This is the video recording of our March 23, 2022, Inside Scoop Weekly Strategy Session.

There are a handful of interesting Form 4 filings on today’s list.

One name that stands out is the popular meme stock GameStop $GME.

Monday night we held our March Monthly Conference Call, which Premium Members can access and re-watch here.

In this post, we’ll summarize it by highlighting five of the most important charts and/or themes we covered, along with commentary on each.

Let’s get right into it!

Today’s Hot List is a short one.

As the market takes a pause following four straight up days, options traders are using puts to fade the bounce in UP Fintech Holdings $TIGR and HP $HPQ.

The market is in a recovery mode and certain stocks are outperforming others. As always, those are the names we're interested in!

Let's check out a long idea from the Paper segment.

This is the video recording of the March 2022 Mid-month Conference Call.

• The Inflation Trade Persists - In Bonds & Commodities
• Bearish Sentiment in Stocks - Setting Up For Further Squeeze
• Stocks for Rising Rates Showing The Most Strength
• Metals & Mining Stocks Still Showing Leadership
• A lot of Bullish Retests In Global Markets Ex-U.S.
• My Favorite Gold Stocks To Own Right Now
• Which Growth Stocks to Bottom Fish Down Here
• Why Aussie/Yen is so important to watch right now
• Bitcoin AVWAP at 46K

From the desk of Steve Strazza @sstrazza

This is one of our favorite bottom-up scans: Follow the Flow. 

In this note, we simply create a universe of stocks that experienced the most unusual options activity — either bullish or bearish… but NOT both.

We utilize options experts, both internally and through our partnership with The TradeXchange. Then, we dig through the level 2 details and do all the work upfront for our clients.

Our goal is to isolate only those options market splashes that represent levered and high-conviction, directional bets.

We also weed out hedging activity and ensure there are no offsetting trades that either neutralize or cap the risk on these unusual options trades.

From the desk of Steve Strazza @Sstrazza.

Welcome back to our latest Under the Hood column, where we'll cover all the action for the week ended March 18, 2022. This report is published bi-weekly and rotated with our Minor Leaguers column.

What we do here is analyze the most popular stocks during the week and find opportunities to either join in and ride these momentum names higher, or fade the crowd and bet against them.

We use a variety of sources to generate the list of most popular names.

There are so many new data sources available that all we need to do is organize and curate them in a way that shows us exactly what we want: a list of stocks that are seeing an unusual increase in investor interest.

The highlight of today’s list is the Altimeter Capital Form 4, which revealed a $7 million purchase in the mid-cap software stock Confluent $CFLT.

Altimeter now owns 5,131,700 shares of CFLT.

There was also a significant Form 4 filing by Sequoia Capital’s Roelof Botha, detailing a purchase in the diagnostics and research company Natera $NTRA.

Botha purchased roughly $5 million of NTRA stock, bringing his total share count to over 1.3 million.

We discussed it earlier this week, but now that the weekend is here, it's a good idea to take a step back and recognize what's going on.

The bottom line is this: the number of Breadth Thrusts are adding up.

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 from countries that did not make the market cap cut. 

These stocks range from some well-known mega-cap multinationals such as Toyota Motor and Royal Dutch Shell to some large-cap global disruptors such as Sea Ltd and Shopify.

It’s got all the big names and more--but only those that are based outside the US. You can find all the largest US stocks on our original Hall of Famers list.

The beauty of these scans is really in their simplicity.

We take the largest names each week and then apply technical filters in a way that the strongest stocks with the most momentum rise to the top.

Based on the market environment, we can also flip the scan on its head and filter for weakness.

Let’s dive in and take a look at some of the most important stocks from around the world.

Here’s this week’s list: