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From the desk of Steve Strazza @Sstrazza

Welcome to The 2 to 100 Club.

In this scan, we look to identify the strongest growth stocks as they climb the market-cap ladder from small- to mid- to large- and, ultimately, to mega cap status (over $200B).

Once they graduate from small-cap to mid-cap status (over $2B), they come on our radar. Likewise, when they surpass the roughly $30B mark, they roll off our list.

But the scan doesn't just end there.

We only want to look at the strongest growth industries in the market, as that is typically where these potential 50-baggers come from.

Some of the best performers in recent decades – stocks like Priceline, Amazon, Netflix, Salesforce, and myriad others – would have been on this list at some point during their journey to becoming the market behemoths they are today.

When you look at the stocks in our table, you'll notice we're only focused on Technology and Growth industry groups such as Software, Semiconductors, Online...

Middle East tensions flared up yesterday, and like clockwork, the doom headlines followed.

WWIII. Collapse. Panic. You know the drill.

But while the noise got louder, the market quietly told a different story.

Homebuilders led. 

Silver outperformed gold.

Crude oil dropped 8%. 

Staples lagged.

And Bitcoin? Back above 105K like it never even left.

That was yesterday’s tape. And it was undeniably bullish.

If this is what the end of the world looks like… we’ll take it.

Strazza just came up with a killer chart that’s...

It’s happening.

After years of waiting, the entire precious metals complex is finally coming to life, and the charts confirm it.

Gold broke out first. 

Now, Silver, Platinum, and the miners are joining in. 

Our Equal-Weight Precious Metals Index is printing fresh all-time highs, marking what we believe is the beginning of a new secular uptrend.

Miners are starting to lead. 

Risk appetite is returning. 

And short sellers? They’re getting squeezed.

This week, we’re reviewing the latest breakout setups in the metals space, including a small-cap Silver name retesting a key level with explosive upside potential.

I’m going out for drinks tonight with a good friend who owns a real estate agency in Key West.

We’re going to talk about home prices, inventory levels, and mortgage rates… and I can’t wait.

The truth is, I’ve been thinking about the housing market a lot lately. I’m really into it.

Rose and I have decided to give the mainland a shot and are moving up to the Naples area this week. We’ll miss Key West, but we are excited about this new chapter in our lives.

We took our time searching for a place over the past year or so. In the process, I’ve spent countless hours on Zillow $Z and have looked at a variety of South Florida homebuilder communities— from Lennar $LEN to Taylor Morrison $TMHC and Pulte Homes $PHM. 

I’ve dealt with Rocket Companies $RKT, with whom I have my first mortgage. 

And this past week, it’s been all about shopping for furniture on sites like Wayfair $W.

Every major commodity boom of the last 25 years has followed the same blueprint:

🔺 CRB Index starts curling higher
🔺 Yield curve inverts… then steepens
🔺 And commodities don’t just rally—they detonate.

Look at the chart. 

2001 → Inversion → Steepening → Oil +300%
2006 → Same setup → Same outcome
2020 → Rinse and repeat

And now?

It’s happening again.

The CRB is coiling just beneath multi-year resistance. The kind of tight, coiled spring that doesn’t let go gently. Momentum is building. The yield curve—the most reliable forward indicator we’ve got—is turning up from historic depths.

This isn’t some lagging inflation print. This isn’t a Fed narrative. This is price. And price is truth.

This is a setup that only comes around a few times in a generation. Most investors sleep through it. They wait for confirmation. They miss it.

But not you.

Hemingway once said bankruptcy happens two ways: gradually, then suddenly. Commodity cycles are the same. They creep. They churn. Then they rip.

...

From the Desk of Steve Strazza @Sstrazza.

Welcome back to Under the Hood, where we'll cover all the action for the two weeks ended June 6, 2025. This report is published bi-weekly, in rotation with The Minor Leaguers.

What we do here is analyze the most popular stocks during the week and find opportunities to either join in and ride these momentum names higher, or fade the crowd and bet against them.

We use a variety of sources to generate the list of most popular names.

There are so many new data sources available that all we need to do is organize and curate them in a way that shows us exactly what we want: a list of stocks that are seeing an unusual increase in investor interest.

Click here for a behind-the-scenes look at our process.

On weekends like this, we're glad to be technicians.

Geopolitical tensions in the Middle East. Rumors flying. Headlines all over the place.

Everyone’s trying to figure out what it all means. What’s next? Who’s in control?

But we're chart guys.

We're not in the business of guessing what politicians will do or how the news cycle will spin. That’s not our edge. That’s noise.

The only thing that matters to us is price.

And the charts are speaking loud and clear.

Money rotates. From one asset class to another. It always has. That’s the game. There are periods for equities. Periods for commodities. Even for bonds.

Right now, this ratio of the S&P 500 vs the Invesco DB Commodity Index tells us something might be shifting.

It’s been quiet—but the signs are there.

That ratio stalled at the same level it did in 2020....

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, Technology is the big standout—climbing seven spots in our sector rankings.

While Energy maintains the top spot, Industrials and Communications have also gained ground.

Here is a look at our overall industry rankings, which shows semiconductors jumping into the top 5.

Semis just failed to complete a top relative to the broader market and are now reasserting their leadership.

If this risk-on group is in good shape, then stocks...

This is the weekly post that aggregates all the charts we put together throughout the week and organizes them all into one, easy to flip through deck.

Grain markets are showing signs of life.

After a brutal multi-year collapse, many major agricultural contracts are starting to perk up. 

The short-term and intermediate-term trends are beginning to point higher. 

Momentum is entering a new bullish regime. 

And participation is expanding.

We’ve already outlined bullish setups in the futures for Corn, Soybeans, and Soybean Oil. 

These contracts have been carving out bottoms, and they're starting to resolve higher from well-defined bases. 

Now, we're seeing more of the same.

The short-term strength is hard to ignore.

The major averages were lower this week, but it was still a win for the bulls.

Here’s why…

Since the market bottomed over two months ago, the best stocks have been the riskiest ones.

Of course, I’m talking about the impressive leadership from speculative growth.

We’ve seen this story before, though. We’ve actually already seen it several times in the current cycle.

Speculative tech was an area of standout leadership during the Q4 2023 rally.

The space also outperformed in a major way during the post-election ramp-up coming into the year.

But the momentum and relative strength didn’t last in either of those cases…

I think this time is different…

And the relative trend between the flagship ARK fund and the S&P is a big reason why:

I don’t know if you heard, but the FIFA Club World Cup is playing out across the U.S. this month.

The best teams from every country are here—Real Madrid, Manchester City, PSG, Flamengo, Al Ahly, Boca Juniors, and River Plate.

For those who like soccer, it’s a great time to enjoy.

Yesterday, Inter Miami made history—becoming the first club from the US to defeat a European team in an official FIFA tournament.

And of course, Messi delivered. He scored a ridiculous goal to win the match and reminded everyone why he’s in a league of his own.

These players are different. Like Jordan in basketball, Tiger in golf, or Brady in football—when they show up and carry the team, everything changes. The odds tilt in your favor.

Same thing happens in markets.

We think of semiconductors as the Messi's of this game. These are arguably the most important companies on the planet. They power the global economy and carry major weight in the...