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May belonged to Technology.

Large-cap growth, led by Semiconductors, did much of the heavy lifting, but what stood out most is what happened beneath the surface.

Software posted its strongest month since 2001. Solar stocks caught fire....

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A former software laggard is breaking out as enterprises race to secure the next wave of AI agents.

There were no S&P 500 earnings reactions yesterday, but we want to tell you about a software stock that has our attention right now.

Okta $OKTA is the identity layer for the enterprise. It helps companies decide who gets access to what, when...

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Hello again, Spirit Animals.

On May 11th, Datadog printed a new all time high of $201.70 and closed the day at $202.32. These were the highest prices $DDOG had ever seen.

Was it too high to buy?

On that day, I bought...

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...but it certainly isn't a hot new entrant into the modern space race.

Today's trade is in an old name that's been around many moons and is constantly reinventing itself.

This year, the stock cleared a 20-year base and appears to be...

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This "boring" old tech stock just had its best earnings reaction ever. Here's why it matters...

In last Sunday's Weekly Beat, we previewed two earnings reports with two very different setups.

One was a former old-tech laggard that had...

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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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We’re loading up on software after a historic initiation thrust.
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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.

...
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These three tech stocks are heading into earnings with momentum, but the reaction will tell us whether the market still wants to chase.

Editor's note: The software industry just had its best month since 2001, and the cybersecurity industry had its best month ever.

Do you think the whole "AI is killing software" narrative is officially dead now? 

Write...

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Buying bases in base metals

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...

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Who's buying overlooked packaging, unloved EVs, and a drone stock already up 30%?

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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...Good Things Happen

Hello again, Spirit Animals.

When there are blue skies above, the conditions are often good for a great day in my playground, The Flatirons in Boulder, Colorado:

 

The hiking trails here are beautiful. And when the air is cool...

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Freshly Squeezed 10-Day % Change Table (05.29.2026)
The market's biggest winners continue to come from the most crowded bearish bets.

Stocks continue to print new highs across the board, and they're doing it with authority.

The S&P 500, Nasdaq 100, Dow Jones Industrials, and Russell 2000 are all pushing higher in unison as buyers continue to take control of this market....

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