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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...

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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
$EXR
$AKAM
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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
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Steve Strazza
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II Bulls Bears Spread 02232026

Today's number is... 44.2%

The Investors Intelligence Bull–Bear spread sits at 44.2%, its highest reading since December 2024.

Here’s the chart:

 

Let's break down what the chart shows:

    ...
The Daily Number
Grant
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Every weekend, I dig into our insider filings tracker looking for the biggest conviction buys — and this week we saw bullish action in consumer electronics, asset management, autos, gambling, software, and real estate.

Let’s...

Hot Corner Insider
Hot Corner Insider Weekly Reports
ARKK
Watch These 8 Charts

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
$IGV
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Earnings are the heartbeat of the market, and every week brings a fresh set of opportunities and risks. 

With each report, we get new information on corporate health, investor sentiment, and where money is rotating.

In the ...

Daily Beat
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Heavy Call Buying Signals Upside Conviction in Telecom Gear

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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Follow The Flow
Steve Strazza
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Crypto taught a generation to manage their own money. AI made it possible for everyone.
ASC Crypto Daily
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Buying new leadership in the sports apparel space

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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Top Down Trade Of The Week
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Energy Transition & AI Hardware Rotation Fuel Bullish Conviction

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
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Uranium stocks are emerging as one of 2026’s strongest energy trades

Over the past few weeks, we’ve been pounding the table on one of the most important themes unfolding across global markets right now… ...

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As global breadth continues to expand, capital keeps moving further out on the risk curve. 

New areas are asserting leadership as market rotation runs its course, with one country after another joining in on the...

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ASC
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In simple terms, the company behind today's trade owns the buildings that power e-commerce and global supply chains.And the chart over the past year suggests this is a good business to be in.

With all-time highs within sight, it feels like a...

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