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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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Ricardo Sarraf
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TJX showed what real consumer leadership looks like.

There is a difference between a company beating expectations and a stock acting as if it matters.

Yesterday's trading session was a textbook example of this. 

On the surface, it looked like a good day with 6 S&P 500 companies...

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$TJX
$ADI
Junior Hall of Famers Table (05.21.2026)

From the Desk of Sam Gatlin @sam_gatlin

We love our bottoms-up scans here at All Star Charts. We tend to get really creative when making new universes as we want to be sure they will deliver us the best opportunities the market has to...

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Crypto infrastructure, electrical equipment, and a fertility benefits comeback are attracting big money flow 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
Home Depot just gave the bulls a small win, but the broader consumer discretionary trend is still flashing a warning.

The S&P 500 has been pressing to record highs, but the consumer discretionary sector is trading at its lowest level relative to the broader market since 2012. 

This is a major warning from one of the most economically sensitive corners...

Daily Beat
$HD
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Semis, software, and travel names dominating the bullish flow 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
Baidu just gave us a clean beat, a positive reaction, and a fresh reminder that the Chinese tech trade is not dead.

There are no S&P 500 earnings reactions to cover today, but we have something else important to talk about. 

The United States and China are locked in a race for AI supremacy. 

Right now, the U.S. has the lead, and Nvidia $...

Daily Beat
$BIDU
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Offshore drillers, biotech, and eVTOL getting attention

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

Today's trade is in a digital health insurance stock that is seeing its first real breakout since its 2021 IPO.

Could it be ready to make due on its IPO promise?Let's see.

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AMAT delivered record revenue, record earnings, and accelerating AI demand, but the stock still failed to rally.

Applied Materials $AMAT did almost everything the bulls could have asked for.

The company beat expectations across the board. 

And they delivered record quarterly revenue, record earnings, and the highest gross margin in more than 25...

Daily Beat
$AMAT
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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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Steve Strazza
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We had a busy week of deploying capital. Here’s everything you need to know.
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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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Steve Strazza
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