Healthcare’s Turn

After years in the shadows, Healthcare may finally shine. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  

Monday, October 6, 2025 The best morning show in finance is LIVE today at 8:30AM ET on Stock Market TV, hosted by Steve Strazza and JC Parets.   And you won't want to miss this one…   Our featured guest today is Caleb Franzen, Senior Market Strategist at Cubic Analytics.   👉 Click here to watch LIVE and join the chat.   Come hang with us, ask your questions in real time, and start your day with the insights that set the tone for the whole week.   See you in there! Healthcare's Turn   One of the things I love most about bull markets is how they eventually come for everything.   The winners drag the losers along. Leaders expand, laggards catch up, and even the weakest groups finally get their turn.   That's broadening participation in action. It's sector rotation.   That's why I've been keeping an eye on Healthcare.    This sector has been largely forgotten over the past two years, but that could be about to change.   Take a look at the SPDR Healthcare ETF $XLV relative to the Russell 3000 $IWV:     If there's ever a place for Healthcare stocks to stop underperforming, wouldn't this be it?    And honestly? I think it is.   This ratio is back to the same levels it was trading at in 2000.   Being a Healthcare investor hasn't been easy, but extremes like this rarely last forever.   If this sector is going to join the bull run — maybe even take a leadership role — this is the moment, at least for a while.   Our team is putting together a deep dive on Pharma stocks, packed with fresh setups and actionable trade ideas.   Join ASC Premium today to get the report, risk-free.   Stay sharp,   Alfonso De Pablos Director of Research, All Star Charts   All Star Charts emails are a financial publication of general circulation and only offers impersonal advice, not tailored to individual needs of a specific client or group. Any comments or statements made herein do not necessarily reflect those of All Star Charts or its affiliates (collectively, "All Star Charts") and do not constitute buy or sell recommendations. Unless specifically indicated, this message is not an official confirmation of any transaction. The contents of any email communications to or from All Star Charts may be monitored or reviewed at All Star Charts's discretion. All Star Charts accepts no responsibility for any loss or damage arising in any way from the use of this transmission and any attachments; it is the responsibility of the recipient to ensure that they are virus free. If you reply to this email, please note that we are a public investor and do not want any material non-public information. We do not agree to keep confidential any information you provide and do not agree to any restrictions on our trading activity, except pursuant to a written confidentiality agreement executed by All Star Charts. Want to change how you receive these emails? You can manage your preferences here unsubscribe. © 2025 All Star Charts 624 Broadway, Suite 405 San Diego, CA 92101 All Star Charts 624 Broadway Suite 405 San Diego, CA 92101

The Hot Corner: Chairman and CEO Tracy Krohn Reports a $527,000 $WTI Buy

And Advent International takes a 5.80% $WAY stake. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  

Monday, October 6, 2025 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:   📌 W&T Offshore $WTI – Chairman, CEO and President Tracy W. Krohn stepped in with a $527,000 buy, per a new Form 4. Another direct insider purchase in the energy patch as small-cap E&Ps continue to firm up with Crude holding north of key support.   📌 Agree Realty $ADC – CEO Joey Agree filed a $249,000 Form 4. He's been one of the more consistent insider buyers in the REIT space, keeping his foot on the gas as retail REITs remain rangebound.    Here's The Hot Corner, with data from October 3, 2025: Click the table to enlarge it. 📌 Waystar Holding $WAY – Advent International filed an initial 5.80% 13D. Private equity giant taking a fresh swing at the recent healthcare payments issue. Seems like a normal post-IPO accumulation move.   📌 Spectrum Brands $SPB – Pzena Investment Management lifted its 13G from 5.60% to 10.20%. The deep-value team continues to scale exposure to this under-loved consumer staples name, now doubling down on their contrarian bet. The Hot Corner Insider   Here's what's happening with The Hot Corner Insider: We get together on Wednesdays for the Hot Corner Insider Weekly Strategy Session. And we compile the recordings from each and every one in the Strategy Session Archive. Note that all actionable setups we discuss in The Hot Corner Insider are compiled on the Trade Ideas page. And please reach out if you have any questions. Alfonso Depablos | Senior Analyst, All Star Charts Stock Market Media emails are a financial publication of general circulation and only offers impersonal advice, not tailored to individual needs of a specific client or group. Any comments or statements made herein do not necessarily reflect those of Stock Market Media LLC or its affiliates (collectively, "Stock Market Media") and do not constitute buy or sell recommendations. Unless specifically indicated, this message is not an official confirmation of any transaction. The contents of any email communications to or from Stock Market Media may be monitored or reviewed at Stock Market Media's discretion. Stock Market Media accepts no responsibility for any loss or damage arising in any way from the use of this transmission and any attachments; it is the responsibility of the recipient to ensure that they are virus free. If you reply to this email, please note that we are a public investor and do not want any material non-public information. We do not agree to keep confidential any information you provide and do not agree to any restrictions on our trading activity, except pursuant to a written confidentiality agreement executed by Stock Market Media. Want to change how you receive these emails? You can manage your preferences here unsubscribe. © 2025 Stock Market Media 624 Broadway, Suite 405 San Diego, CA 92101

