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.

The most significant development on this table is the dramatic shift in Uranium, represented by the $URA ETF.

On Friday, President Trump signed an executive order aimed at expediting approvals for new nuclear power plants. This move sent the Uranium ETF soaring, marking its best day in nearly three years, as it now attempts to break out from a massive multi-year base.

The nuclear theme has never been more pertinent, especially with the United States spearheading global advancements in artificial intelligence. The overwhelming demand for new data centers has created an urgent need for energy, and the U.S. is turning to nuclear infrastructure as a key solution to meet this demand.

If $URA manages to break above the $35 level, it would signal a strong potential for this sector to experience a substantial move upward.

The nuclear energy trade just got a massive jolt of energy.

Last Friday, Uranium stocks exploded higher after President Donald Trump signed executive orders to revitalize U.S. nuclear energy production.

The result? The VanEck Uranium & Nuclear Energy ETF $NLR had its best single-day performance since 2008.

But this move isn’t just about headlines. It's also about the strong fundamentals and technicals behind it.

The AI revolution is massively increasing global power demand, and everyone is turning to nuclear energy to scale their operations.

Top tech firms know this, and they’re investing heavily in small modular reactors (SMRs) and advanced nuclear infrastructure to power their data centers and server farms.

Meanwhile, geopolitical instability and the global push for energy security have made Uranium and nuclear development mission-critical for many countries.

That’s the story, and the market’s listening.

The VanEck Uranium & Nuclear Energy ETF holds the best names in the space, from heavyweights like Cameco $CCJ (~7%) and Constellation Energy $CEG (~8.7%) to fast-growing...

One of the things I love most about bull markets is how they try to include everyone.

Everyone is making money. 

Whether it’s growth stocks or value stocks. US stocks or international stocks. Gold or bitcoin. 

It’s all working and we’re all happy. The parties are better. You get the picture. 

And the reason this is true is because most risk assets participate in bull markets. 

Even the bad ones join the party eventually. 

And of course, we can always find bad stocks that are bucking the trend and falling, but I’m talking about subgroups and thematics. Most areas end up working.

At the end of a sustained bull market, the list of groups that didn’t go up will be very short. 

It’s a hallmark characteristic of the good times....

"Life's but a tale told by an idiot, full of sound and fury, signifying nothing" - Abercrombie and Fitch's stock.

I promised drama when the mall stocks reported. As usual, the Mall delivered in spades.

Gap disappointed in a way they didn't seem to understand and fell 20%. ANF crushed estimates, spiked $25 then fell 25% in the next 2 days, ending the week about flat. Both American Eagle and Foot Locker managed to miss estimates they'd already pre-announced within the last 3 weeks (Foot Locker while hitting the semi-Golden Parachutes since the company has already been purchased).

And Costco reported its umpteenth consecutive "solid quarter", rising slightly. Just to prove yet again that there's a yawning chasm between retail giants and the rugby scrum of retail happening everywhere else when it comes to reporting quarterly earnings.

What it all means and what I'm doing about it. The Week in Review:

If I had to trade just one setup for the rest of my career—only one—it would be this:

Buying simple long calls on stocks making fresh all-time highs.

That’s it.

Clean. Pure. Effective.

Sure, there would be stretches of time where this setup doesn’t work. I get stopped out, or the trade fizzles, or nothing on my watchlist is breaking out. That’s part of the game. But then—every so often—I catch a monster. The kind of move that can pay for weeks or even months of waiting.

That’s what makes it all worth it.

Here’s why I love stocks at all-time highs: There are no bagholders.

Nobody is underwater. Nobody’s stuck saying, “If it just gets back to my entry, I’ll sell.” Everyone holding the stock is making money. That’s bullish behavior fuel. When people are winning, they don’t typically hit the sell button—they let it ride.

And then there’s the other side: the shorts.

Every single person short a stock at all-time highs is losing. And the higher it goes, the worse it gets. That pain? It’s real. It forces action. Shorts start to cover, often in a panic, creating an additional...

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 market caps in excess of $2T – to some of the new-age large-cap disruptors such as Moderna, Square, and Snap.

