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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...

Daily Beat
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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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...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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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...

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Thursday’s earnings reactions showed exactly why the numbers matter less than how the market responds to them.

Yesterday, we received seven new earnings reactions from the S&P 500.

Every company beat headline expectations, and yet, the reactions were wildly different.

Agilent Technologies $A, Dollar Tree $DLTR, Hormel Foods $HRL, and Best Buy $...

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Coal catching a bid and energy tech charging up

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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Steve Strazza