Trend Signal Now

7/15/2025 07:30:00 PM

The Hot Corner: Mudrick Capital Reports a 69.70% Position in $EVTL

Posted by Trend Signal Forex Now

Tuesday, July 15, 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:

📌 Vertical Aerospace $EVTL – Mudrick Capital Management just boosted its 13D stake from 36.60% to 69.70%. That's near-total control.

Mudrick doubling down on this speculative aerospace/eVTOL bet suggests it's going to drive the entire narrative from here.

📌 American Woodmark $AMWD – Pzena Investment Management increased its 13G stake from 5.67% to 7.90%.

Here's The Hot Corner, with data from July 14, 2025:

Click the table to enlarge it.

📌 Skyworks Solutions $SWKS – Pzena lifted its 13G stake from 4.83% to 8.20%.

Semis have been strong, but this is still a cyclical name. A value specialist like Pzena leaning in this heavily suggests it sees more runway here.

📌 Invesco BulletShares 2031 Corporate Bond ETF $BSCV – Sen. Lindsey Graham disclosed a $15,000-to-$50,000 buy.

Lawmakers parking cash in corporate bond ETFs might be a useful read on rate expectations and risk appetite in Washington D.C.

Join Hot Corner Insider today and get actionable trade ideas, weekly live video and a monthly special report. Click here!

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.

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7/15/2025 06:56:00 PM

Introducing: The Drones Index

Posted by Trend Signal Forex Now

Tuesday, July 15, 2025

The Best Morning Show in Finance is LIVE today at 8:30AM ET with your hosts Steve Strazza and JC Parets only on Stock Market TV.

Watch the Show here Live

The Stock Market is hitting new all-time highs. Bitcoin hit new all-time highs this week. Total Crypto Market-cap hit new all-time highs this week.

But investors aren't buying in! That divergence has created opportunity.

Click here to join us LIVE today and participate in the chat.

See you tin here!

Did You See the Drones?

"Drones are next".

That's the message we got from Rick just a few minutes ago.

And honestly, it makes sense.

We're in a bull market where almost everything's working. Just about every sector has had its moment.

Whether it's nuclear, quantum, or space – all those niche growth themes have been catching flows at different stages.

But the one that's starting to trend right now is definitely drones.

We've been noticing the shift. Yesterday alone, we saw unusual options activity and elevated volume across a bunch of drone-related names. It's clear something's stirring.

So we built a custom Drones Index to give us a general view of the space:

It's made up of 9 companies spanning the full drone ecosystem – from manufacturers and commercial applications to air mobility, communications, and even counter-drone tech.

Basically, if it's flying, we've got it covered.

Here's a quick breakdown of the index components:

Unusual Machines $UMAC: Manufactures motors for military and FPV drones, compliant with U.S. NDAA regulations.

Red Cat Holdings $RCAT: Designs drones and software for defense and commercial use, like the FANG drone.

AgEagle Aerial Systems $UAVS: Produces drones for agriculture and surveillance, focused on mapping and data.

Draganfly $DPRO: Builds drones for public safety, agriculture, and specialized deliveries.

AeroVironment $AVAV: Leading maker of military drones like Switchblade, used in defense missions.

Ondas Holdings $ONDS: Develops wireless communication systems for industrial and military drones.

Kratos Defense & Security Solutions $KTOS: Manufactures target drones for military training with government contracts.

EHang Holdings $EH: Designs autonomous drones for air taxis and urban mobility.

DroneShield Ltd $DRSHF: Provides anti-drone technology, like DroneGun, to neutralize unauthorized drones.

As for the chart? This index is breaking out of a clean, multi-month base.

In a market where pockets of speculative capital are rotating fast, this breakout could mark the start of drones having their moment.

We're diving into the space and working on a deep dive report now. We think there is a lot more to talk about here, and the bull market opportunity for this group of hot stocks is off the charts.

We've been extra busy with our industry group reports lately, so you'll have lots to catch up on. We're trying to make hay while the sun is shining, and it's red-hot right now.

If you missed our industry dive on banks last week— read it here.

Make sure you check out our housing report, too— these stocks are due for a major catch-up move.

And here's one from today on the biotech industry.

Are you bullish on these subsectors or do you think we're missing the mark? Shoot me an email and let me know what you think.

All Star Charts Team

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.