It has all the big names and more.

It doesn’t include ADRs or any stock not domiciled in the US. But don’t worry; we developed a separate universe for that. Click here to check it out.

The Hall of Famers is simple.

We take our list of 150 names and then apply our technical filters so the strongest stocks with the most momentum rise to the top.

Let’s dive right in and check out what these big boys are up to.

Here’s this week’s list:

*Click table to enlarge view

We filter out any laggards that are down -5% or more relative to the S&P 500 over the trailing month.

Then, we...

More and more stocks are flirting with all time highs. Today's trade has all-timers in sight, as well as a possible Hundred-dolla-roll -- two things that make me incredibly bullish.

In today’s Daily Digest, we’ll review the following:

1. New position in Gold Miners.
2. No adjustments since the last report.
3. No exits since the last report.
4. Current status of open campaigns.
5. Volatility Snapshot.

Let’s dig in!

Gap shares are getting smoked by 20%(!) early Friday after the company Beat by too little and Guided to not enough. 

Time to Buy or Bail?

Let's break down the quarter and figure it out... 

I’ve been tracking insider transactions for the past three years.

I’ve learned a ton along the way.

From Form 4s and 13Ds/Gs to political filings—hedge funds, the C-suite, you name it. 

There are a million reasons insiders sell: paying for a wedding, getting divorced, buying a house, taking a vacation. But there’s only one reason they buy. And that’s because they think the stock’s going up.

I’ve seen it all—from Nancy Pelosi riding the Mag 7 wave, to CEOs and CFOs stepping in during selloffs, and top hedge funds putting serious skin in the game. We cover all these different insiders. 

Sometimes there’s something there. Sometimes there’s not. 

This morning, we got a big one. I woke up to a monster Form 4 from Toyota Motor showing a $250 million investment in Joby Aviation $JOBY.

Joby’s building electric aircraft for urban air...

With the markets starting to act a bit more “normal” again—whatever that even means anymore—I’ve been feeling more willing to put some risk on.

And when I say “put some risk on,” I don’t mean getting reckless. I mean firing my favorite kind of shot: long calls.

That’s my go-to trade when conditions line up. Simple, directional, defined risk, and explosive when it works.

And this week, the setups were speaking loud and clear. So I took action.

Here’s where I pulled the trigger:

A Canadian Bank – Clean technical setup, strong trend, and some fresh momentum behind it. No need to overcomplicate it.

A Crypto Platform – Bitcoin strength continues to be a rising tide, and this name was well-positioned to benefit.

An Agricultural Business...

Nvidia $NVDA keeps solidifying its position as the kingmaker of the AI boom, quarter after quarter.

The company just posted another blockbuster earnings report and got rewarded for it. 

That marks the 11th positive earnings reaction out of the last 16 quarters. This is one of the best streaks in the market.

The fundamentals are simply stunning. 

Profitability isn’t just growing, it’s exploding, and shareholders are making a fortune. 

They've become the essential infrastructure provider for the AI economy. 

Everyone needs their hardware and software stack, from hyperscalers and cloud providers to sovereign AI projects. 

Their CUDA ecosystem and full-stack development model continue to build a wider competitive moat each quarter.

After a brief period where the market failed to reward strong numbers, this latest earnings reaction suggests the appetite for Nvidia exposure is still alive and well.

This isn’t just another tech stock. It's the engine of the AI revolution.

So what else did we learn from yesterday's earnings reactions? Let’s dive into the details.

Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.

Here's what stood out today:

📌 Strategy $MSTR – Director Jarrod Patten put down just over $1 million. MSTR continues to dominate the conversation around digital assets, insiders stepping in here is noteworthy as a seemingly endless hoard of copycats keep emerging. 

📌 Core Scientific $CORZ – Director Yadin Rozov just picked up $1.2 million worth of CORZ. That’s a high-conviction bet from someone with a front-row seat. This comes as shares attempt to make a comeback after finding support around the IPO level. 

Here’s The Hot Corner, with data from May 29, 2025:

Click the table to enlarge it.

📌 Builders FirstSource $BLDR – Director Dirkson R....

