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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.

The Beat Report
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I'm in the UK visiting my sister for a couple weeks, and I have to tell you—I love it here.

The vibes, the peace, and the sense of adventure just hit different. It never...

Alfonso’s Daily Note
Alfonso

...and that's precisely why I love it.

While me and the All Star Charts gang have been pounding the table on China for several weeks now, it is still a mostly hated and certainly misunderstood trend. But that's mostly because people are reading...

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

  1. No new positions today.
  2. Rolled IGV position to April options.
  3. Closed XLE (loss) and XLI (profit)....
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Today’s most significant insider transaction comes via a 13G filing by SoftBank, which reported a fresh 8% stake in Alibaba $BABA.

This marks a notable shift in SoftBank's...

Hot Corner Insider
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📊 Daily ETF Overview 

Something we've noted in recent weeks is how the United States is falling down the list. Unsuspectedly, we think this is actually rather bullish.

This is because American equities aren't weak - quite...

ETF Power Rankings
📊 Daily ETF Overview 

The same industry groups are continuing to lead, as pictured by the big block of green on our table. This once again points to the efficacy of erring on the side of relative strength; when an ETF flips green...

ETF Power Rankings

As more stocks, more sectors and more countries around the world start to participate in this bull market, any of the short sellers who overstayed their welcome are getting blown up.

Good.

This is a classic characteristic of healthy bull...

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From the Desk of Steve Strazza @Sstrazza.

Welcome back to Under the Hood, where we'll cover all the action for the two weeks ended January 3, 2025. ...

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Under The Hood
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Steve Strazza
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My uncle told me in 1999 that tech was about to take a nap.

I had no idea what the hell he was talking about. I was too busy riding bikes and planning my next trip to a contest. 

But I’ll never forget the...

Currency Report
Currencies
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Sports betting is so hot right now. 🥵

DraftKings $DKNG had one of its best earnings reactions ever on Friday, fueled by a blockbuster report.

The company acquired 3.5M new customers, increasing its total customer base by 42% Y/Y to 10.1M....

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Freshly Squeezed
Sam
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The altcoin space just got obliterated.Traders have been liquidated en masse, and bullish positioning has been wiped clean. By definition, pessimism now outweighs optimism.But if you've been following along, you know I spent months neutral on crypto....

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