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wmt
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
macke portfolio
$TGT
$WMT
Members Only
TJX showed what real consumer leadership looks like.

There is a difference between a company beating expectations and a stock acting as if it matters.

Yesterday's trading session was a textbook example of this. 

On the surface, it looked like a good day with 6 S&P 500 companies...

Daily Beat
$TJX
$ADI
Junior Hall of Famers Table (05.21.2026)

From the Desk of Sam Gatlin @sam_gatlin

We love our bottoms-up scans here at All Star Charts. We tend to get really creative when making new universes as we want to be sure they will deliver us the best opportunities the market has to...

All Star Charts Premium
Stocks
Sam Gatlin
Junior Hall Of Famers
Members Only
df may 20.png
Crypto infrastructure, electrical equipment, and a fertility benefits comeback are attracting big money flow 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...

All Star Charts Premium
ASC
Follow The Flow
Steve Strazza
aritzia macke.jpg
Jeff shares how he found Aritzia early, and how much more room the stock has to run.

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
$ATZAF
Video
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.

πŸ“Œ Leonardo DRS $DRS β€” Reuben Jeffery III...

The Hot Corner
Insider Buys
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members.  The goal is simple: utilize my expertise on the consumer and Sean's...
The Jeff Macke Portfolio
Video
Options
macke portfolio
$ELF
Members Only
Target TJX
Everyone is wrong
Target came in with better than expected EPS and Revenues, great comps and traffic. Also a good plan. Shares dropping anyway. What I'm doing now. 
The Jeff Macke Portfolio
macke portfolio
$TGT
Members Only
Home Depot just gave the bulls a small win, but the broader consumer discretionary trend is still flashing a warning.

The S&P 500 has been pressing to record highs, but the consumer discretionary sector is trading at its lowest level relative to the broader market since 2012. 

This is a major warning from one of the most economically sensitive corners...

Daily Beat
$HD
df may 19.png
Semis, software, and travel names dominating the bullish flow 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...

All Star Charts Premium
ASC
Follow The Flow
Steve Strazza