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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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Freshly Squeezed
Sam
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S&P 500 vs Consumer Staples and S&P

There’s plenty to like about this bull market — breadth is expanding, Emerging Markets are breaking out, and small-caps are holding above prior cycle highs.

On the surface, things look solid.

But beneath the...

Alfonso's Daily Note
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Alfonso

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
$DPZ
$D
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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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Follow The Flow
Steve Strazza
Gold and Silver are gunning for new all-time highs.

Over the past few weeks, we’ve spent a lot of time talking about just how extended this precious metals trend has become and why it would make sense for the market to pause at any moment. 

After all, going into late January, Gold, Silver,...

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Precious Metals
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Gold Rush
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Today's trade is in a power company that today is powering through overhead resistance to new all-time highs. 

You know my favorite trade is buying all-time highs.

Add in a possible hundred-dolla-roll, and all the stars are...

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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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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.
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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… ...

All Star Charts Gold Rush
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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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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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From the desk of Steve Strazza @Sstrazza

Our Hall of Famers list is composed of the 150 largest US-based stocks.

These stocks range from the mega-cap growth behemoths like Apple and Microsoft – with...

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