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Yesterday I asked you to share what worked for you in 2025.

I got two responses.

Two.

Look, I get it. Sharing feels vulnerable. Maybe you think your year wasn't impressive enough to mention. Maybe you had a tough year and don't...

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solar

If I had to pick the most heated groups of stocks over the past few years, I’d start with China… and then Solar.

Every cycle needs a comeback story, and solar might be writing one of the best right now.

After years of getting crushed and...

Alfonso's Daily Note
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Alfonso

If you are, I've got one on deck that some might think is hard.

This stock recently released earnings and the market loved it. The stock gapped higher, gave a little back the next day, but appears to be holding these new higher levels. It looks...

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From the Desk of Steve Strazza @Sstrazza

Welcome to The 2 to 100 Club.

In this scan, we look to identify the strongest growth stocks as they climb the market-cap ladder from...

2 to 100 Club
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In today’s Daily Digest, we’ll review the following:

  1. No new positions today.
  2. Adjustment to ETHA position.
  3. No exits since the last report.
  4. Current status of open campaigns....
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Earnings season is the heartbeat of the market - and every day brings fresh signals about where money is flowing.

With each report, we learn not just how companies are performing, but how investors are reacting.

In the Daily...

Daily Beat

Welcome to Boomtown

Most natural resource stocks, even the bellwethers of Metals or Energy, for example, can’t scale to $3 Trillion in market cap. They’re not those types of companies - they’re just not built like the...

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3b

After a month marked by failed breakouts in the riskiest stocks, this morning on the Open Bar, I took a step back and reviewed some of the most bearish groups.

...
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The Strazza Letter
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Stocks

Earnings season is the heartbeat of the market - and every day brings fresh signals about where money is flowing.

With each report, we learn not just how companies are performing, but how investors are reacting.

In the Daily...

Daily Beat

Missed it? No problem!

Replays of all our past episodes are always available in the episode archives.