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Sean McLaughlin

[Options Premium] Applied Digital

 

Can we ever have enough exposure to the investing theme that is likely to dominate the narrative for years to come?

Regardless what you feel about artificial intelligence, it's here to stay. And there will be tremendous wealth...

August 8, 2025
All Star Options
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Jeff Macke
Jeff Macke

Week In Review: August 8th

Peloton scores a beat and an Upgrade. More Trades!

Below is my weekly video for members of Macke's Retail Roundup.

Peloton beats by a mile and goes up ~0%. Crocs misses because of Tariffs and crashes over 20%. Dutch Bros goes anti-Starbucks and rips higher. Has the market gone...

August 8, 2025
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
$AMZN
$PTON
$COST
$TKO
$ONON
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Sean McLaughlin headshot
Sean McLaughlin

[Options P2P] Daily Digest 8/8/25

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

  1. New position in IWM.
  2. No adjustments are needed today.
  3. No exits since the last report.
  4. Current status of open campaigns...
August 8, 2025
Options Paid to Play
Paid To Play
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The Daily Beat - August 8, 2025 📈

Earnings season may be winding down, but it’s not going quietly.

We just got 38 fresh S&P 500 earnings reactions, and they brought fireworks on both ends of the spectrum. 

Medical device makers and industrial...

August 8, 2025
Daily Beat
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steve strazza headshot
Steve Strazza

Altcoins Are ARK Stocks

I like to think of Bitcoin as just another mega-cap growth stock.

I treat it like I treat the Magnificent Seven names because it acts like one of them. 

This simple and straightforward intermarket analysis has worked cycle after cycle...

August 8, 2025
The Strazza Letter
Strazza
MCvsEW 08082025
grant hawkridge headshot
Grant Hawkridge

Breaking a 22-Year Ceiling 🚀

Today's number is... 22

The S&P 500 market-cap vs equal-weight ratio just cleared a long-term base — its first breakout in 22 years.

Here’s the chart:

 

Let's break down what the chart shows...

August 8, 2025
The Daily Number
Grant
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Larry Thompson
Larry Thompson

The Bitcoin "Bubble"

It's BS

I was in Philly this week.

There’s just something about that city - you’re hit with the weight of history and how important it is.

History helps us learn from the past, gain perspective, and avoid making the same emotional mistakes again...

August 7, 2025
Thompson's Two Cents
$BTC
$IBIT
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Sean McLaughlin headshot
Sean McLaughlin

[Options P2P] Daily Digest 8/7/25

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

  1. No new positions today.
  2. Adjustment to XLV position.
  3. No exits since the last report.
  4. Current status of open campaigns....
August 7, 2025
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Paid To Play
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The Daily Beat - August 7, 2025 📈

Yesterday’s batch of 30 S&P 500 earnings brought fireworks across the board, with hardware makers, software platforms, insurance firms, and drug manufacturers all delivering market-moving results.

We saw...

August 7, 2025
Daily Beat
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Jeff Macke
Jeff Macke

Peloton Report Card

Expectations are high for Amazon tonight. Here's what to expect

Peloton reported a much better-than-expected quarter and guidance on (almost) every metric! CEO Peter Stern continues to find ways to rip out expenses without increasing churn. 

Put more simply, 18 months ago the question was whether or not...

August 7, 2025
The Macke Letter
Jeff Macke
The Macke Letter
earnings
$PTON
report card

🔎 Planning for the Rotation

📊 Daily ETF Overview 

Tuning into this week’s sector table, leadership is clearly clustering in risk-on corners of the market.

We’re now in a rotation game. Many sectors have already broken out, and now it's time for the...

August 7, 2025
ETF Power Rankings
SPXAprilLows
grant hawkridge headshot
Grant Hawkridge

Let the Big Dogs Run 🐕

Today's number is... 29%

The largest S&P 500 stocks have gained an average of 29% since April — leading from the front, with no signs of stress.

Here’s the chart:

 

Let's break down what the...

August 6, 2025
The Daily Number
Grant

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