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...

In today's Flow Show, Steve Strazza and I discuss the signal (if any) being sent from $VIX with a 13 handle, and we cautioned viewers to not just automatically think that a low VIX means the next spike is imminent.

Then, we got into the opportunity that looks most appealing over the next 6-12 months. 

You can watch the full episode here and get the trade details below: 

Apple has been in a year-long range (see video) that appears to have been decisively broken. 

Here's a zoomed-in one-year chart showing the current breakout about the 234-235 range:

While it may feel like a bit of a chase here, I've got a plan to get us positioned small now, with the potential to get systematically larger into a pull back.

If we don't get the full position on, then at least we'll have a small winning position on that took no heat. In other words, a great risk-adjusted return!

Here's the Play:

I like buying $AAPL December 2025 300-strike calls for approximately $7.50. With options volatility relatively cheap in this name, these calls...

In today’s Daily Digest, we’ll review the following:

1. New position in ITB.
2. No adjustments are needed today.
3. No exits since the last report.
4. Current status of open campaigns.
5. Volatility Snapshot.

Let’s dig in!

Since gold futures hit our second target, the entire complex has undergone a corrective wave. 

While the market hasn't given us the all-clear signal yet, the correction seems closer to the end than the beginning.

Demand for gold worldwide continues to increase, and our intermarket analysis suggests the party is just starting for gold bugs across the galaxy. 

Moreover, our COT sentiment indicator is flashing a buy signal:

The market's mood is for higher prices. It's a Bull Market.

Thus, it's no surprise that a data company providing important information to investors is riding the wave higher.

It pays to buy dips in strong stocks during bull markets, and today, one such opportunity is presenting itself.

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 started rotating it with our flagship bottom-up scan, Under the Hood.

For the first year or so, we focused only on Russell 2000 stocks with a market cap between $1 and $2B.

That was fun, but we wanted to branch out a bit and allow some new stocks to find their way onto our list.

We expanded our universe to include some mid-caps.

Nowadays, to make the cut for our Minor Leaguers list, a company must have a market cap between $1 and $4B.

And it doesn't have to be a Russell component — it can be any US-listed equity. With participation expanding around the globe, we want all those ADRs in our universe.

The same price and liquidity filters are applied. Then, as always, we sort by proximity to new...

In today’s Daily Digest, we’ll review the following:

1. New position in XME.
2. No adjustments are needed today.
3. Closed SMH at profit target.
4. Current status of open campaigns.
5. Volatility Snapshot.

Let’s dig in!

Join us this morning and every weekday LIVE at 8:30AM ET for the Best Morning Show in Finance.

I know there were some shows out there before we got here. And there are certainly folks out there trying to create new morning shows.

Good luck!

Their friends aren't as smart as our friends. Their friends aren't as cool as ours.

And their friends aren't willing to open up and share their thoughts with the world as regularly as our friends.

I know we're blessed. Not everyone can have a crew like ours. And that's why I introduce them to you every single weekday. It's the least I can do.

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