Let me take you back almost exactly one year…
April 2025.
The market was choppy… Headlines were noisy and filled with tariff fears and uncertainty….
Investors were hesitant, and most people were doing what they always do in moments like that: waiting, watching, and sitting on the sidelines.
But I didn’t.
Instead, I leaned in, because I recognized what was really happening beneath the surface—a special situation environment.
That’s when I launched the Special Situations Portfolio. And in less than a year, it beat the market by 36%.
Not because we got lucky, but because we understood something most investors miss: volatility creates opportunity.
Inside that portfolio, we didn’t just outperform—we had multiple triple-digit winners, including names like $DEFT ( ▲ 4.12% ), $AXON ( ▲ 4.71% ) , and $CRDO ( ▲ 10.98% ).
Those weren’t obvious at the time. They became obvious later.
And now, I’m seeing something very similar setting up again.
The headlines are loud, the uncertainty is high, volatility is back, and once again, investors are hesitating.
But when I step back and look at the bigger picture, I see something very different. Long-term trends are still intact, strong sectors are pulling back temporarily, high-quality names are getting mispriced, and capital is rotating—not leaving.
This Is Not A Breakdown. This Is A Reset.
Resets like this don’t destroy opportunity—they create it. And I believe we are right in the middle of one of the best setups we’ve seen in months.
In fact, I’ve already acted on it.
I’ve built a new Special Situations Portfolio, starting with four new positions that I believe are positioned to benefit directly from what’s happening right now.
These are carefully selected opportunities based on dislocation, timing, and powerful underlying trends. That’s exactly what I’m going to walk you through live this Wednesday at 7pm ET.
During this event, I’m going to break down why this pullback is creating a major opportunity, how I identify special situations before they become obvious, the key trends driving the next move higher, and how you can position yourself right now.
I’ll also show you something I’ve been pounding the table on—the Electrification of Everything—a trend that’s already starting to play out in a big way, and a portfolio that’s already outperforming in just the last couple of weeks.
The Bottom Line
Most investors will look back at this moment and realize they should have done more. But by then, the easy money will already be gone.
Because markets move fast after periods like this—they always do.
Join me live this Wednesday at 7pm ET, and I’ll show you exactly how I’m positioning right now.
This is not a time to sit back. This is a time to get positioned.
Here’s to the future,
Matt McCall
Founder, NXT Wave Research
