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Last week everyone was celebrating.

The war was over.

Energy was dead.

Time to move on.

I’ve been saying for months that this situation wasn’t going to be solved overnight.

Nothing that has happened over the last 48 hours...

Supercycle Stocks
supercycle stocks

Last week everyone was celebrating.

The war was over.

Energy was dead.

Time to move on.

I’ve been saying for months that this situation wasn’t going to be solved overnight.

Nothing that has happened over the last 48 hours...

Supercycle Stocks
supercycle stocks
This stock just gave investors their first standalone look at one of the largest transportation companies in North America.

There are spinoffs, and then there are spinoffs that immediately become important market tells.

FedEx Freight $FDXF falls into the second camp.

This is an $18 billion freight operator with one of the most important less-than-truckload...

Daily Beat
$FDXF
I love trains

I really enjoy trains. When I lived in Chicago, I rode the elevated train ("The EL") nearly every day. I would often head downtown to the Metra train terminals and take those longer commuter trains out to the farthest reaches of the Chicagoland region...

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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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Small Caps
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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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Healthcare just had a historic week, biotech is breaking out, and we’re getting ready to bring more small-cap ideas to the table.
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The earnings calendar is quiet, but this sector just posted its best relative week ever.

WHAT ARE YOUR THOUGHTS? Healthcare has been one of the biggest dead-money trades on Wall Street for years.

But last week, the sector posted its best relative week ever versus the S&P 500, and it closed within a nose hair of...

Daily Beat
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Buying bases with the Baker Bros

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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Big moves in software security, construction engineering, and LiDAR

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

This post was originally for paid members only. It has since been unlocked for informational purposes and does not constitute financial advice.

If you want access to these trades in real time, ...

Wave Trader
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One thing I’ve learned over the years is that when a group of stocks starts showing up on our scans again at the same time, you pay attention.

That’s exactly what’s happening right now with shipping stocks.

Take a look at the Macro...

Supercycle Stocks
supercycle stocks
A historic reaction from MU gave semiconductors fresh life.

The semiconductor trade was starting to look tired after one of the strongest runs in market history.

Then Micron $MU walked in and kicked the door open.

On Thursday, Micron reported a monster double beat and rallied 15.7%, marking its...

Daily Beat
$MU
$DRI
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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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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
Dividends
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Big money is positioning in banks and life insurance while most traders chase other names

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