China’s AI Trade Is Waking Up

Baidu just gave us a clean beat, a positive reaction, and a fresh reminder that the Chinese tech trade is not dead.

There are no S&P 500 earnings reactions to cover today, but we have something else important to talk about. 

The United States and China are locked in a race for AI supremacy. 

Right now, the U.S. has the lead, and Nvidia $...

May 19, 2026
Daily Beat
$BIDU
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Sean McLaughlin

Looking For a Healthy Move

Today's trade is in a digital health insurance stock that is seeing its first real breakout since its 2021 IPO.

Could it be ready to make due on its IPO promise?Let's see.

May 18, 2026
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When Good News Isn’t Good Enough

AMAT delivered record revenue, record earnings, and accelerating AI demand, but the stock still failed to rally.

Applied Materials $AMAT did almost everything the bulls could have asked for.

The company beat expectations across the board. 

And they delivered record quarterly revenue, record earnings, and the highest gross margin in more than 25...

May 18, 2026
Daily Beat
$AMAT
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Steve Strazza

The Minor Leaguers

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...

May 18, 2026
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The Beat Report Week in Review

We had a busy week of deploying capital. Here’s everything you need to know.
May 17, 2026
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Steve Strazza

Follow the Flow

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.

...
May 17, 2026
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The $5.5 Trillion Earnings Test

Nvidia $NVDA is about to step into the earnings spotlight.

Editor's note: With most of the S&P 500 earnings reports behind us, what has stood out to you so far this earnings season? 

Write us at [email protected]...

May 17, 2026
Daily Beat
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Steve Strazza

Top Down Trade of the Week

The market is rotating back into energy

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...

May 16, 2026
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Saturday Morning Chartoons: Yields Won't Quit

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.

May 16, 2026
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Steve Strazza

The Daily Flow

Big money is buying the cloud, fading home goods, and turning bullish on solar

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...

May 15, 2026
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Follow The Flow
Steve Strazza
Ricardo Sarraf
Ricardo Sarraf

2 to 100 Club Monthly Members Call - May 2026

Every month, I'll be going live to members to review what's going in the 2-to-100 Universe. 

We'll go over open trades with levels and we'll cover the major themes in our universe. 

This week...

May 15, 2026
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Powell’s Parting Gift

Bond yields are breaking out as onshore drillers take the lead.

There are easier jobs in Washington than running the Federal Reserve.

Jerome Powell inherited the chairmanship near the end of one cycle, navigated the fastest economic shutdown in modern history, watched the most aggressive monetary and fiscal...

May 15, 2026
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Steve Strazza

The Hall of Famers

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...

May 15, 2026
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The .Com Bubble King Is Back

After going nowhere since the .com bubble, CSCO is breaking out to new all-time highs as AI infrastructure demand lights a fire under the business.

Cisco $CSCO just gave investors the kind of earnings reaction that can change how the market sees a stock.

And we're not just talking about for a few days... CSCO could be in a new uptrend that lasts for years.

The old .com king...

May 15, 2026
Daily Beat
$CSCO
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Steve Strazza

The Daily Flow

Software infrastructure leading, electronic components heating up, and solar quietly stirring

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...

May 14, 2026
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Steve Strazza