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Communications stocks surge. We’re buying a leader.

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
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Top Down Trade Of The Week
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The news is noise. The flow is signal.

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
After a multi-week shakeout, energy looks poised to make a fresh leg higher.

The best trends don’t end with a bang. They pause, reset, and give you another chance. 

And that’s exactly what we’re seeing right now across the energy complex.

After one of the most explosive multi-month runs we’ve ever seen,...

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Today's trade is in a metal 3D printing (additive manufacturing) company that builds advanced machines and software used to produce complex, high-performance metal parts—especially for industries like aerospace, defense, and energy.

Those three...

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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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Texas Instruments breaks out to new highs while ServiceNow’s collapse confirms a growing divide in tech.

Yesterday was the biggest day of earnings season so far, with 37 S&P 500 companies reporting in a single session.

The market had a massive amount of new information to digest, and what emerged on the other side painted a very clear picture...

Daily Beat
$TXN
$NOW
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Bulls and bears are both showing up with conviction 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...

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Follow The Flow
Steve Strazza
GE Vernova explodes to new highs while Boeing flips the script on a hated group.

The market keeps doing what strong markets do.

Yesterday we saw new highs in the S&P 500, with broad participation and, most importantly, stocks being rewarded for reporting earnings. 

This was one of the heaviest days of the...

Daily Beat
$GEV
$BA
Bitcoin

Crypto is starting to wake up.

After months of choppy, frustrating action, the tide is finally shifting.

For the first time in a while, I’ve been putting risk back on — adding exposure through Coinbase,...

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Today's trade is in an ETF on a beaten down crypto that is unlikely not to participate if the signs of a broader turnaround in the crypto space are indeed to be heeded.

So.... it's time.

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From the desk of Ricardo Sarraf @nullcharts

Every cycle produces a handful of stocks that go from emerging to enormous — names that compound 10x, 20x, 50x before they become portfolio fixtures. 

But they...

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These financial and healthcare stocks are breaking out after crushing the market's expectations.

The market finally blinked.

After ripping to fresh all-time highs in one of the most relentless advances we’ve seen in years, the S&P 500 took a breather yesterday with its largest down day since the late-March bottom. 

The...

Daily Beat
$NTRS
$UNH
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Three names, one theme: the infrastructure behind the next leg of power demand

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