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Every weekend, I dive into our insider activity tracker looking for the most interesting and bullish buys — and this week, it was private equity shops and hedge funds leading the charge.

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

  1. New position in XLB.
  2. No adjustments are needed today.
  3. No exits since the last report.
  4. Current status of open campaigns...
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After bouncing off a key polarity level earlier this year, OKLO now appears poised to reclaim a critical area defined by both the anchored VWAP from the February highs and the VWAP from the all-time lows. ...

Breakout Multiplier
Breakout Blog
pton

Everyone's lost but me.

That's the first and most likely explanation for why I gave Peloton's quarter an A- and Wall Street took the stock out back and shot it.

 

I don't own Peloton shares because I was counting on an incremental 10c...

Pton
 

Peloton shares are down pre-market despite the company doing just about anything analysts could have asked from it.

Churn hit 1.2% despite a massive drop in marketing spend. As mentioned in the preview yesterday, if Peloton can retain the...

Macke's Retail Roundup
Macke's Retail Roundup+
$PTON

Uber $UBER reported mixed results this quarter, topping revenue, but missing EPS expectations. 

Instead of celebrating what seemed to be a decent quarter, the stock dipped 2.5% on the day.

That’s not what strength looks like.

...

The Beat Report
📊 Daily ETF Overview 

Technology just printed its first green box in nearly three months.Yesterday, I touched on the Growth vs. Value ratio and how Growth looks ready to regain leadership as markets recover from recent losses....

ETF Power Rankings

My gut’s been talking lately—and it’s telling me that the odds of a market pullback are on the rise.

After a string of strong sessions, it’s only natural that the market might need to catch its breath. But it’s not just that. If we do...

All Star Options

Uber has significant resistance a little higher. The amount of patterns coming together is pretty impressive.  In no particular order, LOG projection, 1.618 extension, 3 drives to a top w/ a 'nested' butterfly sell along w/ measured moves all...

Bart's Charts
$uber

My gut tells me the odds of a pullback in the markets are increasing. And the next pullback in the direction back to recent lows will likely come with a lot of noise. There will be lots of shouts about "retesting lows," from some camps, and other...

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Macke portfolio holding Peloton reports in the morning. Officially the Street is looking for a loss of 6c on ~$650mm for the quarter and about $2.5b in revenue for the year, cranking out about $300 to $350 million EBITDA.

But that's not what I'...

Macke's Retail Roundup
Macke's Retail Roundup+

From the desk of Steve Strazza @Sstrazza

Welcome to The 2 to 100 Club.

In this scan, we look to identify the strongest growth stocks as they climb the market-cap ladder from...

2 to 100 Club
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Strazza
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In today’s Daily Digest, we’ll review the following:

  1. No new positions today.
  2. Adjustment to XLC position.
  3. Closed IBB at Profit Target.
  4. Current...
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