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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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Data centers need power, infrastructure, and metals, and aluminum stocks are breaking out like they know it.

There are market themes you can understand by staring at a chart.

Then there are market themes that become obvious when you sit in a room full of people who are paid to see the future before everyone else does.

This week, we were in...

Supercycle Report
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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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Welcome to The Squeeze Watch.

 

Here's today's standout.  

Coreweave Inc $CRWV is currently exhibiting a Squeeze Score of 95.4.

Here’s what the chart looks like: 

 ...
Breakout Multiplier
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Squeeze Watch
Earnings sentiment is in the gutter right now for these stocks.

There is a dangerous moment in every great growth story when the numbers stop being enough. It's a tale as old as time...

The company beats, raises guidance, management says all the right things, and the stock still goes down.

That happens...

Daily Beat
$NVDA
$INTU
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Quantum tech, media deals, and a power systems turnaround see massive options volume today

This note highlights a select group of stocks showing the most unusual β€” and highly directional β€” 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

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.

πŸ“Œ GeneDx Holdings $WGS β€” Casdin Partners GP...

The Hot Corner
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From the desk of Ricardo Sarraf @nullcharts

Every cycle produces a handful of stocks that go from emerging to enormous β€” names that compound 10x, 20x, 50x before they become portfolio fixtures. 

But they...

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Welcome to The Squeeze Watch.

Here's today's standout. 

 

Webull Corp $BULL is currently exhibiting a Squeeze Score of 98.6.

Here’s what the chart looks like: 

 ...
Breakout Multiplier
Squeeze Watch
Squeeze Watch
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Strong quarter and cautious guide hit another discounter

Walmart shares getting hit for pointing out the obvious: Consumers don't like higher gas prices.

The "caution" was boilerplate, the execution rock-solid. What's the trade with shares off 8%?

The Jeff Macke Portfolio
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Missed it? No problem!

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