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One of the top-performing areas of the speculative growth theme has been the “new-school” nuclear trade. 

OKLO already tagged one target, SMR is on its way, and NNE...

The Strazza Letter
Strazza

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

  1. New position in XLB.
  2. No adjustments are needed today.
  3. No exits since the last report.
  4. Current status of open campaigns...
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📊 Daily ETF Overview

 

Last week, we pointed to the outperformance of large caps over small caps. But interestingly, we've seen both Micro Caps $IWC and Small Cap Growth $IWO transition from red to green on the ETF Power...

ETF Power Rankings

All things equal, I want the one that shook out the weak hands… before it left the station.

I want the one that bears had a clean chance to bury… but couldn’t.

...
The Strazza Letter
Strazza

 

Today's trade is in a silver miner that has already had a great run, but could surprise everyone by further doubling from here.

Buying after a big run is always hard, psychologically, and today is no different. So I'm going to take...

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

  1. No new positions today.
  2. Adjustment to ARKK position.
  3. No exits since the last report.
  4. Current status of open campaigns....
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Broadcom $AVGO continues to reinforce its place among the market’s top compounders.

The $1.1T semiconductor and infrastructure software giant just posted another double beat. 

Despite the beat, the stock traded down 5% in reaction to...

The Beat Report

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