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Last week everyone was celebrating.

The war was over.

Energy was dead.

Time to move on.

I’ve been saying for months that this situation wasn’t going to be solved overnight.

Nothing that has happened over the last 48...

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One has earnings sentiment as a tailwind, the other does not.

Editor's note: This week, Broadcom $AVGO delivered a blockbuster earnings report, but suffered its worst earnings reaction ever....

Daily Beat
sector
Banks are on breakout watch

Welcome back for another Top Down Trade of the Week.

This is a classic leadership scan.

We start with the best sectors, then drill into the subgroups. We pick one, and then take a look at...

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The Strazza Letter
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Top Down Trade Of The Week
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Smart money went bearish in three separate sectors today

This note highlights a select group of stocks showing the most unusual — and highly directional — options activity.

The goal is simple: follow the big money and trade in the direction of the underlying...

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Follow The Flow
Steve Strazza
canton

One of the advantages of being in our community is the access we have to people much smarter than us. 

And not only do they give us trade ideas, but they’re willing to share their thought process as well....

SMTV Portfolio
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$CNTN
Canton
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Every Friday morning, I hold OFFICE HOURS for members of the SMTV Portfolio. 

This is a chance for me to give you an update on what I'm doing, trades I'm making, and answer questions directly from you. 

In this week's video:

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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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We're taking advantage of today's pullback to get attractively positioned in a stock that recently printed a fresh All-time high and is now giving us a second chance to get in.

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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.

📌 Summit Therapeutics $SMMT — COO & CFO Ankur...

The Hot Corner
Insider Buys
.

Welcome to The Squeeze Watch.

What if AI's most consequential application isn't writing code? What if it’s  compressing drug discovery from a decade to two or three years? 

Biotechs at the leading...

Breakout Multiplier
Squeeze Watch
Squeeze Watch
These tech leaders delivered strong reports, but the market punished them.

There's an old saying that in bull markets, the laggards catch-up to the leaders and in bear markets, the leaders catch-down to the laggards.

And that is what made Thursday’s Beat Sheet so important. 

This was not a case of the market...

Daily Beat
$CRWD
$AVGO
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From the desk of Steve Strazza @Sstrazza

Our International Hall of Famers list is composed of the 100 largest US-listed international stocks, or ADRs.

We've also sprinkled in some of the largest ADRs...

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Today's number is... 7

The world's major stock markets are moving in lockstep. Every region I track remains above a rising 200-day moving average, with most sitting near all-time highs and none showing signs of long-term trend...

The Daily Number
Grant