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I love trains

I really enjoy trains. When I lived in Chicago, I rode the elevated train ("The EL") nearly every day. I would often head downtown to the Metra train terminals and take those longer commuter trains out to the farthest reaches of the Chicagoland region...

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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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Minor Leaguers
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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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Healthcare just had a historic week, biotech is breaking out, and we’re getting ready to bring more small-cap ideas to the table.
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The earnings calendar is quiet, but this sector just posted its best relative week ever.

WHAT ARE YOUR THOUGHTS? Healthcare has been one of the biggest dead-money trades on Wall Street for years.

But last week, the sector posted its best relative week ever versus the S&P 500, and it closed within a nose hair of...

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Buying bases with the Baker Bros

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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Big moves in software security, construction engineering, and LiDAR

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

This post was originally for paid members only. It has since been unlocked for informational purposes and does not constitute financial advice.

If you want access to these trades in real time, ...

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One thing I’ve learned over the years is that when a group of stocks starts showing up on our scans again at the same time, you pay attention.

That’s exactly what’s happening right now with shipping stocks.

Take a look at the Macro...

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A historic reaction from MU gave semiconductors fresh life.

The semiconductor trade was starting to look tired after one of the strongest runs in market history.

Then Micron $MU walked in and kicked the door open.

On Thursday, Micron reported a monster double beat and rallied 15.7%, marking its...

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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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From the desk of Steve Strazza @Sstrazza

Dividend Aristocrats are easily some of the most desirable investments on Wall Street. These are the names that have increased dividends for at least 25 years, providing steadily...

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Big money is positioning in banks and life insurance while most traders chase other names

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
There's more to the stock market than Semiconductors.

Hello again, Spirit Animals.

As I surf around the stock market looking at charts, I can't help but notice that new 52-week and All-Time highs are popping in all kinds of sectors. This is breadth. And it's what is healthy for the long-term...

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Both companies beat expectations, but only one still has the chart and earnings sentiment on its side.

Earnings don’t move stocks. 

Every quarter, companies either beat or miss estimates. That part is easy. 

What matters is how the market responds when the numbers hit.

Does the stock hold up, or...

Daily Beat
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Junior International Hall of Famers Table (06.25.2026)

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...

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