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From the Desk of Steve Strazza @Sstrazza

Welcome to The 2 to 100 Club.

As many of you know, something we've been working on internally is using various bottom-up...

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Energy and Metals Lead the Charge

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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From the Desk of Steve Strazza @Sstrazza and Ricardo Sarraf @nullcharts

When investing in the stock market, we always want to approach it as "a market of stocks."

Regardless of the environment, there...

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Unusual Options Activity Highlights Cross-Sector 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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Miners are taking on a new leadership role. Here's what we're doing about it.

Over the past few weeks here at Gold Rush, we’ve talked a lot about January 29, 2026.

That was the day the character of this market changed, at least...

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From the Desk of Steve Strazza @Sstrazza.

Welcome back to Under the Hood, where we'll cover all the...

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Bullish Flows Pile Into A Genomics Leader

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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The month of February didn't go out quietly. Volatility was present throughout shaking up both bears and bulls — eventually leaving the S&P 500 in the red.

There was notable strength in Energy, while Software got hit hard...

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It’s time to buy real estate

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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Bullish Bets on AI Continue

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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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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Nuclear bulls go big, bears circle Southeast Asia

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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The US Dollar Index $DXY has been locked in a messy range for over a year, wobbling just enough to make everyone second-guess themselves, trapping bears on breakdown attempts and bulls on squeeze attempts. 

After...

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Junior International Hall of Famers Table (02.26.2026)

From the Desk of Sam Gatlin @sam_gatlin

Welcome to The Junior International Hall of Famers.

With the goal of finding more bullish setups, we have decided to expand one of our favorite...

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Post-Earnings Momentum Attracts $2.2M Bullish Bet

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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From the desk of Steve Strazza @Sstrazza

Dividend Aristocrats are easily some of the most desirable investments on Wall Street. These are the names that have increased dividends for at least 25 years, providing steadily...

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From the Desk of Steve Strazza @Sstrazza

Welcome to The 2 to 100 Club.

As many of you know, something we've been working on internally is using various bottom-up...

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Bullish Flows Highlighted by Multi-Million Dollar Bets

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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Freshly Squeezed 10-Day Change Table (02.24.2026)
Why positioning, not macro, is driving the market’s fastest upside moves.

We’re seeing some of the widest dispersion in market returns in years.

Software stocks are getting hit day after day with no real signs of stabilization, and financials are beginning to roll over. 

At the same time, we’re seeing...

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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.

...
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Betting $4.5M on the Comeback Story

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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Steve Strazza