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Welcome to The Squeeze Watch.

The GLP-1 boom is the biggest pharma story of the decade. Ozempic and Wegovy can now be ordered from a telehealth app on a monthly subscription. After Novo Nordisk threatened to sue over...

Breakout Multiplier
Squeeze Watch
Squeeze Watch
This "boring" old tech stock just had its best earnings reaction ever. Here's why it matters...

In last Sunday's Weekly Beat, we previewed two earnings reports with two very different setups.

One was a former old-tech laggard that had...

Daily Beat
$DELL
$COST
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From the Desk of Steve Strazza @Sstrazza

Welcome to The Minor Leaguers.

We've had some great trades come out of this small-cap-focused column since we launched it back in 2020 and...

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Minor Leaguers
ASC
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Steve Strazza
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Small Caps
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We’re loading up on software after a historic initiation thrust.
The Beat Report
Portfolio Update
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Every weekend I dig through the names that experienced the most interesting unusual options activity. 

We’re looking for trades that stood out, whether it was large in size or a very aggressive strike selection.

...
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ASC
Follow The Flow
Steve Strazza
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Solving Problems

Welcome back to The Sunday Stalk List.

Every weekend, I review hundreds if not thousands of charts across U.S. indices, global markets, breadth, sentiment, and intermarket relationships.

And now I’m opening up my stalk list.

The...

Thompson's Two Cents
$XLF
$XLK
$SPY
$XLP
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These three tech stocks are heading into earnings with momentum, but the reaction will tell us whether the market still wants to chase.

Editor's note: The software industry just had its best month since 2001, and the cybersecurity industry had its best month ever.

Do you think the whole "AI is killing software" narrative is officially dead now? 

Write...

Daily Beat
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Buying bases in base metals

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
Strazza
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Stocks
Top Down Trade Of The Week
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Who's buying overlooked packaging, unloved EVs, and a drone stock already up 30%?

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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ASC
Follow The Flow
Steve Strazza

Missed it? No problem!

Replays of all our past episodes are always available in the episode archives.