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© 2025 All Star Charts

7/15/2025 06:00:00 AM

Perfect Pattern for LEAPS

Posted by Trend Signal Forex Now

Monday, July 14, 2025

Welcome to The Strazza Letter, a free note with market insights from me, All Star Charts Chief Market Strategist Steve Strazza.

Uranium stocks have been working on some of the largest and cleanest bases in the entire market for almost two decades now.

I'm talking about structural patterns of the longest timeframe.

The kind of formation that when it finally resolves, who knows how high it goes.

These monster bases result in some of the strongest and longest reaction rallies.

And when it comes to the old-school nuclear names, they are breaking out of them… or about to, as we speak.

Here are two of the longest-tenured uranium stocks— industry leaders Cameco $CCJ and Uranium Energy Corp $UEC:

My favorite way to play these multi-decade bases is via long-dated calls, or LEAPS.

Certain patterns just lend themselves to specific strategies or vehicles, and this is a great example.

LEAPS plus monster bases is simply a match made in market heaven. They each make the other one so much better!

Since I'm already jumping my entry, I want to make sure to capture the full move. Large patterns like this take months, sometimes years, to resolve.

These patterns can be slow and sloppy to start, so you want to give them plenty of time.

Call options more than a year out accomplish that.

However, once they go, the rallies are explosive and can last years, delivering outsized returns along the way.

Out-of-the-money call options can amplify these gains by adding leverage… with limited capital.

So, the bet I'm making is simple: I think UEC is going to break out and follow CCJ higher.

Cameco is the leader and has already shown it the way. It broke out of an almost-identical base last month and is up 25% since.

I'm structuring this trade to achieve asymmetric upside– in the event I'm right… while capping my risk to the small premium paid– in the event I'm wrong.

I'm long the January 2027 $10 calls. I paid a little over a dollar for them.

Now I have leveraged exposure to the mega trend in nuclear for the next 18 months, and it only cost $100 (per contract).

That's the kind of risk/reward I'm here for.

What do you think? Are you LEAPing into nuclear with me? Or do you prefer shorter-term setups, like the ones we take advantage of every day with the Breakout Multiplier system.

We are sending a member's alert first thing tomorrow with a two-position trade on a red-hot drone stock.

Steve Strazza | Chief Market Strategist, All Star Charts

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© 2025 All Star Charts

7/15/2025 05:54:00 AM

You’ve seen the room. Now it’s time to get serious.

Posted by Trend Signal Forex Now

Monday, July 14, 2025

You've seen Kenny's screen.

You've heard his calls.

You've watched the trades set up — live, in real time.

He has a repeatable process that starts before the bell and aims to be done by lunch.

Every morning, Kenny sends his watchlist — a focused watchlist of the names with the cleanest VWAP setups.

By 9:15, he's narrowed the field.

By 9:30, he's trading — and if the setup hits, he hits it hard.

Last week, his room caught trades like SBET, CRWV, BMNR, and others — all executed live, with the whole room watching.

This is a system built by a trader who's been doing this for over two decades.

Click here to join Kenny's room at the special rate.

You've already seen what's possible. Now it's your turn to take the next step.

All Star Charts Team

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7/14/2025 07:01:00 PM

The Hot Corner: ValueAct Raises Its $RKT Stake to 8.90%

Posted by Trend Signal Forex Now

Monday, July 14, 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:

📌 Rocket Companies $RKT – VA Partners I, LLC lifted its 13D stake from 7.73% to 8.90%.

That's real size in a name that's been left for dead by most of the Street.

Activist positioning is getting even more aggressive in mortgage finance.

📌 Cogent Biosciences $COGT – James Flynn filed an initial 13G at 6.49%.

James Flynn buying into a biotech name is one of the strongest "smart money" signals you can get in the space.

Here's The Hot Corner, with data from July 11, 2025:

Click the table to enlarge it.

📌 Orion S.A. $OEC – Pzena also boosted its 13G stake from 5.88% to 8.10%.

Classic value-shop move in specialty chemicals. This bump comes as shares have halved over the past year.

📌 CoStar Group $CSGP – Rep. Gil Cisneros disclosed a $15,000-to-$50,000 buy.

When a sitting Congressman is buying real estate data names as rates chop around, it's worth a flag.

The political class isn't ignoring this secular growth story.

Join Hot Corner Insider today and get actionable trade ideas, weekly live video and a monthly special report. Click here!

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

Want to change how you receive these emails? You can manage your preferences here

unsubscribe