Some stats on the recent strength: https://twitter.com/jonathanharrier/status/1451915628072345602
https://twitter.com/jonathanharrier/status/1456654018927894528

Topics covered:
1) 0:00 Announcements
2) 4:10 Discussion on portfolio construction
3) 8:20 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000)
4) 13:00 Stock Review – Mega Caps: TSLA, NFLX, CRM, AAPL, MSFT, AMZN, GOOGL, FB, ADBE, PYPL, SQ, SHOP, QQQ (ETF)
5) 18:50 Stock Review – Software: BILL, DDOG, NET, PANW, CRWD, ZS, OKTA, MDB, U, SNOW, NOW, IGV (ETF)
6) 24:00 Stock Review – Semiconductors: NVDA, AMD, ACLS, AMBA, BRKS, SMH (ETF)
7) 26:25 Stock Review – Watch List/General Ideas/Commentary: DXCM, INMD, NARI, AFRM, MQ, ALB, LTHM, LAC, ENVX, SGEN, HZNP, DVAX, CCXI, ETSY, SI, RKLB, BROS, CELH
8) 35:40 Conclusion/Summary

Market Summary:
As I’ve mentioned several times lately, keep it simple. The market is in a strong uptrend and I discuss many statistics in this video (see links above) showing that strength usually leads to more strength over the next 60-90 days. Of course, we will see some pullbacks and shakeouts along the way, but my guess is they will be short-lived (or just normal pullbacks to the 21-day moving average) along the way higher into year-end.

I will always remind you to stay focused on the strongest stocks out there. It’s ok to speculate, but try to allocate only a smaller portion of your portfolio to those names, and try to keep it concentrated in the best ideas. The best thing you can work on into year-end is defining yourself and working on your decision making. One of the goals of this product is to encourage members to make decisions on their own, and find a strategy that fits your personality. I try to provide you with a strong blueprint, but ultimately, it’s important to develop a style that works for you (trader vs. investor). Also, please keep in mind this is a very strong market. Take advantage of it as best as you can, but you still have to stick to a loss cutting policy if any position turns against you and breaks below key moving averages. Enjoy the rest of your weekend and good luck trading next week!

Unusual Option Activity
11/5/21 Adobe Systems (ADBE) with 950 March $630/$600 bull put spreads opening today for $8.90
11/5/21 Livent (LTHM) with 1300 January 2024 $30 puts sold to open today for $9.30
11/5/21 Lithium Americas (LAC) buyers of 2500 December $32.50 calls for $3.50 to $3.70 into strength
11/5/21 Netflix (NFLX) with buyers of the December $650/$700 call spread this morning for $20.40, over 2300X
11/5/21 Amazon (AMZN) with 1,000 November $3590 calls bought today around $49.50 to open as some calls adjust higher
11/5/21 Alphabet (GOOGL) buyers of 4,750 November $3,040 calls today up to $42 to open
11/5/21 Celsius (CELH) buyer of 500 December $110 calls for $10, earnings 11-11
11/5/21 Facebook (FB) with 7,000 February $310 ITM calls opening today for $45.55
11/5/21 Tesla (TSLA) with buyers of 2900 September 2022 $1,050 calls for $350 as the February $925 calls roll higher again
11/5/21 Tesla (TSLA) also with 5000 June $1,025 ITM calls opening for $335 as the February $950 calls adjust from 10/25 buys
11/5/21 Boeing (BA) with 3000 December $255 OTM calls bought up to $1.30
11/5/21 Tower Semi (TSEM) spread is selling the April $30 puts and buying the $36/$45 call spread 920X
11/5/21 DataDog (DDOG) with 1700 January $160/$130 bull put spreads opening this afternoon for $4.50
11/4/21 Seagen (SGEN) with 330 June 2022 $220/$150 bull risk reversals opening as November and December ITM calls adjust
11/4/21 Microsoft (MSFT) buyer 3000 June $330/$350 call spreads for $5.85
11/4/21 Marqeta (MQ) buyers today of 2,000 November $27.50 calls between $3.90 and $4.20 to open, earnings 11-10
11/4/21 Unity Software (U) with 1450 OTM January $210 calls bought $2.25 offer, earnings 11-9
11/4/21 Horizon Therapeutics (HZNP) weak today but seeing 750 December $110 puts sold to open for $5
11/4/21 Amazon (AMZN) large buyer of 600 Dec. 10th (W) $3500 calls for $80 earlier, $4.8M
11/4/21 Marvell Tech (MRVL) buyers of 2000 Nov. 12th (W) $69 ITM calls $2.74
11/4/21 Advanced Micro (AMD) buyers of 1,900 September 2022 $200 calls for $6.50 to $6.60 as some March calls adjust higher
11/4/21 Advanced Micro (AMD) also with a buyer of 1400 March $145 calls to open $10.70
11/4/21 Nasdaq 100 ETF (QQQ) today with a buyer of 10,000 December $398/$408 call spreads as Nov. 29th (W) spreads adjust
11/4/21 Nasdaq 100 ETF (QQQ) large opening sale of 5250 March $390 puts for $16.41
11/4/21 S&P 500 ETF (SPY) buyers active in Nov $472 calls off the open at $1.18 and large lots trading up to $1.77 with 45,000 on the day
11/4/21 Apple (AAPL) opening sellers 4000 Dec. 10th (W) $150 puts here down to $2.90
11/4/21 Nvidia (NVDA) with more long-term call buys today with 2,300 of the January 2023 $375 calls bought up to $23