Topics covered:
1) 0:00 Announcements
2) 0:30 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000)
3) 6:45 FOCUS LIST: NVDA, MSFT, META, NOW, UBER, LLY, NVO, WING, CRWD, ISRG, ARM, DELL
4) 14:15 Stock Review – Software: IGV (ETF), CDNS, SNPS, CRM, PSN, APPF
5) 15:45 Stock Review – Semiconductors: SMH (ETF), AVGO, LRCX, KLAC, AMAT, AMD, ACMR
6) 18:20 Stock Review – Biotech/Medical Products: XBI (ETF), CYTK, MGNX, MRUS, VKTX, AQST, ABOS, INZY, GLYC, MEDP, SWAV, NTRA
7) 22:15 Stock Review – Restaurants: CAVA, SHAK, CMG, TXRH, DPZ, FWRG, SG
8) 23:55 Stock Review – Watch List/General Ideas/Commentary: SMCI, AMZN, NFLX, DECK, VRT, CLS, CAMT, PSTG, NTAP, CELH
9) 26:25 Stocks Near Buyable Ranges: UBER, LLY, ARM, NOW, ISRG, CRWD, META
10) 28:50 Conclusion/Summary

Market Summary:
Here are the concepts I discussed in the two 2024 Preview Videos: 1) I am bullish over the next 6-12 months because of all the technical strength we saw from November through January. The institutions aggressively came back into the markets because of the new bull market powered by AI, and they are anticipating the Fed lowering rates this year. 2) Does that mean we will go straight up with no pullbacks? Of course not! That’s why I’ve also discussed the theme of “using the 21-day EMA as your guide.” 3) Stay focused on the best growth stocks/ETFs out there. 4) Get strong entry points and manage your trades based on your timeframe and overall investment plan. If you don’t have a plan, please continue to finetune it and work on one that fits your situation. 5) Manage risk and stick to your stops. Just because it’s a bull market doesn’t mean everything is going to work out.

The theme of this video is the market continues to give us information about its strength. In the two 2024 Preview Videos, I outlined my reasoning for a strong year this year. The market continues to prove this strength in two ways: 1) Through the resiliency of the major indexes. 2) Through the price action of the leading growth stocks. I discuss both of these factors in this video. I was expecting some weakness after the March OpEx, but the market found support near its 21-day and continued higher this past week. From here, we might see some backing and filling this week, but overall, I think we will continue to see strength over the next 3-6 weeks. The market is likely to see new money flowing in at the beginning of the month/quarter, and while going through my screens, many leading growth stocks continue to show great price action and are offering decent buy points. If you have any questions, you can ask them during the next LIVE webinar which will be tomorrow, Sunday, March 24th at 7PM EST. Thank you and enjoy the remainder of your weekend.

