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:

Today's trade is in a name that specializes in 3D geolocation technology, offering positioning, navigation, and timing (PNT) solutions—especially in situations where traditional GPS fails.

And I think it's got all-time highs in it's sights.

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

1. New position in ITB.
2. No adjustments are needed today.
3. Closed XHB at Profit Target.
4. Current status of open campaigns.
5. Volatility Snapshot.

Let’s dig in!

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...

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 from countries that did not make the market cap cut. 

These stocks range from some well-known mega-cap multinationals such as Toyota Motor and Royal Dutch Shell to some large-cap global disruptors such as Sea Ltd and Shopify.

It's got all the big names and more–but only those that are based outside the US. You can find all the largest US stocks on our original Hall of Famers list.

The beauty of these scans is really in their simplicity.

We take the largest names each week and then apply technical filters in a way that the strongest stocks with the most momentum rise to the top.

Based on the market environment, we can also flip the scan on its head and filter for weakness.

Let's dive in and take a look at some of the most important...

From the Desk of Steve Strazza @Sstrazza

We love our bottoms-up scans here at All Star Charts. We tend to get really creative when making new universes as we want to be sure they will deliver us the best opportunities the market has to offer.

However, when it comes to this one, it couldn't be any simpler!

With the goal of finding more bullish setups, we have decided to expand one of our favorite scans and broaden our regular coverage of the largest US stocks.

Welcome to The Junior Hall of Famers.

This scan is composed of the next 150 largest stocks by market cap, those that come after the top 150 and are thus covered by the Hall of Famers universe. Many of these names will someday graduate and join our original Hall Of Famers list. The idea here is to catch these big trends as early on as possible.

There is no need to overcomplicate things. Market cap is a quality filter at the end of the day. It only grows if price is rising. That's good enough for us.

The bottom line is it is a bull market. We...

Hi everyone — Alfonso here.

If we haven’t met yet, I’ve been part of the All Star Charts team for the past four years, working alongside JC Parets and Steve Strazza.

My focus is U.S. and international equities, where I contribute daily notes and reports to help our clients stay on top of the most important trends.

One of the things I’m most passionate about is insider activity — tracking what the smart money is doing. 

I run our Hot Corner Insider, where we monitor key filings like Form 4s, 13Ds, 13Gs, and even political trades.

Every morning, we spotlight the most notable insider buys from the day before.

...

“I’m gobbling up COIN calls.”

It’s what I told Breakout Multiplier members I was doing during last week’s strategy session.

Today, Coinbase stock rallied 16% after Congress passed the Genius Act, providing regulatory clarity for stablecoins. 

The company also announced the launch of a stablecoin payments stack for e-commerce platforms. The news tanked blue-chip payment names, Visa and Mastercard.

And that’s just the disruptive nature of this business. 

I think Coinbase is one of the most exciting long-term growth stories out there. 

They keep doing all the right things. And now that they finally have a clear and supportive regulatory backdrop, they can execute freely. 

But that’s why I own the common stock… 

The short-dated calls I’ve been pounding the table about have nothing to...