17X in semiconductors — here’s how we did it

Sunday, October 5, 2025 Welcome to The Strazza Letter, a free note with market insights from me, All Star Charts Chief Market Strategist Steve Strazza. Semiconductors are firing on all cylinders, and Breakout Multiplier is right there riding the wave.   Back on July 30, I added $MU 10/17 $135 calls at $3.15, letting the trade work as the stock pulled back to a key support zone.   Two days later, it found its footing and has been climbing steadily ever since.   Today, those calls are trading near $55.73 — a 1,669% gain. And it doesn't stop there.   Last week, we added $SMCI 11/21 $60 calls at $1.70. They doubled in just two days, leaving a free ride on the remaining position through November.   This is the power of Breakout Multiplier: position early, follow strong setups, and let winners run.   If you want access to every theme and trade I'm tracking — from quantum to space to semiconductors — now's the time.   The market opens tomorrow. Get the next alert the second it drops. Steve Strazza | Chief Market Strategist, All Star Charts All Star Charts emails are a financial publication of general circulation and only offers impersonal advice, not tailored to individual needs of a specific client or group. Any comments or statements made herein do not necessarily reflect those of All Star Charts or its affiliates (collectively, "All Star Charts") and do not constitute buy or sell recommendations. Unless specifically indicated, this message is not an official confirmation of any transaction. The contents of any email communications to or from All Star Charts may be monitored or reviewed at All Star Charts's discretion. All Star Charts accepts no responsibility for any loss or damage arising in any way from the use of this transmission and any attachments; it is the responsibility of the recipient to ensure that they are virus free. If you reply to this email, please note that we are a public investor and do not want any material non-public information. We do not agree to keep confidential any information you provide and do not agree to any restrictions on our trading activity, except pursuant to a written confidentiality agreement executed by All Star Charts. Want to change how you receive these emails? You can manage your preferences here unsubscribe. © 2025 All Star Charts 624 Broadway, Suite 405 San Diego, CA 92101

Top Down Trade of the Week

Betting on the beta trade in healthcare ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  

Saturday, October 4, 2025 Welcome to The Strazza Letter, a free note with market insights from me, All Star Charts Chief Market Strategist Steve Strazza.   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 the top stocks in it.   This week's standout is Healthcare, which jumped to the second spot in our sector rankings.     Healthcare is really waking up as the large cap SPDR fund just posted its biggest two-day rally since 2020 as well as one of its best weeks in history.    XLV is also completing a classic bearish-to-bullish reversal pattern, adding weight to the case for a sustained rotation into the sector.   Here's a look at our overall industry rankings, which show Biotechnology stocks climbing into the sixth spot.     Biotech is the wild side of Healthcare — high-beta, high-risk, and usually the first place money flows when investors are on offense. So it makes sense to see the subsector toward the top of our rankings, acting as early leaders for their peer group.  Here are the Top 10 names in the Biotechnology subsector, ranked by relative strength.     This week's spotlight stock is Taysha Gene Therapies $TSHA:     This hot stock flaunts a 19% short interest and 8x days-to-cover ratio along with a price chart that is bursting through the upper bounds of a multi-year base.    There is a good chance a short squeeze is being sparked right now just as the stock is reversing trend. Some short-covering could go a long way in fueling a swift reaction leg out of this pattern.    As long as we're above 4, we like TSHA long with a target of 13, and a secondary objective of 34 over longer timeframes.   Our team at ASC is constantly running these kinds of top-down scans. If you want access to our research and the trade ideas that come out of it, join us today—risk free.   Cheers, Steve   Steve Strazza | Chief Market Strategist, All Star Charts All Star Charts emails are a financial publication of general circulation and only offers impersonal advice, not tailored to individual needs of a specific client or group. Any comments or statements made herein do not necessarily reflect those of All Star Charts or its affiliates (collectively, "All Star Charts") and do not constitute buy or sell recommendations. Unless specifically indicated, this message is not an official confirmation of any transaction. The contents of any email communications to or from All Star Charts may be monitored or reviewed at All Star Charts's discretion. All Star Charts accepts no responsibility for any loss or damage arising in any way from the use of this transmission and any attachments; it is the responsibility of the recipient to ensure that they are virus free. If you reply to this email, please note that we are a public investor and do not want any material non-public information. We do not agree to keep confidential any information you provide and do not agree to any restrictions on our trading activity, except pursuant to a written confidentiality agreement executed by All Star Charts. Want to change how you receive these emails? You can manage your preferences here unsubscribe. © 2025 All Star Charts 624 Broadway, Suite 405 San Diego, CA 92101