We're Buying 6 Stocks Amid U.S.-China Trade Developments

Symbol	Transaction Type	# Shares Traded	Recent Price $	Shares Owned After Trade	% Portfolio
AMZN	Buy	20	210	881	3.9
AXP	Buy	90	295	580	3.6
BROS	Buy	467	66.75	2,520	3.55
ESTC	Buy	173	90.50	1,965	3.75
META	Buy	35	630	283	3.75
MRVL	Buy	70	65	2,845	3.9

After you receive this Alert, we will make the following trades:

-- Buy 20 shares of Amazon AMZN at or near $210. Following the trade, AMZN shares will account for roughly 3.9% of the Pro Portfolio’s assets.

-- Buy 90 shares of American Express AXP at or near $295. Following the trade, AXP shares will account for roughly 3.6% of the Pro Portfolio’s assets.

-- Buy 467 shares of Dutch Bros BROS at or near $66.75. Following the trade, BROS shares will account for roughly 3.55% of the Pro Portfolio’s assets.

-- Buy 173 shares of Elastic ESTC at or near $90.50. Following the trade, ESTC shares will account got roughly 3.75% of the Pro Portfolio’s assets.

-- Buy 35 shares of Meta META at or near $630. Following the trade, META shares will account for roughly 3.75% of the Pro Portfolio’s assets.

-- Buy 70 shares of Marvell MRVL at or near $65. Following the trade, MRVL shares will account for roughly 3.9% of the Pro Portfolio’s assets.

As we outlined in today’s Daily Rundown video, we will see the market rebound continue this morning, fueled by the de-escalation in tariffs between the U.S. and China, and that is leading us to put some cash to work. These developments reduce tariff-related headwinds and dial back uncertainty in the market, but we also suspect it is leading to short-covering for certain parts of the market, such as retailers, that would have felt the worst of the tariff brunt.

While we make these moves, we recognize there could be some fits and starts in the market along the way as the U.S. and China negotiate further, and we can’t rule out bombastic comments from President Trump. We will continue to focus on the data, recognizing the market is likely to give this week’s April inflation and retail sales data a pass following trade developments. We also suspect these trade developments should help pave the way for other trade deals in the coming days. That combination is likely to help lift EPS expectations for H2 2025 and 2026, adding to the market’s move higher.

For those reasons, we are putting capital to work, and are also resuming our hunt for new contenders.

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More Pro Portfolio:

(Please note that we are looking to execute these trades at or near the share price mentioned above. Once the trade is completed, subscribers can see the trade's executed price here. Be sure to toggle the chart to sort by Purchase Date.)

At the time of publication, TheStreet Pro Portfolio was long AMZN, AXP, BROS, ESTC, META and MRVL.