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The Stocks I Want To Own

It’s getting a bit messy in the market right now.

Breadth has cooled and there’s more rotation. 

Some areas are breaking out, others are chopping around, and...

Full SMTV Cast

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crowdstrike
Process > Prediction

I added a new position in CrowdStrike today.

It checks all three boxes in my process.

Let's get into it. 

 Box #1: Relative Strength Where It Matters

When you look at CrowdStrike $CRWD versus iShares Expanded Tech-Software...

Thompson's Two Cents
$VIX
$SPY
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Welcome to Boomtown

Most natural resource stocks, even the bellwethers of Metals or Energy, for example, can’t scale to $3 Trillion in market cap. They’re simply not built like the juggernauts of tech or communications.

...
All Star Charts Gold Rush
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Gold Rush
Premium
Small Caps
Boomtown
Members Only
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Welcome to The Squeeze Watch.

We’re very excited to present our Squeeze Engine, one of the main tools that powers the success of Breakout Multiplier.

Software stocks remain extremely...

Breakout Multiplier
Squeeze Watch
Squeeze Watch

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

  1. IN: IBIT
  2. OUT: GDXJ
  3. PROFIT TARGET: none
  4. Current status of open campaigns.
  5. Volatility Snapshot.

Let’s dig in!

Options Paid to Play
Paid To Play
Members Only

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.

📌 Under Armour Inc $UAA — Fairfax Financial...

The Hot Corner
Insider Buys

Earnings season is the heartbeat of the market, and every day brings fresh signals about where money is flowing.

With each report, we learn not just how companies are performing, but how investors are reacting.

In the Daily...

Daily Beat
$BKR
$STLD
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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
TNX

The bond market has quietly drifted into the background.

It’s been mostly ignored, almost forgotten, while stocks around the world have continued grinding higher.

So today, I want to zoom out, reset the lens a...

Alfonso's Daily Note
ASC
Alfonso
Gold stocks are breaking out against the S&P 500.

There are moments in every bull market when the message becomes impossible to ignore. 

The pullbacks stop working. 

The skeptics get louder. 

And price just keeps pressing higher anyway.

That’s where we are right...

All Star Charts Gold Rush
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Precious Metals
Video
Gold Rush
Members Only
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The agribusiness industry is a broad and diverse space, spanning everything from seed producers and fertilizer stocks to tractors, farm equipment, and lumber companies.

There is no shortage of ponds to fish in. And right now...

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ASC
Strazza
Premium
Stocks
Members Only

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.

 📌 Ally Financial $ALLY — CEO bought $991,...

The Hot Corner
Insider Buys