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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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Young Aristocrats
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ASC
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Strazza
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Feels to me that the semiconductor sector is about to heat up again.

I have a delta-neutral bet in Applied Materials $AMAT and I might need an upside hedge to offset any heat that might take.

Today's trade is in a cousin semi-conductor...

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Junior International Hall of Famers Table (03.26.2026)

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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Junior International Hall Of Famers
Sam Gatlin
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Two double beats. One was bought & the other was sold.

Everyone can see that the market is sitting at a critical level.

Major indexes like the S&P 500 and Dow are pressing into former support, testing whether this is just another pause within an uptrend… or something more meaningful. 

...
Daily Beat
$PAYX
$CTAS
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Big Calls, Bigger Puts, and One Stock at 52-Week Highs

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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ASC
Follow The Flow
Steve Strazza

Over the past two years, the story in commodities has been pretty straightforward.Precious metals have been the clear leaders.Ever since Gold broke out on March 4, 2024, the entire complex has been dominated by strength in Gold, Silver, and the mining...

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The market has been messy, weak, and sideways lately.

It’s frustrating across timeframes — no clear follow-through to the upside or downside.

Sometimes, doing nothing is the smartest move. That’s how I see it...

Alfonso's Daily Note
ASC
Alfonso
The fundamentals are supportive of a breakout in this healthcare stock.

There were no S&P 500 earnings reactions on Tuesday, but we have a special situation to tell you about.

Phibro Animal Health $PAHC is a global developer and manufacturer of animal health and nutrition products, serving critical end markets...

Daily Beat
$PAHC
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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...

2 to 100 Club
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2-to-100 Club
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Energy Surges, A Payroll Giant Fades, and Chips Find Their Footing

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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ASC
Follow The Flow
Steve Strazza
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Welcome to Boomtown

Most natural resource stocks, even the bellwethers of Metals or Energy, for example, can’t scale to $5 Trillion in market cap. They’re simply not built like the juggernauts of tech or communications.

...
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Planet Labs went from getting crushed on earnings to ripping higher every time.

There were no S&P 500 earnings reactions on Monday, but we have a special situation to tell you about.

There’s a reason investors are suddenly paying attention to Planet Labs $PL.

This isn’t just another aerospace name.

PL...

Daily Beat
$PL
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Where the smart money went today

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...

All Star Charts Premium
ASC
Follow The Flow
Steve Strazza
Gold’s relative dominance is fading as energy and other sectors begin to take control.

Over the past two years, the story in commodities has been pretty straightforward.

Precious metals have been the clear leaders.

Ever since Gold broke out on March 4, 2024, the entire complex has been dominated by strength in Gold, Silver,...

Supercycle Report
Precious Metals
Video
Gold Rush
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