 Now let's get to today's trending trades. We have Melissa Armo with us founder and owner of the Stock Swoosh and Sean Cruz TD Ameritrade network contributor to break down some big movers today. Great to see you both. So Melissa, we were looking at some of the names that you liked and one was the retail store of Costco. Why is that? Well Costco's been holding up pretty good here for a while and again just recently made new highs. So any stock that is as strong right now is the market because the market has hit up over the highs in the S&P and again the Nasdaq 100. You wanna go with the strong stocks that are going with the market right now if you're sticking with longs, if you're still in longs. So Sean, so we talk about a name like Costco which has been I guess a retail star year to date. It's up 20% so that is a star no doubt. But what is the, what are the trader talks about retail in general and Costco? Yeah, I think right now traders are really looking for the retail companies that are able to start delivering on the product mix of matching in-store sales with their e-commerce segment. And we've seen that out of Costco. They've been able to grow e-commerce 20% year over year and they're still able to drive significant in-store traffic which speaks to brand loyalty, the quality of their merchandising. They're still able to get people in, their membership renewal rates are also strong. So that's really what you wanna see how this segment is a strong loyal customer base and your ability to maintain solid margins from that customer base. And those membership programs those loyalty membership programs get everybody sucked in. Sean, we looked at Microsoft's, it's a trillion dollars market cap. Any thoughts on Microsoft? It's really quite impressive the ability that the CEO Sian Nadell has been able to shift the focus of that company into more subscription base. He's definitely made strong moves into the cloud space. And I think right now we've heard of software as a service was kind of the catchphrase years back for where you want to see these emerging tech companies right now infrastructure as a service is what I think the new thing is gonna be moving forward. And the two companies that are leading that right now is Microsoft with their cloud services. And then it's also Amazon with Amazon Web Services. It used to be Amazon had a pretty commanding lead over Microsoft in that realm but they've certainly been able to close that recently. And right now between Microsoft and Amazon that's about 57% of the infrastructure as a service space. So there's definitely the two lead players far behind them are gonna be Oracle and IBM. And it's down a little bit right now today but year to date Melissa it's up 27% and you like this stuff. Well it had such a strong earnings reaction. It gapped up and went up to brand new Altem highs hit well over 130. And so even though it's falling a little bit now I don't have a problem with it. I mean when you look at the sector itself because Google was down I mean it's dragging a little bit probably because of that. But I wouldn't worry about Microsoft. That chart is so strong it's just up up up up up. It's almost like straight up like a rocket. So what kind of potential does it have over the next couple of years? I don't think 150 is out of sight for Microsoft. And I'm not gonna give you the exact second time in a day that that's gonna happen. But I mean it is heading towards there. Just similar to Disney. I think we talked about Disney the last time. Disney's heading to 150 as well. Again I don't know when. Disney has earnings out. I think it's May 8th or 9th. I have to look at the calendar. But that's another one if Disney has good reports that can come up to the 150 level. So a lot of these stocks have so much potential the potential right now in these strong stocks as long as the market stays strong too is to the upside. And I think the S&P is gonna get to that the 3000 level. The spy hits the 300. The QQQs are headed to 200. I mean there's almost seems like nothing is stopping this market. And Microsoft has a pretty powerful tail when in terms of a secular trend. And that is companies modernizing their tech resources. And that's why you wanna look at infrastructure as a service. When companies go to modernize that's really what they're doing. Modernizing their infrastructure. And it looks like Amazon and Microsoft are the two players they're gonna benefit from that trend the most. So what I was just talking to Matt Cheslock from Virtue Financial and he said one of the themes he's seeing is that people are getting into individual stocks rather than passive investing or ETFs because they don't wanna miss. They have this fear of missing out Sean. And to Melissa's point we have Disney, New High, Microsoft, New High, S&P, New High. But are you hearing from people that there is still optimism out there and what are the options saying for the bets of which way we go? I think so and one if you just look at the option market in general they're pointing to not much fear on the horizon from investors. And that's why you have the VIX at incredibly low levels. But when you look at these individual names some of these names are incredibly high fliers. So we do see TD Ameritrade clients and just investor across the board get exposure to them by using options because it's a more efficient use of capital to get that exposure. And I think they're moving into individual names more than they maybe previously has been. As you're starting to see breakdowns in these correlations in the sector. I think the FAANGs is one that you can look at. There's really starting to be a divergence in the FAANG names. Amazon is starting to take on its own unique risk profile separate from Facebook. Which is separate from Netflix, separate from Google. So I think right now investors are being a little bit more picky about where they want to go and what risks they want to take on in their portfolios. Here's what I want to say. What I think people should focus on and this is like the new thing. Whoever is doing content creation creating their own content. Which Apple TV, Apple's creating their own shows Netflix creating their own shows Disney's creating their own shows. That is the future. Okay, because you can watch shows on the internet now you can watch shows on TV. That is where I think some of these are just gonna explode and it's a function of which is gonna be the one that's really gonna go first. And again, Netflix looks fantastic. Netflix is headed towards that 400 number again. All right, and that's exactly what we're gonna be discussing in our next topic. So you did a very nice segue for us Melissa. We appreciate that very much. Melissa Armo founder and owner of the Soxwoosh Sean Cruz, TD Ameritrade Network contributor. Great discussion and I know another one you liked Melissa, it was all done. We didn't get a chance to get to it. But thanks for joining us on the show. Still ahead.