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Bitcoin

Crypto is starting to wake up.

After months of choppy, frustrating action, the tide is finally shifting.

For the first time in a while, I’ve been putting risk back on — adding exposure through Coinbase,...

Alfonso's Daily Note
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Alfonso

Today's trade is in an ETF on a beaten down crypto that is unlikely not to participate if the signs of a broader turnaround in the crypto space are indeed to be heeded.

So.... it's time.

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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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These financial and healthcare stocks are breaking out after crushing the market's expectations.

The market finally blinked.

After ripping to fresh all-time highs in one of the most relentless advances we’ve seen in years, the S&P 500 took a breather yesterday with its largest down day since the late-March bottom. 

The...

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$NTRS
$UNH
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Three Small Caps With Big Money Written All Over Them

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
A 6,000% comeback, a textbook trend, and an earnings engine that just keeps accelerating.

There are turnaround stories… and then there’s Dave $DAVE.

Just a few years ago, this thing was left for dead. Fresh off its public debut, the stock collapsed nearly 99% as the entire SPAC complex imploded. 

Nobody wanted anything to...

Daily Beat
$DAVE
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AI Connectivity, Oncology Catalysts, and Next-Gen Batteries Are Lighting Up the Flow

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
New breakouts, fresh trades, and a growing opportunity set across the Supercycle
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Today's trade is in a $38B provider of satellite and wireless connectivity services, with earnings coming up in a few weeks which could act as a catalyst for launch.

The stock is recently emerging from a 3-month base, making it feel like now is...

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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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Minor Leaguers
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Steve Strazza
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When the market stops rewarding good news, it’s telling you something far more important than the headlines ever will.

The S&P 500 is pressing higher, the tape is strong, and earnings season is doing what it always does… separating the leaders from the laggards. 

But what stood out on Friday wasn’t just who beat or missed. It was how those results were...

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$TFC
$NFLX