Geopolitics is still in the mix. Iran's IRGC is back in the headlines after another tanker incident near the Strait of Hormuz over the weekend, and oil is still sticky in the mid-$90s. Trump has not restarted the Pakistan track, and the White House confirmed Kevin Warsh will be sworn in as Fed chair in a couple of weeks. The week ahead is calmer on the calendar than the one we just left behind: ISM Services on Tuesday, a heavy slate of mid-cap earnings through Thursday, and consumer credit Wednesday. Nothing that should derail the tape on its own, but plenty of room for headlines to push things around.

The pullback is what put this watchlist together. Four names cleared the screener with Setup Scores in the Average-to-Good range and IV that finally pushed enough premium to make short-dated puts worth a look. NVDA is the cleanest read, followed by Citigroup on the financials side, with LRCX and AMAT rounding things out as the higher-IV semis plays. Cushions are tight across the board after April's rally, so we are watching how Monday opens before forcing anything in.

In case you missed it, go check out last week's trade recap!