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We had a busy week of deploying capital. Here’s everything you need to know.
The Beat Report
Portfolio Update
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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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Steve Strazza
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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]...

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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...

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Top Down Trade Of The Week
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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.

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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...

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Follow The Flow
Steve Strazza

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...

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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...

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Commodities Weekly
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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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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...

Daily Beat
$CSCO
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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...

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Steve Strazza
Following yesterday's earnings report, this aerospace & defense stock looks ready to resume its primary uptrend.

There were no fresh S&P 500 earnings reactions yesterday, so we’re looking at a small-cap aerospace and defense stock that just gave us a very big signal.

Astronics $ATRO is not a household name, but it is a nearly $3 billion company with...

Daily Beat
$ATRO
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Buyers Are Pressing Across Semis, Autos, and Construction

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
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Hello again, Spirit Animals.

It took me a long time to learn that my strategy was far down the list of most important things for me to focus on in order to be successful as a trader. The most important thing was which version of me showed up at...

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