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Recent Articles

Hot Corner Insider

Plug Power, Paulson, and Political Energy

June 15, 2025

Every weekend, I dive into our insider activity tracker looking for the most interesting and bullish buys — and this week it was all about oil & gas!

Here’s the most notable activity:

 

The most eye-catching insider buy this week came from Plug Power $PLUG, where the CFO, Paul Middleton, filed a Form 4 disclosing a $672,035 purchase. 

With the stock struggling amid continued dilution and questions around profitability, this kind of size from the finance chief stands out. 

Only time will tell whether it marks a true bottom or not. But for now, it’s just not something we’re looking to buy.

Vitesse Energy $VTS is another one that stands out. The CEO stepped in with a $230K buy.

Over at AirSculpt Technologies $AIRS, director Adam Feinstein made a major move, scooping up $4 million in stock. 

Then there’s Bausch Health $BHC,...

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The Strazza Letter

Top Down Trade of the Week

June 14, 2025

Welcome back for another Top Down Trade of the Week. 

This one’s a classic leadership scan.

We start with the best sectors, then drill into the subgroups. We pick one, and then take a look at the top stocks in it. 

This week, Energy is the big standout—jumping to the top of our sector rankings. 

 

Healthcare and utilities also made a big move up on the leaderboard as growth sectors faltered. 

Here is a look at our overall industry rankings, which shows oil & gas cracking into the top 10.

 

It’s not a surprise to see it there—crude oil has been squeezing higher, posting its best week since October 2022.

That kind of price action tends to light a fire under energy stocks, and that’s exactly what we’re seeing.

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