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Small-cap healthcare has been left for dead, but the charts and earnings sentiment are beginning to turn.

Small-cap healthcare has been dead money for years.

While investors chased AI, crypto, megacap tech, space stocks, and other momentum plays, this corner of the market went nowhere. 

The group peaked in early 2021, spent years...

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$MOH

For years, investors have been conditioned to think about commodities through the lens of traditional demand. Housing needs copper. Cars need steel. Data centers need electricity. That’s all true.

But we’re entering a new era where an entirely...

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supercycle stocks

The dictionary definition of Allegro is: an Italian term used in music to indicate a lively, cheerful, and relatively fast tempo.

Well, today's trade is in a company that has Allegro in its name, suggesting things are...

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These stocks failed their earnings tests as weak charts and bad sentiment kept sellers in control.

The mainstream was locked in on SpaceX Friday, and for good reason.

The largest IPO in market history is an event that deserves attention. When a company that important goes public, every investor on the planet wants to know what it means for...

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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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Earnings season is fading, but these reports could still tell us a lot about risk appetite and sector rotation.

WHAT ARE YOUR THOUGHTS? On Friday, SpaceX $SPCX completed the largest IPO in market history. It closed with a total market capitalization of $2.1 trillion.

Do you think SPCX will hit a market capitalization of $1 trillion or $4...

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SpaceX just completed one of the largest IPOs in market history, and now we’re focused on the stocks that can benefit from the next wave of risk appetite.
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The best bank stocks are overseas

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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Love the game. Love myself. Love others. Profits are a byproduct of how well I can do these three things successfully.

Hello again, Spirit Animals.

This started as a private entry in my journal, but then midway through it I thought you fine readers might get some benefit out of it as well. So I finished my thoughts here...

Stop being so serious, Sean.

...
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Today, with everyone distracted with the big IPO, I chose to do something special. 

I present to you our Midcap Momentum Masterclass. 

We went over why it's one of the best areas in the market, the...

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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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Today's trade is in a name my analyst team says resides "in the sweet spot between a profitable biotech and a traditional pharmaceutical company."

But more importantly to me, the stock is finally breaking out of a decade-long base.

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Oracle’s AI infrastructure business keeps growing, but the stock isn't ready to run.

Oracle $ORCL is no longer just the old database company your IT department used to complain about.

This is now one of the biggest AI infrastructure stories in the market.

Oracle is building cloud data centers, selling AI infrastructure...

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$ORCL