2026's Biggest Winner Keeps Winning

SanDisk keeps ripping as AI storage demand explodes, while Stryker breaks down after its worst earnings reaction in more than a decade.

Friday kicked off the new month with another gap to fresh all-time highs for the S&P 500, and earnings season kept feeding the tape with new information. 

We got fresh reactions from 29 components of the index, and the split was almost...

May 4, 2026
Daily Beat
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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 3, 2026
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Steve Strazza

Weekend Surf Report

Diversifying with fresh exposure in Energy, Banks, and a Magnificent Seven laggard
May 3, 2026
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The AI Trade Faces Its Next Test

The earnings spotlight is on the market's most explosive growth stories.

Editor's note: This week, the earnings spotlight is on the market's most explosive growth stories.

Many of these names have made huge moves over the past week and are trading at new highs.

Do you think the market has...

May 3, 2026
Daily Beat
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Steve Strazza

Top Down Trade of the Week

This quantum stock is poised for another surge

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 2, 2026
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Steve Strazza

The Daily Flow

Nokia rings twice, jets catch a bid, and the miners stay lit

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 1, 2026
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Steve Strazza

The Top Stocks of April

The big theme was a powerful comeback in tech — led by mega-cap names. Semiconductors continued to act as leadership, while software found support and bounced right on cue.

At the same time, the Q1 leaders quietly stepped...

May 1, 2026
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The Heartland Is Joining the Supercycle

Grains are breaking out, livestock are hitting all-time highs, and the bull market is reaching America’s farm country.

There’s a certain kind of bull market you can see on a screen, and then there’s the kind you can hear in an auction barn.

This week, we’re talking about the second kind.

For the past several months, we’ve been pounding the table on the...

May 1, 2026
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Sean McLaughlin

Heading Back to Canada, eh!

Canadian Banks have been good to us over the past year or so. And looking at my portfolio, I'm noticing I have zero banking exposure.

Well, today, we correct that with a fresh breakout in motion.

May 1, 2026
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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 1, 2026
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What We Just Learned From Big Tech

Alphabet is getting rewarded for AI execution, while Meta is getting punished for AI spending.

Thursday was arguably the biggest day of earnings season so far, and the market treated it like one.

We got fresh reactions from 68 S&P 500 components, the index closed at another record high, and the month finished as one of the strongest...

May 1, 2026
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Steve Strazza

The Daily Flow

Telecom waking up, office REITs ignored no more, and quantum printing fresh conviction

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...

April 30, 2026
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Junior International Hall of Famers Table (04.30.2026)
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Sam Gatlin

Junior International Hall of Famers

From the Desk of Sam Gatlin @sam_gatlin

Welcome to The Junior International Hall of Famers.

With the goal of finding more bullish setups, we have decided to expand one of our favorite...

April 30, 2026
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Buy Strength & Sell Weakness

Earnings reactions are making the playbook simple again.

Yesterday was the most action-packed session of earnings season so far. 

We heard from 49 S&P 500 companies, and the reactions were all over the map. 

Some stocks barely moved, others exploded higher, and plenty got...

April 30, 2026
Daily Beat
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