV, is down almost 30% and at multi-year lows. A true market of stocks environment.
There’s a two-week ceasefire in the Middle East. The moment it became clear, most AI-infrastructure stocks had a quick V-shaped recovery. Some of them were rising even ahead of the peace talk negotiations announcement. Now, we are at a point when many are extended for fresh swing entries – MRVL, GLW, NBIS, TER, AVGO, AMD, AEHR, AAOI, HUT, AXTI, TTMI, INTC, BE, LRCX, SNDK, etc. This velocity of the rally means two things: one, it caught many unprepared and underinvested; and two, the next pullback will very likely be bought aggressively.
In the meantime, crude oil remains a wild card. There’s a reason I called the real Vix of 2026. If peace negotiations fall apart and crude oil resumes its ascent, everything that rallied in the past week and a half will come right back.
And here are the charts discussed:
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