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From the Desk of Steve Strazza @Sstrazza and Ricardo Sarraf @nullcharts

When investing in the stock market, we always want to approach it as "a market of stocks."

Regardless of the environment, there...

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The S&P 500 just cleared 7,400 for the first time ever, but Monday’s earnings reactions showed a market that still makes every stock earn its spot in the rally.

The S&P 500 just crossed another milestone, closing Monday at $7,400 for the first time ever.

It was yet another reminder that this bull market still has plenty of firepower, and the buyers are in complete control of the tape.

But that...

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Silver is breaking out, commodities are gaining ground, and we’re putting new capital to work in the Supercycle.
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Energy storage surging, gold miners running, and solid-state battery plays heating 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

Today's trade is in a mental health biotech company focused on developing psychedelic-assisted therapies — primarily a synthetic form of psilocybin called COMP360 — for difficult-to-treat psychiatric conditions.

I believe in this company's...

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Akamai’s $AKAM historic earnings reaction adds more evidence that software is back.

On Friday, the S&P 500 ripped another 84 basis points, closing just shy of $7,400.

What's more, the index has now closed higher for 6 consecutive weeks.

It's clear right now that investors are reaching for risk.

But earnings...

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From the Desk of Steve Strazza @Sstrazza.

Welcome back to Under the Hood, where we'll cover all the...

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Here are the names that are stepping into the earnings spotlight this week.

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]...

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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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Software strikes back

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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Photonics in hyperdrive, security software starting to move

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
The setup is clean, and the upside potential is massive.

If you study markets long enough, you'll find that price almost always leads the news.

Someone, somewhere, tends to know something before the masses. 

And right now, Silver is a great example of this.

After several months of...

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