Unusual Option Activity:
3/22/24 Tesla (TSLA) 2000 June $146.67 puts sold $6.65 bids to open
3/22/24 Tesla (TSLA) June 2026 $100 puts selling to open 1900X $12.95 to $12.65
3/22/24 Lululemon (LULU) opening seller 2450 May $360 puts $4.45
3/22/24 Target (TGT) with 1100 Sept $170 calls buying at $13.30
3/22/24 DoorDash (DASH) buyer 1000 January $160 calls $15.54 looking to add to OI
3/22/24 Uber (UBER) with 7000 May $67.50 puts sell to open $1.04
3/22/24 Wynn Resorts (WYNN) buyers of 2000 April 5th $98/$102 call spreads at $2.07
3/22/24 Citigroup (C) 8500 April 26th (W) $62 calls bought as some June 57.5 adjust
3/22/24 Citigroup (C) also with buys of 5000 May 3rd (W) $61 calls $2.35 to $2.45
3/22/24 Madrigal Pharma (MDGL) opening sale of 500 June $310 calls at $8.30
3/22/24 Intuitive Surgical (ISRG) opening sales of 355 April 26th $415 calls at $6.70
3/22/24 Viking Therapeutics (VKTX) buyer 2000 April $65 puts $9.35 adjusting $60 puts bought on 3.15
3/22/24 Fulcrum Therapeutics (FULC) unusual buyer of 4000 January $15/$22 call spreads for $1.65
3/22/24 Quanta Services (PWR) another as 700 April $250 calls adjust to May $270 calls
3/22/24 Vertiv (VRT) buyer of 3000 April $84 calls at $4.30 as the $80 calls adjust
3/22/24 Google (GOOG) seeing 3000 April 26th $138 puts sell to open $1.40
3/22/24 Google (GOOGL) active buyers 5000 April 5th (W) $150 calls up to $3.50 form $3.25
3/22/24 Qualcomm (QCOM) buyer 1500 May $180 calls $4.40
3/22/24 Qualcomm (QCOM) also size buys 1500 September $185 calls $11.30 to $11.50
3/22/24 Marvell Tech (MRVL) 2900 May $70 calls buying $3.25 offers and higher
3/22/24 Apple (AAPL) buyers of 7000 July $190 calls at $3.40 offer sweeps, aggressive and over $2.4M
3/22/24 Atlassian (TEAM) buyer 500 May $180 puts $9.40 offer
3/22/24 Broadcom (AVGO) massive buy of 1000 March 2025 $1500 calls $155.40 to $156.20
3/22/24 Advanced Micro (AMD) 1200 April 12th (W) $177.50 calls being bought size lots 7.15 to 7.45
3/22/24 Micron (MU) seeing 1250 April $116/$122 call spreads buying at $1.00
3/22/24 Microsoft (MSFT) size opening seller 1000 August $425 puts $21.70 bids
3/22/24 Microsoft (MSFT) also opening seller 3500 April 26th (W) $425 puts 9.05 bid
3/22/24 Microsoft (MSFT) seeing 2000 April 26th $400 ITM calls buying now at $32 to $33.60
3/22/24 Palo Alto (PANW) buyer of 650 Dec $330 calls at $2795 to $28.55
3/22/24 AppLovin (APP) sees 175 November $75 ITM puts sell to open $15.30
3/21/24 Russell 2000 ETF (IWM) August $212/$190 bull risk reversal opens 4600X at $6.98
3/21/24 Oil & Gas ETF (XOP) opening sale 1000 September 160 calls for 8.20
3/21/24 Tesla (TSLA) 5000 April 12th (W) $185 calls selling to open 4.15 bids
3/21/24 Disney (DIS) 28,000 April $120 calls bought as $115 adjust higher
3/21/24 Starbucks (SBUX) buyer 700 January 2026 $110 calls $7.50 to $7.55
3/21/24 Starbucks (SBUX) strong vote of confidence as 1400 October $100 puts sell to open 9.75
3/21/24 Wynn Resorts (WYNN) with 1000 July $100 puts sold to open 6.20 to 6.15
3/21/24 Chevron (CVX) seeing 7k April $157.50 calls sell to open at $2.25 to $2
3/21/24 JP Morgan (JPM) buyer of 22,000 May $200/$220 call spreads buying at $4.90 as the April $190/210 spreads adjust
3/21/24 Blackstone (BX) 1000 May $140 calls sold to open 3.45 bid
3/21/24 Goldman Sachs (GS) seeing buyers of 1000 April 5th $420 calls at $4.65
3/21/24 Scholar Rock (SRRK) unusual buys of 2000 May $17.50 calls for $2.40
3/21/24 Viking Therapeutics (VKTX) spread sells 1000 April $ 50 puts to buy the $70/$90 call spreads for $3.70 debit
3/21/24 Caterpillar (CAT) opening sale 400 November $380 calls for 24.40
3/21/24 United Rentals (URI) with 700 April $730 calls opening for nearly $2M as the $710 adjust
3/21/24 DR Horton (DHI) buyer of 1000 April $162.50 calls at $5.49 as $155 calls adjust, reports 4/18
3/21/24 Meta (META) with 3800 June 2026 $370 calls buy at $206.59 as $380 calls adjust from just last week, over $78M
3/21/24 Meta (META) 550 Jan. 2026 $510 calls bought $119.30 for $9M
3/21/24 Broadcom (AVGO) buyer of 400 Sept $1600 calls at $72.50, adjusting Jan $1500 calls
3/21/24 Micron (MU) with 500 Dec 2026 $95 ITM Calls buying at $40 to $42.20
3/21/24 Nvidia (NVDA) 1200 April 5th (W) $910 puts selling to open 32.20
3/21/24 Amazon (AMZN) buyer 1500 Jan 2026 $215 calls at $23.07 while 1500 June 2025 $150 puts are sold
3/21/24 Bill Holdings (BILL) opening sale 300 January $65 puts for 11.55
3/21/24 Google (GOOGL) buyer 5000 April 12th (W) $149 calls 3.10 offer
3/21/24 Microsoft (MSFT) large buyer to open 1000 December $460 calls $29.49
3/21/24 Qualcomm (QCOM) 750 January $165 puts sold to open for 14.45
3/21/24 Dell (DELL) buyer of 1500 October $145/$150 call spreads at $0.90
3/21/24 Dell (DELL) also 1900 June $135 calls buy at $4.32, adjusting $140 calls
3/21/24 Vertiv (VRT) seeing 1000 Jan $105 calls buying at $11.80 to $12.10
3/21/24 Vertiv (VRT) also buyers of 1000 May $110 calls at $1.85