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Photonics in hyperdrive, security software starting to move

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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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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Software is starting to look interesting again.

After being hit hard in 2025, the group has spent most of the year repairing damage and trying to find its footing while much of the market has gone vertical.

On...

Alfonso's Daily Note
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A $6M biotech bet, a chemicals breakout, and the software name nobody's talking about

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
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The $3T name is still getting bought and two under-the-radar tickers are tagging along

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
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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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A $6M biotech bet, a chemicals breakout, and the software name nobody's talking about

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
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Bears hammer legacy tech while critical metals and martech catch a bid

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
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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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xlk spy

When you go back and study every bull market over the past century, one thing shows up again and again — Technology tends to be one of the most consistent leadership groups.

And that pattern is starting to show up again.

...
Alfonso's Daily Note
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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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This quantum stock is poised for another surge

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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Nokia rings twice, jets catch a bid, and the miners stay lit

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
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The big theme was a powerful comeback in tech — led by mega-cap names. Semiconductors continued to act as leadership, while software found support and bounced right on cue.

At the same time, the Q1 leaders quietly stepped...

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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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Telecom waking up, office REITs ignored no more, and quantum printing fresh conviction

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
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Bears in the Retail Aisle, Bulls at the Terminal

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
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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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AMZN

Today is a big one for the market.

Microsoft, Meta, and Google all report earnings after the bell, and the way these names react will help set the tone for what comes next.

But there’s one more name I’m...

Alfonso's Daily Note
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A $1.7M bet, a million-dollar conviction, and 4,000 contracts of doubt

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
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From the Desk of Steve Strazza @Sstrazza and Ricardo Sarraf @nullcharts

When investing in the stock market, we always want to approach it as "a market of stocks."

Regardless of the environment, there...

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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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