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Today's trade is in a name my analyst team says resides "in the sweet spot between a profitable biotech and a traditional pharmaceutical company."

But more importantly to me, the stock is finally breaking out of a decade-long base.

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IMAX
Two Portfolio Changes
The Jeff Macke Portfolio
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Macke Portfolio Weekly Review
$NFLX
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Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.

📌 Fortune Brands Innovations $FBIN — Edward P....

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Welcome to The Squeeze Watch.Pro-cyclicals and consumer discretionary have sat the AI rally out. The rotation back in is starting to show up, and today's standout is one of the most loved-then-hated names in the group. The 50% drawdown...

Breakout Multiplier
Squeeze Watch
Squeeze Watch
Oracle’s AI infrastructure business keeps growing, but the stock isn't ready to run.

Oracle $ORCL is no longer just the old database company your IT department used to complain about.

This is now one of the biggest AI infrastructure stories in the market.

Oracle is building cloud data centers, selling AI infrastructure...

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$ORCL

Every day, our team assembles a slide deck of charts to discuss on The Morning Show. 

Sometimes we get to all of them, sometimes not. But either way, they're valuable. 

As members of the Stock Market TV...

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Victoria's Secret recently changed their ticker to $VSXY.

I love it.

But what I love even more is this chart setup:

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For the last year, I’ve been talking about how the biggest risk to the global economy wasn’t recession.

It was stagflation.

Now the European Central Bank is effectively telling us the same thing.

Look at the chart.

  

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Supercycle Stocks
supercycle stocks

Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.

📌 Borr Drilling $BORR — Tor Olav Trøim purchased...

The Hot Corner
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