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Strong Code, Strong Market

July 3, 2025

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None of the noise has stopped this market from doing what it’s destined to do..

Breakouts are showing up everywhere.

Tech, industrials, financials — all ripping. Even the laggards are finally joining in.

Small-caps are pressing too, adding context to the broad strength we’re seeing beneath the surface.

But the real standout?

Software stocks just hit new all-time highs.

These are arguably the best businesses in the world.

When software leads, it matters. There is demand for the best businesses… as there should be.

When you see this kind of strength from key sectors, it tells you one thing— risk is being rewarded.

The market is climbing the wall of worry right in front of us.

You don’t have to love it. You just have to recognize the environment and position accordingly.

Fighting price never ends well. I’ve been there — overthinking it, waiting for the perfect entry that never comes.

Past cycles have taught me to stay out of my own way and follow the trend.

Because the market doesn’t care how you feel. It just moves. And right now, it’s moving higher.

I think software stocks are a good place to bet our chips.

Shout out to Strazza — one of the few calling the possibility of a V-bottom early on.

We got it, and since then, we’ve been pressing the gas, rotating into key areas, and hunting for juicy breakouts.

Breakout Multiplier has already delivered 14 ten-baggers this year — from HIMS to ASTS, FSLR, XBI, and PLTR.

With strength everywhere and big moves coming fast, now’s the perfect time to grab 20% off the July 4th sale before it ends.

Click here to join Breakout Multiplier risk-free and take advantage of the special July 4th offer.

I hope you enjoy the fireworks, the downtime, and the reset.

I’ll be spending the day exploring Edinburgh and recharging for what’s next.

Alfonso

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