Today's number is... 0

My Core Market Model has risen back above the zero line.

Here’s the chart:

The Takeaway: My Core Market Model brings together three key areas: breadth, liquidity, and sentiment.

Breadth looks at how many stocks are participating. I check things like 20-day highs and how many stocks are above their 50-day moving average.

Liquidity shows where money is moving. Are investors choosing stocks over bonds? Are high-yield bonds acting better than Treasuries? What’s the momentum in yields?

Sentiment measures positioning and fear. I watch NAAIM exposure, Investors Intelligence, and the VIX.

I don’t act on one piece of data. I combine them all, then smooth the result with a 5-day moving average. 

It’s not a buy or sell tool. It’s a way to read the environment.

When the model is above zero, I treat it as a bullish backdrop… Below zero, it’s bearish.

Right now, the model is back above zero.

That’s an important market shift. It had been...

Portfolio Update Through May 30, 2025

We keep returning to crypto as a key investment theme — and for good reason.

The largest cryptocurrency, which represents 65% of the investable asset class, is breaking out to all-time highs.

The Bitwise Crypto Industry Innovators ETF ($BITQ) has staged a strong recovery, rallying 60% off the lows.

But when you price it in Bitcoin ($BTC), the story shifts.

It’s a powerful reminder: changing the denominator can reveal how strong an asset really is — or whether its strength is simply riding the coattails of something else.

In a market like this, where headlines often focus on nominal gains, it's worth asking: What’s actually outperforming — and what’s just keeping pace?

That shift in perspective can make all the difference in identifying real leadership versus passive beneficiaries.

From the Desk of Steve Strazza @Sstrazza

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 scans and broaden our regular coverage of the largest US-listed international stocks, or ADRs.

This scan is composed of the next 100 largest stocks by market cap, those that come after the top 100 and are thus covered by the International Hall of Famers universe.

Many of these names will someday graduate and join our original International Hall Of Famers list. The idea here is to catch these big trends as early on as possible.

Let’s dive right in and check out what these future big boys are up to.

This is our Junior International Hall of Famers list:

Click table to enlarge view

And here’s how we arrived at it…

We removed laggards which are down 5% or more relative to the ACWI Ex. U.S. Index $ACWX over the trailing...

Sign up for my free note here.

There’s real strength showing up abroad—and it’s not some new development. Just more of the same.

Today, my country ETF scan was on fire, showing bullish setups across the globe.

I continue to see leadership out of Europe, Asia, Latin America—even Africa. Many of these charts are in relentless uptrends and holding strong.

And participation just keeps expanding as the good ones seem to drag the laggards higher with them over time.

But the one that caught my eye today was Israel.

Israel isn’t your typical emerging market story. Unlike many other countries, it’s not driven by commodities or heavy industry. Instead, it is built on software, cybersecurity, and innovation.

I have to admit I’ve been thinking a lot about bonds lately. 

Like way more than usual. 

It’s because I think this is a critical time and place for treasuries. 

The 30-year US yield $TYX is backing off after testing its cycle highs. Meanwhile, the popular iShares long-term treasury fund $TLT is rebounding off a big shelf of support. 

If these key levels break— so TLT to the downside and TYX to the upside— we’re talking about major pattern resolutions. 

Major pattern resolutions tend to be followed by significant reaction legs. 

What I’m saying is bonds are at risk of tanking lower if this scenario were to play out. 

And have you noticed how stocks have felt about bond market volatility lately?

I’ve overlaid ARKK with the inverted MOVE index to answer that...

We have been watching this chart of BA for a while on the Sunday night show.  As I spotted what appears to be the final leg in a 'bearish EWT triangle' I remarked "I wonder how it's going to get up there?"  Well, looks like that hasn't been a problem.  Short BA in the zone shown and this thesis is wrong w/ a daily close above the red gap area.  

Triangles are formed w/ 5 legs labeled a-b-c-d-e.  The key is the legs of the triangles are associated w/ .618 the wave before them going in the same direction.  That level is 225.  However, take note of the gap present right at the .786 retracement level.  Certainly could go up there ... 

I don't want it to close above the gap level - that will be my stop out point.