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Top Beats Sheet (07.25.2025)

This week has been all about the heavyweights - and yesterday proved why we’ve been watching this stretch of earnings season so closely.

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In today’s Daily Digest, we’ll review the following:

  1. No new positions today.
  2. Rolled XME to March options.
  3. No exits since the last report.
  4. Current status of open campaigns....
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📊 Daily ETF Overview 

Notice how persistent the colors are on either end of the table?

What this suggests is that the same industry groups that have been outperforming the market have continued to show strength, while there...

ETF Power Rankings

Artificial intelligence is no longer just a futuristic buzzword - it’s a transformative force reshaping industries worldwide. 

Companies are racing to integrate AI into their operations, but many lack the in-house...

The Beat Report
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Plus a recap from the week and a few favorite podcasts.

Not yet a paid subscriber to Herb on the Street and my Red Flag Alerts? Join the growing club, now in the hundreds, who want to avoid the biggest mistake investors make. You can find out more...

Herb Greenberg's Red Flag Alerts
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It's hard to imagine what it is that these investors are all so bearish about.

I mean, we're in the middle of a bull market, where we know historically it pays way better own stocks than to be selling them. We know. We have the data.

And...

All Star Charts Premium
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We bought some calls in EHang $EH yesterday.

They build autonomous flying cars in China. Some real-life Jetsons stuff.

We also bought some calls in PDD Holdings $PDD.

They are one of the...

Breakout Multiplier
The Strazza Letter
Strazza
Breakout Blog

Today's trade is in a $104B company that provides cybersecurity solutions that is printing new all-time highs.

You know how I feel about all-time highs...

It's late on Friday. Let's get after it.

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Amazon: just buy it

Amazon is selling off on weak guidance. After 30yrs you'd think we'd have learned

Macke's Retail Roundup

In today’s Daily Digest, we’ll review the following:

  1. New position in XRT.
  2. No adjustments are needed today.
  3. No exits since the last report.
  4. Current status of open campaigns...
Options Paid to Play
Paid To Play
Members Only

We’ve got some notable insider transactions hitting the tape.

JetBlue Airways $JBLU Director Nik Mittal just went all in, snapping up 100,000 shares of JBLU.

...
Hot Corner Insider
Insider Buys
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Thursday was a blood bath for most of the companies in the S&P 500 that reported earnings.

It was a great day to be a bear... in most cases.

Stocks like Yum! Brands, Philip Morris, and Tapestry had their best (or 2nd best) earnings...

The Beat Report

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Replays of all our past episodes are always available in the episode archives.